HS Management Partners, LLC
CIK 1455253 · Holdings on Mar 31, 2026 · First reported Apr 27, 2026
Top ten holdings
Q1 2026- GOOG7.23%
- AMZN7.12%
- NFLX6.84%
- DKS6.08%
- META5.89%
- MSFT5.76%
- DIS5.56%
- UBER5.52%
- BKNG4.52%
- NKE4.17%
Share classes counted separately58.69%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NFLXWeight increased · +2.03 pp4.81% → 6.84%Shares -37.16K (-15.46%)
- MCDWeight decreased · -1.45 pp5.33% → 3.88%Shares -46.09K (-56.38%)
- GAPWeight decreased · -1.42 pp4.87% → 3.45%Shares -482.72K (-54.20%)
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 24
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 | $20.66M | 7.23% | 72.02K shares | 6.95% → 7.23%+0.28 pp -31.80K (-30.63%) | Reduced | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $20.35M | 7.12% | 97.72K shares | 6.37% → 7.12%+0.75 pp -31.68K (-24.48%) | Reduced | ↗▾ |
| 03 | NFLXNETFLIX INC View history and evidence | $19.54M | 6.84% | 203.25K shares | 4.81% → 6.84%+2.03 pp -37.16K (-15.46%) | Reduced | ↗▾ |
| 04 | DKSDICK'S SPORTING GOODS INC View history and evidence | $17.39M | 6.08% | 87.68K shares | 5.34% → 6.08%+0.74 pp -38.71K (-30.63%) | Reduced | ↗▾ |
| 05 | METAMETA PLATFORMS INC-CLASS A View history and evidence | $16.83M | 5.89% | 29.42K shares | 5.66% → 5.89%+0.23 pp -10.72K (-26.71%) | Reduced | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $16.45M | 5.76% | 44.45K shares | 5.61% → 5.76%+0.15 pp -9.88K (-18.19%) | Reduced | ↗▾ |
| 07 | DISWALT DISNEY CO/THE View history and evidence | $15.89M | 5.56% | 164.84K shares | 6.17% → 5.56%-0.61 pp -89.31K (-35.14%) | Reduced | ↗▾ |
| 08 | UBERUBER TECHNOLOGIES INC View history and evidence | $15.79M | 5.52% | 219.46K shares | 4.81% → 5.52%+0.71 pp -56.62K (-20.51%) | Reduced | ↗▾ |
| 09 | BKNGBOOKING HOLDINGS INC View history and evidence | $12.93M | 4.52% | 3.07K shares | 4.75% → 4.52%-0.23 pp -1.08K (-26.11%) | Reduced | ↗▾ |
| 10 | NKENIKE INC -CL B View history and evidence | $11.92M | 4.17% | 225.60K shares | 4.46% → 4.17%-0.29 pp -102.40K (-31.22%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MAT MATTEL INC | Non-derivative | -683,200 | -$13.55M | SEC filing ↗ | SEC filing ↗ |
| PYPL PAYPAL HOLDINGS INC | Non-derivative | -172,725 | -$10.08M | SEC filing ↗ | SEC filing ↗ |
| PEP PEPSICO INC | Non-derivative | -56,473 | -$8.11M | SEC filing ↗ | SEC filing ↗ |
3 / 3 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 285794926
}Take these holdings further.
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