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The Analysis of HS Management Partners, LLC's Holdings & P&L

Currently, HS Management Partners, LLC holds 24 types of securities in its portfolio with a total value $291.1M. In the most recent quarter, they have increased their positions in BKNG (+56.5K shares, valued at $10.1M), N/A (+15.9K shares, valued at $7.3M), KMB (+52.0K shares, valued at $5.7M); decreased their positions in AMZN (-29.0K shares, valued at $6.9M), DKS (-27.9K shares, valued at $6.3M), NKE (-144.0K shares, valued at $5.9M).

1M P&L

+13.7M+6.36%

3M P&L

+13.2M+6.12%

HY P&L

+3.8M+1.69%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail24.5M

10.9%

2Specialty Retail24.4M

10.9%

3Internet Content & Information21.2M

9.5%

Top Industries by Stock Count

1Travel Services2 stocks

10.5%

2Internet Retail2 stocks

10.5%

3Specialty Retail2 stocks

10.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOG ALPHABET INC CL C60.1K shares-16.56%2026-06-302026-08-06

AMZN AMAZON.COM INC68.7K shares-29.66%2026-06-302026-08-06

MSFT MICROSOFT CORP42.8K shares-3.78%2026-06-302026-08-06

UBER UBER TECHNOLOGIES INC220.5K shares0.47%2026-06-302026-08-06

AXP AMERICAN EXPRESS COMPANY45.1K shares32.20%2026-06-302026-08-06

NETFLIX INC NETFLIX INC208.6K shares2.63%2026-06-302026-08-06

META PLATFORMS INC - CL A META PLATFORMS INC - CL A25.4K shares-13.65%2026-06-302026-08-06

VISA INC CL A COMMON STOCK VISA INC CL A COMMON STOCK41.2K shares30.56%2026-06-302026-08-06

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MCD MCDONALDS CORP51.1K shares43.27%2026-06-302026-08-06

DKS DICKS SPORTING GOODS INC59.8K shares-31.85%2026-06-302026-08-06

SPOTIFY TECHNOLOGY SA SPOTIFY TECHNOLOGY SA29.2K shares119.19%2026-06-302026-08-06

KO COCA-COLA CO162.3K shares8.58%2026-06-302026-08-06

KMB KIMBERLY CLARK CORP118.0K shares78.72%2026-06-302026-08-06

DIS DISNEY WALT CO COM131.0K shares-20.53%2026-06-302026-08-06

WSM WILLIAMS-SONOMA INC46.4K shares-12.69%2026-06-302026-08-06

BKNG BOOKING HOLDINGS INC59.6K shares1840.55%2026-06-302026-08-06

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RL RALPH LAUREN CORP CL A25.5K shares-0.22%2026-06-302026-08-06

DOMINO'S PIZZA, INC. DOMINO'S PIZZA, INC.34.3K shares13.09%2026-06-302026-08-06

ABNB AIRBNB67.2K shares22.97%2026-06-302026-08-06

CART MAPLEBEAR INC171.4K shares-7.61%2026-06-302026-08-06

GAP GAP INC399.0K shares-2.18%2026-06-302026-08-06

HD HOME DEPOT INC20.8K shares122.57%2026-06-302026-08-06

SBUX STARBUCKS CORP56.8K shares-24.84%2026-06-302026-08-06

NKE NIKE INC CL B81.6K shares-63.84%2026-06-302026-08-06

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GOOG

ALPHABET INC CL C

-16.56%

Shares60.1K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON.COM INC

-29.66%

Shares68.7K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-3.78%

Shares42.8K

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC

0.47%

Shares220.5K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS COMPANY

32.20%

Shares45.1K

Event2026-06-30

Filed2026-08-06

NETFLIX INC

2.63%

Shares208.6K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC - CL A

-13.65%

Shares25.4K

Event2026-06-30

Filed2026-08-06

VISA INC CL A COMMON STOCK

30.56%

Shares41.2K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

43.27%

Shares51.1K

Event2026-06-30

Filed2026-08-06

DKS

DICKS SPORTING GOODS INC

-31.85%

Shares59.8K

Event2026-06-30

Filed2026-08-06

SPOTIFY TECHNOLOGY SA

119.19%

Shares29.2K

Event2026-06-30

Filed2026-08-06

COCA-COLA CO

8.58%

Shares162.3K

Event2026-06-30

Filed2026-08-06

KMB

KIMBERLY CLARK CORP

78.72%

Shares118.0K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO COM

-20.53%

Shares131.0K

Event2026-06-30

Filed2026-08-06

WSM

WILLIAMS-SONOMA INC

-12.69%

Shares46.4K

Event2026-06-30

Filed2026-08-06

BKNG

BOOKING HOLDINGS INC

1840.55%

Shares59.6K

Event2026-06-30

Filed2026-08-06

RALPH LAUREN CORP CL A

-0.22%

Shares25.5K

Event2026-06-30

Filed2026-08-06

DOMINO'S PIZZA, INC.

13.09%

Shares34.3K

Event2026-06-30

Filed2026-08-06

ABNB

AIRBNB

22.97%

Shares67.2K

Event2026-06-30

Filed2026-08-06

CART

MAPLEBEAR INC

-7.61%

Shares171.4K

Event2026-06-30

Filed2026-08-06

GAP

GAP INC

-2.18%

Shares399.0K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC

122.57%

Shares20.8K

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP

-24.84%

Shares56.8K

Event2026-06-30

Filed2026-08-06

NKE

NIKE INC CL B

-63.84%

Shares81.6K

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available