Investor
HS Management Partners, LLC
CIK 0001455253 · filed 2026-04-27 · SEC filing
13F book
$285.8M
Positions
24
3 new · 3 sold
Largest name
7.2%
Alphabet Inc
Est. mark
−$26.7M
Price effect on 21 names still held. Flow −$156.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 72K | $20.7M | 7.2% | −$1.94M | Cut−$11.9M |
| Amazon Com Inc | AMZN | 97.7K | $20.4M | 7.1% | −$2.2M | Cut−$9.51M |
| Netflix Inc | NFLX | 203.3K | $19.5M | 6.8% | $485.8K | Cut−$3M |
| Dicks Sporting Goods Inc | — | 87.7K | $17.4M | 6.1% | $28.1K | Cut−$7.63M |
| Meta Platforms, Inc. | META | 29.4K | $16.8M | 5.9% | −$2.59M | Cut−$9.66M |
| Microsoft Corp | MSFT | 44.4K | $16.5M | 5.8% | −$5.04M | Cut−$9.82M |
| Disney Walt Co | — | 164.8K | $15.9M | 5.6% | −$2.87M | Cut−$13M |
| Uber Technologies, Inc | UBER | 219.5K | $15.8M | 5.5% | −$2.15M | Cut−$6.77M |
| Booking Holdings Inc. | BKNG | 3.07K | $12.9M | 4.5% | −$3.52M | Cut−$9.33M |
| NIKE, Inc. | NKE | 225.6K | $11.9M | 4.2% | −$2.46M | Cut−$8.98M |
| Coca Cola Co | KO | 149.5K | $11.4M | 4.0% | $917.6K | Cut−$9.92M |
| Mcdonalds Corp | MCD | 35.7K | $11.1M | 3.9% | $184K | Cut−$13.9M |
| Dominos Pizza Inc | DPZ | 30.3K | $10.9M | 3.8% | −$1.76M | Cut−$2.97M |
| American Express Co | AXP | 34.1K | $10.3M | 3.6% | — | New |
| Gap Inc | GAP | 407.9K | $9.87M | 3.5% | −$571K | Cut−$12.9M |
| Williams Sonoma Inc | WSM | 53.1K | $9.68M | 3.4% | $198.5K | Cut−$4.89M |
| Visa Inc. | V | 31.6K | $9.54M | 3.3% | −$1.53M | Cut−$3.18M |
| Ralph Lauren Corp | RL | 25.6K | $8.8M | 3.1% | −$246.1K | Cut−$5.26M |
| Maplebear Inc. | CART | 185.6K | $6.95M | 2.4% | −$1.4M | Cut−$8.26M |
| Airbnb, Inc. | ABNB | 54.6K | $6.9M | 2.4% | −$515.8K | Cut−$6.28M |
| Starbucks Corp | SBUX | 75.6K | $6.77M | 2.4% | $406.6K | Cut−$8.55M |
| Spotify Technology S.A. | SPOT | 13.3K | $6.46M | 2.3% | — | New |
| Kimberly Clark Corp | KMB | 66K | $6.37M | 2.2% | — | New |
| Home Depot, Inc. | HD | 9.32K | $3.07M | 1.1% | −$141.8K | Cut−$8.37M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.