Hs Management Partners, LLC Top Holdings and 13F Report (2026) About Hs Management Partners, LLCInvestment ActivityHs Management Partners, LLC has $291.08 million in total holdings as of June 30, 2026.Hs Management Partners, LLC owns shares of 24 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 14.69% of the portfolio was purchased this quarter.About 11.63% of the portfolio was sold this quarter.This quarter, Hs Management Partners, LLC has purchased 24 new stocks and bought additional shares in 12 stocks.Hs Management Partners, LLC sold shares of 12 stocks and completely divested from 0 stocks this quarter.Largest Holdings Alphabet $21,232,743Amazon.com $16,383,492Microsoft $15,952,573Uber Technologies $15,910,125American Express $15,261,502 Largest Purchases this Quarter Booking 56,505 shares (about $10.07M)Spotify Technology 15,875 shares (about $7.29M)KIMBERLY CLARK CORP 51,975 shares (about $5.71M)McDonald's 15,432 shares (about $4.17M)Home Depot 11,430 shares (about $4.03M) Largest Sales this Quarter Amazon.com 28,980 shares (about $6.91M)DICK'S Sporting Goods 27,925 shares (about $6.33M)NIKE 144,025 shares (about $5.91M)Alphabet 11,925 shares (about $4.21M)Walt Disney 33,850 shares (about $3.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHs Management Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$21,232,743$4,213,477 â–¼-16.6%60,0937.3%Communication ServicesAMZNAmazon.com$16,383,492$6,907,093 â–¼-29.7%68,7405.6%Consumer DiscretionaryMSFTMicrosoft$15,952,573$626,674 â–¼-3.8%42,7665.5%TechnologyUBERUber Technologies$15,910,125$73,964 â–²0.5%220,4845.5%IndustrialsAXPAmerican Express$15,261,502$3,717,368 â–²32.2%45,1195.2%FinanceNFLXNetflix$14,893,969$381,633 â–²2.6%208,5995.1%Communication ServicesMETAMeta Platforms$14,312,636$2,261,609 â–¼-13.6%25,4094.9%Communication ServicesVVisa$14,145,258$3,310,819 â–²30.6%41,2294.9%FinanceMCDMcDonald's$13,811,219$4,171,424 â–²43.3%51,0944.7%Consumer DiscretionaryDKSDICK'S Sporting Goods$13,552,578$6,333,669 â–¼-31.8%59,7534.7%Consumer DiscretionarySPOTSpotify Technology$13,403,841$7,288,689 â–²119.2%29,1944.6%Communication ServicesKOCocaCola$13,188,252$1,042,288 â–²8.6%162,2774.5%Consumer StaplesKIMBERLY CLARK CORP$12,952,860$5,705,296 â–²78.7%118,0004.4%COMDISWalt Disney$12,608,269$3,258,063 â–¼-20.5%130,9954.3%Communication ServicesWSMWilliams-Sonoma$10,804,884$1,569,928 â–¼-12.7%46,3533.7%Consumer DiscretionaryBKNGBooking$10,618,648$10,071,451 â–²1,840.6%59,5753.6%Consumer DiscretionaryRLRalph Lauren$10,245,990$22,078 â–¼-0.2%25,5253.5%Consumer DiscretionaryDOMINO'S PIZZA, INC.$10,142,922$1,173,799 â–²13.1%34,2623.5%COMABNBAirbnb$9,614,317$1,795,905 â–²23.0%67,1863.3%Consumer DiscretionaryMAPLEBEAR INC$8,117,400$668,819 â–¼-7.6%171,4342.8%COMGAP INC$7,452,517$166,252 â–¼-2.2%398,9572.6%COMHDHome Depot$7,319,873$4,031,132 â–²122.6%20,7552.5%Consumer DiscretionarySBUXStarbucks$5,805,210$1,918,617 â–¼-24.8%56,8082.0%Consumer DiscretionaryNKENIKE$3,348,531$5,912,227 â–¼-63.8%81,5721.2%Consumer DiscretionaryShowing largest 100 holdings. 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