HS Management Partners, LLC
CIK 1455253 · Holdings on Mar 31, 2025 · First reported May 5, 2025
Top ten holdings
Q1 2025- KO6.91%
- PYPL6.86%
- DKS6.57%
- DIS6.11%
- GOOG5.43%
- BKNG5.05%
- UBER4.82%
- MSFT4.70%
- LULU4.46%
- RL4.44%
Share classes counted separately55.35%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- WSMWeight decreased · -2.09 pp4.83% → 2.74%Shares -164.97K (-43.50%)
- KOWeight increased · +1.72 pp5.19% → 6.91%Shares -20.35K (-1.68%)
- DKSWeight increased · +1.47 pp5.10% → 6.57%Shares +78.88K (+24.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | KOCOCA-COLA CO/THE View history and evidence | $85.37M | 6.91% | 1.19M shares | 5.19% → 6.91%+1.72 pp -20.35K (-1.68%) | Reduced | ↗▾ |
| 02 | PYPLPAYPAL HOLDINGS INC View history and evidence | $84.76M | 6.86% | 1.30M shares | 6.69% → 6.86%+0.17 pp +157.50K (+13.80%) | Added | ↗▾ |
| 03 | DKSDICK'S SPORTING GOODS INC View history and evidence | $81.24M | 6.57% | 403.04K shares | 5.10% → 6.57%+1.47 pp +78.88K (+24.33%) | Added | ↗▾ |
| 04 | DISWALT DISNEY CO/THE View history and evidence | $75.50M | 6.11% | 764.95K shares | 6.20% → 6.11%-0.09 pp -45.88K (-5.66%) | Reduced | ↗▾ |
| 05 | GOOGALPHABET INC-CL C View history and evidence | $67.14M | 5.43% | 429.75K shares | 5.85% → 5.43%-0.42 pp -16.98K (-3.80%) | Reduced | ↗▾ |
| 06 | BKNGBOOKING HOLDINGS INC View history and evidence | $62.43M | 5.05% | 13.55K shares | 4.53% → 5.05%+0.52 pp +284 (+2.14%) | Added | ↗▾ |
| 07 | UBERUBER TECHNOLOGIES INC View history and evidence | $59.60M | 4.82% | 818.05K shares | 4.64% → 4.82%+0.18 pp -300.90K (-26.89%) | Reduced | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $58.08M | 4.70% | 154.72K shares | 4.20% → 4.70%+0.50 pp +9.68K (+6.67%) | Added | ↗▾ |
| 09 | LULULULULEMON ATHLETICA INC View history and evidence | $55.16M | 4.46% | 194.86K shares | 5.91% → 4.46%-1.45 pp -29.92K (-13.31%) | Reduced | ↗▾ |
| 10 | RLRALPH LAUREN CORP View history and evidence | $54.86M | 4.44% | 248.51K shares | 4.17% → 4.44%+0.27 pp -14.41K (-5.48%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BBY BEST BUY CO INC | Non-derivative | -528,875 | -$45.38M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1455253 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1236288832
}Take these holdings further.
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