The Analysis of HS Management Partners, LLC's Holdings


Currently, HS Management Partners, LLC holds 24 types of securities in its portfolio with a total value $468.5M. In the most recent quarter, they have increased their positions in NFLX (+240.4K shares, valued at $22.5M), NKE (+92.1K shares, valued at $5.9M); decreased their positions in N/A (-106.3K shares, valued at $33.4M), PYPL (-488.6K shares, valued at $28.5M), DIS (-174.8K shares, valued at $19.9M); initiated new positions in NFLX (+240.4K shares, valued at $22.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALPHABET INC CL C ALPHABET INC CL C103.8K shares-50.59%2025-12-312026-02-09history
AMZN AMAZON.COM INC129.4K shares-34.66%2025-12-312026-02-09history
DIS DISNEY WALT CO COM254.2K shares-40.74%2025-12-312026-02-09history
META META PLATFORMS INC - CL A40.1K shares-17.85%2025-12-312026-02-09history
MSFT MICROSOFT CORP54.3K shares-33.42%2025-12-312026-02-09history
DKS DICKS SPORTING GOODS INC126.4K shares-27.11%2025-12-312026-02-09history
MCD MCDONALDS CORP81.7K shares-33.57%2025-12-312026-02-09history
GAP GAP INC890.6K shares-10.60%2025-12-312026-02-09history
Sponsored
UBER UBER TECHNOLOGIES INC276.1K shares-34.27%2025-12-312026-02-09history
NFLX NETFLIX INC240.4K sharesnew addition2025-12-312026-02-09history
BKNG BOOKING HOLDINGS INC4.2K shares-29.23%2025-12-312026-02-09history
KO COCA-COLA CO304.5K shares-45.61%2025-12-312026-02-09history
NKE NIKE INC CL B328.0K shares39.06%2025-12-312026-02-09history
SBUX STARBUCKS CORP181.9K shares-28.79%2025-12-312026-02-09history
CART MAPLEBEAR INC338.1K shares-45.37%2025-12-312026-02-09history
WSM WILLIAMS-SONOMA INC81.6K shares-38.40%2025-12-312026-02-09history
Sponsored
RL RALPH LAUREN CORP CL A39.8K shares-53.82%2025-12-312026-02-09history
DPZ DOMINO'S PIZZA, INC.33.2K shares-44.19%2025-12-312026-02-09history
MAT MATTEL INC COM683.2K shares-45.91%2025-12-312026-02-09history
ABNB AIRBNB97.1K shares-45.91%2025-12-312026-02-09history
V VISA INC CL A COMMON STOCK36.3K shares-34.71%2025-12-312026-02-09history
HD HOME DEPOT INC33.2K shares-28.33%2025-12-312026-02-09history
PYPL PAYPAL HOLDINGS INC172.7K shares-73.88%2025-12-312026-02-09history
PEP PEPSICO INCORPORATED56.5K shares-69.67%2025-12-312026-02-09history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available