HS Management Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), HS Management Partners, LLC reported 24 stock positions worth $291.1 million. Its top holding was Alphabet Class C (GOOG) at 7.3% of the portfolio, followed by Amazon.com (AMZN, 5.6%) and Microsoft (MSFT, 5.5%). Compared with Q1 2026, it added to 11 and reduced 13. The biggest buy was Spotify Technology (SPOT, shares +119%) and the biggest sale Nike Class B (NKE, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001455253
- Portfolio Value
- $291.1M (Q2 2026)
- SEC Filing
- 0001455253-26-000012 ↗ filed Aug 6, 2026
Holdings Value
Holdings 24 stocks · $291.1M
| GOOG Alphabet Inc. Class C | 7.29% | 60,093 | $21.2M | Reduce -16.6% |
| AMZN Amazon.com Inc. | 5.63% | 68,740 | $16.4M | Reduce -29.7% |
| MSFT Microsoft Corp. | 5.48% | 42,766 | $16.0M | Reduce -3.8% |
| UBER Uber Technologies Inc. | 5.47% | 220,484 | $15.9M | Add +0.5% |
| AXP American Express Co. | 5.24% | 45,119 | $15.3M | Add +32.2% |
| NFLX Netflix Inc. | 5.12% | 208,599 | $14.9M | Add +2.6% |
| META Meta Platforms Inc. Class A | 4.92% | 25,409 | $14.3M | Reduce -13.7% |
| V Visa Inc. Class A | 4.86% | 41,229 | $14.1M | Add +30.6% |
| MCD McDonald's Corp. | 4.74% | 51,094 | $13.8M | Add +43.3% |
| DKS Dick's Sporting Goods Inc. | 4.66% | 59,753 | $13.6M | Reduce -31.9% |
| SPOT Spotify Technology SA | 4.60% | 29,194 | $13.4M | Add +119.2% |
| KO The Coca-Cola Co. | 4.53% | 162,277 | $13.2M | Add +8.6% |
| KMB Kimberly-Clark Corp. | 4.45% | 118,000 | $13.0M | Add +78.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 4.33% | 130,995 | $12.6M | Reduce -20.5% |
| WSM Williams-Sonoma Inc. | 3.71% | 46,353 | $10.8M | Reduce -12.7% |
| BKNG Booking Holdings Inc. | 3.65% | 59,575 | $10.6M | Reduce -22.4% |
| RL Ralph Lauren Corp. | 3.52% | 25,525 | $10.2M | Reduce -0.2% |
| DPZ Domino's Pizza Inc. | 3.48% | 34,262 | $10.1M | Add +13.1% |
| ABNB Airbnb Inc. Class A | 3.30% | 67,186 | $9.6M | Add +23.0% |
| CART Maplebear Inc. | 2.79% | 171,434 | $8.1M | Reduce -7.6% |
| GAP The Gap Inc. | 2.56% | 398,957 | $7.5M | Reduce -2.2% |
| HD Home Depot Inc. | 2.51% | 20,755 | $7.3M | Add +122.6% |
| SBUX Starbucks Corp. | 1.99% | 56,808 | $5.8M | Reduce -24.8% |
| NKE Nike Inc. Class B | 1.15% | 81,572 | $3.3M | Reduce -63.8% |
Portfolio Sells Q1 2026 → Q2 2026
| NKE Nike Inc. Class B | Reduce -63.8% | 1.15% | −3.02 |
| AMZN Amazon.com Inc. | Reduce -29.7% | 5.63% | −1.49 |
| DKS Dick's Sporting Goods Inc. | Reduce -31.9% | 4.66% | −1.43 |
| DIS The Walt Disney Co. | Reduce -20.5% | 4.33% | −1.23 |
| META Meta Platforms Inc. Class A | Reduce -13.7% | 4.92% | −0.97 |
| GAP The Gap Inc. | Reduce -2.2% | 2.56% | −0.89 |
| BKNG Booking Holdings Inc. | Reduce -22.4% | 3.65% | −0.87 |
| SBUX Starbucks Corp. | Reduce -24.8% | 1.99% | −0.38 |
| MSFT Microsoft Corp. | Reduce -3.8% | 5.48% | −0.28 |
| GOOG Alphabet Inc. Class C | Reduce -16.6% | 7.29% | +0.07 |
| WSM Williams-Sonoma Inc. | Reduce -12.7% | 3.71% | +0.33 |
| CART Maplebear Inc. | Reduce -7.6% | 2.79% | +0.36 |
| RL Ralph Lauren Corp. | Reduce -0.2% | 3.52% | +0.44 |
Portfolio Buys Q1 2026 → Q2 2026
| SPOT Spotify Technology SA | Add +119.2% | 4.60% | +2.35 |
| KMB Kimberly-Clark Corp. | Add +78.7% | 4.45% | +2.22 |
| AXP American Express Co. | Add +32.2% | 5.24% | +1.63 |
| V Visa Inc. Class A | Add +30.6% | 4.86% | +1.52 |
| HD Home Depot Inc. | Add +122.6% | 2.51% | +1.44 |
| ABNB Airbnb Inc. Class A | Add +23.0% | 3.30% | +0.89 |
| MCD McDonald's Corp. | Add +43.3% | 4.74% | +0.87 |
| KO The Coca-Cola Co. | Add +8.6% | 4.53% | +0.55 |
| UBER Uber Technologies Inc. | Add +0.5% | 5.47% | −0.06 |
| DPZ Domino's Pizza Inc. | Add +13.1% | 3.48% | −0.32 |
| NFLX Netflix Inc. | Add +2.6% | 5.12% | −1.72 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $291.1M | GOOG, AMZN, MSFT, UBER, AXP |
| Q1 2026 | 24 | $285.8M | GOOG, AMZN, NFLX, DKS, META |
| Q4 2025 | 24 | $468.5M | GOOG, AMZN, DIS, META, MSFT |
| Q3 2025 | 25 | $769.6M | GOOG, DIS, PYPL, AMZN, MSFT |
| Q2 2025Amended | 25 | $1.2B | PYPL, DIS, GOOG, DKS, MSFT |
| Q1 2025 | 23 | $1.2B | KO, PYPL, DKS, DIS, GOOG |
| Q4 2024 | 23 | $1.5B | PYPL, DIS, LULU, GOOG, META |
| Q3 2024 | 23 | $1.6B | PYPL, DIS, KO, BKNG, GOOG |
| Q2 2024 | 22 | $1.8B | GOOG, KO, PYPL, META, DKS |
| Q1 2024 | 23 | $2.2B | GOOG, PYPL, KO, BBY, PEP |