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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 $285.8M. In the most recent quarter, they have increased their positions in AXP (+34.1K shares, valued at $10.3M), SPOT (+13.3K shares, valued at $6.5M), KMB (+66.0K shares, valued at $6.4M); decreased their positions in MCD (-46.1K shares, valued at $14.3M), KO (-155.0K shares, valued at $11.8M), GAP (-482.7K shares, valued at $11.7M); initiated new positions in AXP (+34.1K shares, valued at $10.3M), SPOT (+13.3K shares, valued at $6.5M), KMB (+66.0K shares, valued at $6.4M).

1M P&L

-4.9M-1.73%

3M P&L

-3.7M-1.31%

HY P&L

-10.4M-3.62%

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

1Entertainment35.4M

13.4%

2Restaurants28.7M

10.8%

3Internet Retail27.3M

10.3%

Top Industries by Stock Count

1Restaurants3 stocks

13.0%

2Travel Services2 stocks

8.7%

3Internet Retail2 stocks

8.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC CL C ALPHABET INC CL C72.0K shares-30.63%2026-03-312026-04-27

AMZN AMAZON.COM INC97.7K shares-24.48%2026-03-312026-04-27

NFLX NETFLIX INC203.3K shares-15.46%2026-03-312026-04-27

DKS DICKS SPORTING GOODS INC87.7K shares-30.63%2026-03-312026-04-27

META META PLATFORMS INC - CL A29.4K shares-26.71%2026-03-312026-04-27

MSFT MICROSOFT CORP44.4K shares-18.19%2026-03-312026-04-27

DIS DISNEY WALT CO COM164.8K shares-35.14%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC219.5K shares-20.51%2026-03-312026-04-27

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BKNG BOOKING HOLDINGS INC3.1K shares-26.11%2026-03-312026-04-27

NKE NIKE INC CL B225.6K shares-31.22%2026-03-312026-04-27

KO COCA-COLA CO149.5K shares-50.91%2026-03-312026-04-27

MCD MCDONALDS CORP35.7K shares-56.38%2026-03-312026-04-27

DPZ DOMINO'S PIZZA, INC.30.3K shares-8.74%2026-03-312026-04-27

AXP AMERICAN EXPRESS COMPANY34.1K sharesnew addition2026-03-312026-04-27

GAP GAP INC407.9K shares-54.20%2026-03-312026-04-27

WSM WILLIAMS-SONOMA INC53.1K shares-34.92%2026-03-312026-04-27

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V VISA INC CL A COMMON STOCK31.6K shares-12.97%2026-03-312026-04-27

RL RALPH LAUREN CORP CL A25.6K shares-35.67%2026-03-312026-04-27

CART MAPLEBEAR INC185.6K shares-45.12%2026-03-312026-04-27

ABNB AIRBNB54.6K shares-43.75%2026-03-312026-04-27

SBUX STARBUCKS CORP75.6K shares-58.45%2026-03-312026-04-27

SPOT SPOTIFY TECHNOLOGY SA13.3K sharesnew addition2026-03-312026-04-27

KMB KIMBERLY CLARK CORP66.0K sharesnew addition2026-03-312026-04-27

HD HOME DEPOT INC9.3K shares-71.94%2026-03-312026-04-27

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ALPHABET INC CL C

-30.63%

Shares72.0K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON.COM INC

-24.48%

Shares97.7K

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC

-15.46%

Shares203.3K

Event2026-03-31

Filed2026-04-27

DKS

DICKS SPORTING GOODS INC

-30.63%

Shares87.7K

Event2026-03-31

Filed2026-04-27