HS Management Partners, LLC reported 24 holdings worth US$291M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
HS Management Partners, LLC reported 24 holdings worth US$291M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Microsoft Corp. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 24
- Value as reported
- US$291M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Alphabet Inc (google) Class C | 59,414 | US$21.2M | 7.3% |
| Amazon.com, Inc. | 68,740 | US$16.4M | 5.6% |
| Microsoft Corp. | 42,766 | US$16M | 5.5% |
| Uber Technologies, Inc. | 220K | US$15.9M | 5.5% |
| American Express Company | 45,119 | US$15.3M | 5.2% |
| Netflix, Inc. | 209K | US$14.9M | 5.1% |
| Meta Platforms, Inc. | 25,409 | US$14.3M | 4.9% |
| Visa Inc. | 41,229 | US$14.1M | 4.9% |
| Mcdonald's Corporation | 51,094 | US$13.8M | 4.7% |
| Dick's Sporting Goods Inc | 59,753 | US$13.6M | 4.7% |
| Coca-cola Company (the) | 162K | US$13.2M | 4.5% |
| Kimberly-clark Corporation | 118K | US$13M | 4.4% |
| Walt Disney Company (the) | 131K | US$12.6M | 4.3% |
| Williams-sonoma, Inc. | 46,353 | US$10.8M | 3.7% |
| Booking Holdings Inc. Common Stock | 59,575 | US$10.6M | 3.6% |
| Ralph Lauren Corporation | 25,525 | US$10.2M | 3.5% |
| Domino's Pizza Inc | 34,262 | US$10.1M | 3.5% |
| Airbnb, Inc. | 67,186 | US$9.61M | 3.3% |
| Maplebear Inc. | 171K | US$8.12M | 2.8% |
| Gap, Inc. (the) | 399K | US$7.45M | 2.6% |
| Home Depot, Inc. (the) | 20,755 | US$7.32M | 2.5% |
| Starbucks Corporation | 56,808 | US$5.81M | 2.0% |
| Nike, Inc. | 81,572 | US$3.35M | 1.2% |