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Hs Management Partners, LLC Top Holdings and 13F Report (2026)

About Hs Management Partners, LLC

Investment Activity

  • Hs Management Partners, LLC has $285.79 million in total holdings as of March 31, 2026.
  • Hs Management Partners, LLC owns shares of 24 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 8.10% of the portfolio was purchased this quarter.
  • About 59.47% of the portfolio was sold this quarter.
  • This quarter, Hs Management Partners, LLC has purchased 24 new stocks and bought additional shares in 0 stocks.
  • Hs Management Partners, LLC sold shares of 21 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Alphabet
$20,659,151
Amazon.com
$20,352,144
Netflix
$19,542,872
Meta Platforms
$16,834,353

Largest New Holdings this Quarter

025816109 - American Express
$10,323,340 Holding
L8681T102 - Spotify Technology
$6,458,516 Holding
494368103 - KIMBERLY CLARK CORP
$6,369,432 Holding

Largest Purchases this Quarter

American Express
34,129 shares (about $10.32M)
Spotify Technology
13,319 shares (about $6.46M)
KIMBERLY CLARK CORP
66,025 shares (about $6.37M)

Largest Sales this Quarter

McDonald's
46,087 shares (about $14.32M)
CocaCola
155,001 shares (about $11.79M)
GAP INC
482,718 shares (about $11.68M)
Starbucks
106,317 shares (about $9.52M)
Alphabet
31,796 shares (about $9.12M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHs Management Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Alphabet Inc. stock logo
GOOG
Alphabet
$20,659,151$9,121,030 -30.6%72,0187.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$20,352,144$6,596,952 -24.5%97,7207.1%Retail/Wholesale
Netflix, Inc. stock logo
NFLX
Netflix
$19,542,872$3,572,549 -15.5%203,2546.8%Consumer Discretionary
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$17,385,671$7,675,211 -30.6%87,6786.1%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$16,834,353$6,133,806 -26.7%29,4245.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$16,452,576$3,657,650 -18.2%44,4465.8%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$15,887,761$8,607,216 -35.1%164,8455.6%Consumer Discretionary
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$15,785,686$4,072,389 -20.5%219,4595.5%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$12,925,682$4,568,197 -26.1%3,0704.5%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$11,916,034$5,408,927 -31.2%225,5974.2%Consumer Discretionary
CocaCola Company (The) stock logo
KO
CocaCola
$11,365,825$11,787,826 -50.9%149,4524.0%Consumer Staples
McDonald's Corporation stock logo
MCD
McDonald's
$11,083,393$14,323,379 -56.4%35,6623.9%Retail/Wholesale
DOMINO'S PIZZA, INC.
$10,870,261$1,041,567 -8.7%30,2973.8%COM
American Express Company stock logo
AXP
American Express
$10,323,340$10,323,340 New Holding34,1293.6%Finance
GAP INC
$9,870,139$11,681,775 -54.2%407,8573.5%COM
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$9,679,535$5,194,035 -34.9%53,0883.4%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$9,544,437$1,422,341 -13.0%31,5793.3%Business Services
Ralph Lauren Corporation stock logo
RL
Ralph Lauren
$8,799,264$4,879,498 -35.7%25,5803.1%Consumer Discretionary
MAPLEBEAR INC
$6,951,040$5,714,186 -45.1%185,5592.4%COM
Airbnb, Inc. stock logo
ABNB
Airbnb
$6,899,434$5,366,774 -43.8%54,6362.4%Consumer Discretionary
Starbucks Corporation stock logo
SBUX
Starbucks
$6,771,481$9,524,940 -58.4%75,5832.4%Retail/Wholesale
Spotify Technology stock logo
SPOT
Spotify Technology
$6,458,516$6,458,516 New Holding13,3192.3%Computer and Technology
KIMBERLY CLARK CORP
$6,369,432$6,369,432 New Holding66,0252.2%COM
The Home Depot, Inc. stock logo
HD
Home Depot
$3,066,899$7,863,759 -71.9%9,3251.1%Retail/Wholesale
Mattel, Inc. stock logo
MAT
Mattel
$0$13,554,688 -100.0%00.0%Consumer Discretionary
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$0$10,083,686 -100.0%00.0%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$0$8,105,005 -100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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