HS Management Partners, LLC
CIK 1455253 · Holdings on Sep 30, 2025 · First reported Oct 23, 2025
Top ten holdings
Q3 2025- GOOG6.65%
- DIS6.38%
- PYPL5.76%
- AMZN5.65%
- MSFT5.49%
- UBER5.35%
- DKS5.01%
- MCD4.86%
- KO4.82%
- META4.66%
Share classes counted separately54.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MCDWeight increased · +2.63 pp2.23% → 4.86%Shares +29.65K (+31.74%)
- CARTWeight increased · +1.68 pp1.28% → 2.96%Shares +272.10K (+78.46%)
- NKEWeight decreased · -1.36 pp3.50% → 2.14%Shares -367.25K (-60.89%)
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 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGALPHABET INC-CL C View history and evidence | $51.17M | 6.65% | 210.12K shares | 6.15% → 6.65%+0.50 pp -214.50K (-50.52%) | Reduced | ↗▾ |
| 02 | DISWALT DISNEY CO/THE View history and evidence | $49.11M | 6.38% | 428.90K shares | 6.51% → 6.38%-0.13 pp -214.03K (-33.29%) | Reduced | ↗▾ |
| 03 | PYPLPAYPAL HOLDINGS INC View history and evidence | $44.35M | 5.76% | 661.27K shares | 6.54% → 5.76%-0.78 pp -417.63K (-38.71%) | Reduced | ↗▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $43.48M | 5.65% | 198.04K shares | 4.92% → 5.65%+0.73 pp -76.53K (-27.87%) | Reduced | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $42.26M | 5.49% | 81.59K shares | 5.48% → 5.49%+0.01 pp -53.46K (-39.58%) | Reduced | ↗▾ |
| 06 | UBERUBER TECHNOLOGIES INC View history and evidence | $41.15M | 5.35% | 420.02K shares | 5.20% → 5.35%+0.15 pp -262.73K (-38.48%) | Reduced | ↗▾ |
| 07 | DKSDICK'S SPORTING GOODS INC View history and evidence | $38.53M | 5.01% | 173.38K shares | 5.78% → 5.01%-0.77 pp -184.72K (-51.58%) | Reduced | ↗▾ |
| 08 | MCDMCDONALD'S CORP View history and evidence | $37.40M | 4.86% | 123.06K shares | 2.23% → 4.86%+2.63 pp +29.65K (+31.74%) | Added | ↗▾ |
| 09 | KOCOCA-COLA CO/THE View history and evidence | $37.12M | 4.82% | 559.75K shares | 5.32% → 4.82%-0.50 pp -361.32K (-39.23%) | Reduced | ↗▾ |
| 10 | METAMETA PLATFORMS INC-CLASS A View history and evidence | $35.89M | 4.66% | 48.87K shares | 4.79% → 4.66%-0.13 pp -30.70K (-38.59%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1455253 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 769580790
}Take these holdings further.
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