The Analysis of HS Management Partners, LLC's Holdings


Currently, HS Management Partners, LLC holds 25 types of securities in its portfolio with a total value $769.6M. In the most recent quarter, they have increased their positions in CART (+272.1K shares, valued at $10.0M), MCD (+29.6K shares, valued at $9.0M), V (+15.9K shares, valued at $5.4M); decreased their positions in GOOG (-214.5K shares, valued at $52.2M), DKS (-184.7K shares, valued at $41.0M), PYPL (-417.6K shares, valued at $28.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
GOOG ALPHABET INC CL C210.1K shares-50.52%2025-09-302025-10-23history
DIS DISNEY WALT CO COM428.9K shares-33.29%2025-09-302025-10-23history
PYPL PAYPAL HOLDINGS INC661.3K shares-38.71%2025-09-302025-10-23history
AMZN AMAZON.COM INC198.0K shares-27.87%2025-09-302025-10-23history
MSFT MICROSOFT CORP81.6K shares-39.58%2025-09-302025-10-23history
UBER UBER TECHNOLOGIES INC420.0K shares-38.48%2025-09-302025-10-23history
DKS DICKS SPORTING GOODS INC173.4K shares-51.58%2025-09-302025-10-23history
MCD MCDONALDS CORP123.1K shares31.74%2025-09-302025-10-23history
Sponsored
KO COCA-COLA CO559.8K shares-39.23%2025-09-302025-10-23history
META META PLATFORMS INC - CL A48.9K shares-38.59%2025-09-302025-10-23history
BKNG BOOKING HOLDINGS INC5.9K shares-43.86%2025-09-302025-10-23history
PG PROCTER & GAMBLE204.8K shares-26.29%2025-09-302025-10-23history
RL RALPH LAUREN CORP CL A86.1K shares-50.11%2025-09-302025-10-23history
PEP PEPSICO INCORPORATED186.2K shares-47.48%2025-09-302025-10-23history
WSM WILLIAMS-SONOMA INC132.4K shares-48.74%2025-09-302025-10-23history
DPZ DOMINO'S PIZZA, INC.59.5K shares-28.11%2025-09-302025-10-23history
Sponsored
CART MAPLEBEAR INC618.9K shares78.46%2025-09-302025-10-23history
ABNB AIRBNB179.6K shares-36.50%2025-09-302025-10-23history
SBUX STARBUCKS CORP255.5K shares-30.45%2025-09-302025-10-23history
GAP GAP INC996.2K shares-55.83%2025-09-302025-10-23history
MAT MATTEL INC COM1.3M shares-46.44%2025-09-302025-10-23history
V VISA INC CL A COMMON STOCK55.6K shares40.23%2025-09-302025-10-23history
HD HOME DEPOT INC46.4K shares-41.55%2025-09-302025-10-23history
LULU LULULEMON ATHLETICA INC102.8K shares-18.15%2025-09-302025-10-23history
Sponsored
NKE NIKE INC CL B235.9K shares-60.89%2025-09-302025-10-23history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available