HS Management Partners as of Sept. 30, 2025
Portfolio Holdings for HS Management Partners
HS Management Partners holds 25 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 6.6 | $51M | 210k | 243.55 | |
| Walt Disney Company (DIS) | 6.4 | $49M | 429k | 114.50 | |
| Paypal Holdings (PYPL) | 5.8 | $44M | 661k | 67.06 | |
| Amazon (AMZN) | 5.7 | $44M | 198k | 219.57 | |
| Microsoft Corporation (MSFT) | 5.5 | $42M | 82k | 517.95 | |
| Uber Technologies (UBER) | 5.3 | $41M | 420k | 97.97 | |
| Dick's Sporting Goods (DKS) | 5.0 | $39M | 173k | 222.22 | |
| McDonald's Corporation (MCD) | 4.9 | $37M | 123k | 303.89 | |
| Coca-Cola Company (KO) | 4.8 | $37M | 560k | 66.32 | |
| Facebook Inc cl a (META) | 4.7 | $36M | 49k | 734.38 | |
| Booking Holdings (BKNG) | 4.1 | $32M | 5.9k | 5399.27 | |
| Procter & Gamble Company (PG) | 4.1 | $32M | 205k | 153.65 | |
| Ralph Lauren Corp (RL) | 3.5 | $27M | 86k | 313.56 | |
| Pepsi (PEP) | 3.4 | $26M | 186k | 140.44 | |
| Williams-Sonoma (WSM) | 3.4 | $26M | 132k | 195.45 | |
| Domino's Pizza (DPZ) | 3.3 | $26M | 60k | 431.71 | |
| Maplebear (CART) | 3.0 | $23M | 619k | 36.76 | |
| Airbnb (ABNB) | 2.8 | $22M | 180k | 121.42 | |
| Starbucks Corporation (SBUX) | 2.8 | $22M | 256k | 84.60 | |
| Gap (GAP) | 2.8 | $21M | 996k | 21.39 | |
| Mattel (MAT) | 2.8 | $21M | 1.3M | 16.83 | |
| Visa (V) | 2.5 | $19M | 56k | 341.38 | |
| Home Depot (HD) | 2.4 | $19M | 46k | 405.19 | |
| Lululemon Athletica (LULU) | 2.4 | $18M | 103k | 177.93 | |
| Nike (NKE) | 2.1 | $16M | 236k | 69.73 |
