HS Management Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), HS Management Partners, LLC reported 25 stock positions worth $769.6 million. Its top holding was Alphabet Class C (GOOG) at 6.6% of the portfolio, followed by Walt Disney (DIS, 6.4%) and PayPal (PYPL, 5.8%). Compared with Q2 2025, it added to 3 and reduced 22. The biggest buy was McDonald's (MCD, shares +32%) and the biggest sale Nike Class B (NKE, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001455253
- Portfolio Value
- $769.6M (Q3 2025)
- SEC Filing
- 0001455253-25-000014 ↗ filed Oct 23, 2025
Holdings Value
Holdings 25 stocks · $769.6M
| GOOG Alphabet Inc. Class C | 6.65% | 210,119 | $51.2M | Reduce -50.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 6.38% | 428,900 | $49.1M | Reduce -33.3% |
| PYPL PayPal Holdings Inc. | 5.76% | 661,275 | $44.3M | Reduce -38.7% |
| AMZN Amazon.com Inc. | 5.65% | 198,040 | $43.5M | Reduce -27.9% |
| MSFT Microsoft Corp. | 5.49% | 81,595 | $42.3M | Reduce -39.6% |
| UBER Uber Technologies Inc. | 5.35% | 420,025 | $41.1M | Reduce -38.5% |
| DKS Dick's Sporting Goods Inc. | 5.01% | 173,382 | $38.5M | Reduce -51.6% |
| MCD McDonald's Corp. | 4.86% | 123,062 | $37.4M | Add +31.7% |
| KO The Coca-Cola Co. | 4.82% | 559,750 | $37.1M | Reduce -39.2% |
| META Meta Platforms Inc. Class A | 4.66% | 48,870 | $35.9M | Reduce -38.6% |
| BKNG Booking Holdings Inc. | 4.12% | 5,871 | $31.7M | Reduce -43.9% |
| PG The Procter & Gamble Co. | 4.09% | 204,850 | $31.5M | Reduce -26.3% |
| RL Ralph Lauren Corp. | 3.51% | 86,115 | $27.0M | Reduce -50.1% |
| PEP Pepsico Inc. | 3.40% | 186,201 | $26.2M | Reduce -47.5% |
| WSM Williams-Sonoma Inc. | 3.36% | 132,417 | $25.9M | Reduce -48.7% |
| DPZ Domino's Pizza Inc. | 3.34% | 59,490 | $25.7M | Reduce -28.1% |
| CART Maplebear Inc. | 2.96% | 618,900 | $22.8M | Add +78.5% |
| ABNB Airbnb Inc. Class A | 2.83% | 179,585 | $21.8M | Reduce -36.5% |
| SBUX Starbucks Corp. | 2.81% | 255,459 | $21.6M | Reduce -30.4% |
| GAP The Gap Inc. | 2.77% | 996,200 | $21.3M | Reduce -55.8% |
| MAT Mattel Inc. | 2.76% | 1,263,175 | $21.3M | Reduce -46.4% |
| V Visa Inc. Class A | 2.47% | 55,575 | $19.0M | Add +40.2% |
| HD Home Depot Inc. | 2.44% | 46,375 | $18.8M | Reduce -41.5% |
| LULU Lululemon Athletica Inc. | 2.38% | 102,750 | $18.3M | Reduce -18.1% |
| NKE Nike Inc. Class B | 2.14% | 235,875 | $16.4M | Reduce -60.9% |
Portfolio Sells Q2 2025 → Q3 2025
| NKE Nike Inc. Class B | Reduce -60.9% | 2.14% | −1.36 |
| GAP The Gap Inc. | Reduce -55.8% | 2.77% | −1.25 |
| MAT Mattel Inc. | Reduce -46.4% | 2.76% | −1.03 |
| BKNG Booking Holdings Inc. | Reduce -43.9% | 4.12% | −0.82 |
| PYPL PayPal Holdings Inc. | Reduce -38.7% | 5.76% | −0.78 |
| DKS Dick's Sporting Goods Inc. | Reduce -51.6% | 5.01% | −0.78 |
| KO The Coca-Cola Co. | Reduce -39.2% | 4.82% | −0.50 |
| PEP Pepsico Inc. | Reduce -47.5% | 3.40% | −0.42 |
| RL Ralph Lauren Corp. | Reduce -50.1% | 3.51% | −0.36 |
| ABNB Airbnb Inc. Class A | Reduce -36.5% | 2.83% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -38.6% | 4.66% | −0.13 |
| DIS The Walt Disney Co. | Reduce -33.3% | 6.38% | −0.13 |
| WSM Williams-Sonoma Inc. | Reduce -48.7% | 3.36% | −0.08 |
| LULU Lululemon Athletica Inc. | Reduce -18.1% | 2.38% | −0.06 |
| MSFT Microsoft Corp. | Reduce -39.6% | 5.49% | +0.01 |
| SBUX Starbucks Corp. | Reduce -30.4% | 2.81% | +0.06 |
| HD Home Depot Inc. | Reduce -41.5% | 2.44% | +0.07 |
| UBER Uber Technologies Inc. | Reduce -38.5% | 5.35% | +0.15 |
| DPZ Domino's Pizza Inc. | Reduce -28.1% | 3.34% | +0.29 |
| PG The Procter & Gamble Co. | Reduce -26.3% | 4.09% | +0.48 |
| GOOG Alphabet Inc. Class C | Reduce -50.5% | 6.65% | +0.50 |
| AMZN Amazon.com Inc. | Reduce -27.9% | 5.65% | +0.73 |
Portfolio Buys Q2 2025 → Q3 2025
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 |