HS Management Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), HS Management Partners, LLC reported 23 stock positions worth $1.5 billion. Its top holding was PayPal (PYPL) at 6.7% of the portfolio, followed by Walt Disney (DIS, 6.2%) and Lululemon Athletica (LULU, 5.9%). Compared with Q3 2024, it added to 6 and reduced 17. The biggest buy was Uber Technologies (UBER, shares +149%) and the biggest sale Starbucks (SBUX, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001455253
- Portfolio Value
- $1.5B (Q4 2024)
- SEC Filing
- 0001455253-25-000002 ↗ filed Feb 6, 2025
Holdings Value
Holdings 23 stocks · $1.5B
| PYPL PayPal Holdings Inc. | 6.69% | 1,141,500 | $97.4M | Reduce -23.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 6.20% | 810,825 | $90.3M | Reduce -17.6% |
| LULU Lululemon Athletica Inc. | 5.91% | 224,775 | $86.0M | Reduce -27.9% |
| GOOG Alphabet Inc. Class C | 5.85% | 446,724 | $85.1M | Reduce -19.0% |
| META Meta Platforms Inc. Class A | 5.57% | 138,375 | $81.0M | Reduce -6.8% |
| KO The Coca-Cola Co. | 5.19% | 1,212,365 | $75.5M | Reduce -7.2% |
| DKS Dick's Sporting Goods Inc. | 5.10% | 324,167 | $74.2M | Reduce -2.9% |
| WSM Williams-Sonoma Inc. | 4.83% | 379,198 | $70.2M | Reduce -5.5% |
| UBER Uber Technologies Inc. | 4.64% | 1,118,950 | $67.5M | Add +149.4% |
| NKE Nike Inc. Class B | 4.53% | 871,325 | $65.9M | Add +34.1% |
| BKNG Booking Holdings Inc. | 4.53% | 13,268 | $65.9M | Reduce -39.4% |
| PEP Pepsico Inc. | 4.41% | 422,051 | $64.2M | Reduce -5.8% |
| MCD McDonald's Corp. | 4.22% | 211,950 | $61.4M | Reduce -15.6% |
| MSFT Microsoft Corp. | 4.20% | 145,038 | $61.1M | Reduce -15.3% |
| RL Ralph Lauren Corp. | 4.17% | 262,919 | $60.7M | Reduce -14.3% |
| SBUX Starbucks Corp. | 3.60% | 573,694 | $52.3M | Reduce -29.8% |
| BBY Best Buy Co. Inc. | 3.12% | 528,875 | $45.4M | Reduce -16.3% |
| ABNB Airbnb Inc. Class A | 3.06% | 338,525 | $44.5M | Add +13.4% |
| V Visa Inc. Class A | 3.05% | 140,320 | $44.3M | Reduce -38.6% |
| MAT Mattel Inc. | 2.92% | 2,399,700 | $42.5M | Add +13.4% |
| AMZN Amazon.com Inc. | 2.78% | 184,660 | $40.5M | Reduce -12.9% |
| DPZ Domino's Pizza Inc. | 2.77% | 96,140 | $40.4M | Add +11.6% |
| PG The Procter & Gamble Co. | 2.67% | 231,545 | $38.8M | Add +65.7% |
Portfolio Sells Q3 2024 → Q4 2024
| SBUX Starbucks Corp. | Reduce -29.8% | 3.60% | −1.53 |
| BKNG Booking Holdings Inc. | Reduce -39.4% | 4.53% | −1.41 |
| BBY Best Buy Co. Inc. | Reduce -16.3% | 3.12% | −1.08 |
| V Visa Inc. Class A | Reduce -38.6% | 3.05% | −0.99 |
| KO The Coca-Cola Co. | Reduce -7.2% | 5.19% | −0.85 |
| PYPL PayPal Holdings Inc. | Reduce -23.5% | 6.69% | −0.80 |
| MCD McDonald's Corp. | Reduce -15.6% | 4.22% | −0.70 |
| MSFT Microsoft Corp. | Reduce -15.3% | 4.20% | −0.54 |
| PEP Pepsico Inc. | Reduce -5.8% | 4.41% | −0.49 |
| GOOG Alphabet Inc. Class C | Reduce -19.0% | 5.85% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -6.8% | 5.57% | +0.10 |
| DIS The Walt Disney Co. | Reduce -17.6% | 6.20% | +0.11 |
| AMZN Amazon.com Inc. | Reduce -12.9% | 2.78% | +0.24 |
| RL Ralph Lauren Corp. | Reduce -14.3% | 4.17% | +0.35 |
| LULU Lululemon Athletica Inc. | Reduce -27.9% | 5.91% | +0.47 |
| DKS Dick's Sporting Goods Inc. | Reduce -2.9% | 5.10% | +0.62 |
| WSM Williams-Sonoma Inc. | Reduce -5.5% | 4.83% | +0.83 |
Portfolio Buys Q3 2024 → Q4 2024
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 |