HS Management Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), HS Management Partners, LLC reported 24 stock positions worth $285.8 million. Its top holding was Alphabet Class C (GOOG) at 7.2% of the portfolio, followed by Amazon.com (AMZN, 7.1%) and Netflix (NFLX, 6.8%). Compared with Q4 2025, it opened 3 new positions, sold out of 3 and reduced 21. The biggest buy was a new position in American Express (AXP) and the biggest sale an exit from Mattel (MAT).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001455253
- Portfolio Value
- $285.8M (Q1 2026)
- SEC Filing
- 0001455253-26-000006 ↗ filed Apr 27, 2026
Holdings Value
Holdings 24 stocks · $285.8M
| GOOG Alphabet Inc. Class C | 7.23% | 72,018 | $20.7M | Reduce -30.6% |
| AMZN Amazon.com Inc. | 7.12% | 97,720 | $20.4M | Reduce -24.5% |
| NFLX Netflix Inc. | 6.84% | 203,254 | $19.5M | Reduce -15.5% |
| DKS Dick's Sporting Goods Inc. | 6.08% | 87,678 | $17.4M | Reduce -30.6% |
| META Meta Platforms Inc. Class A | 5.89% | 29,424 | $16.8M | Reduce -26.7% |
| MSFT Microsoft Corp. | 5.76% | 44,446 | $16.5M | Reduce -18.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 5.56% | 164,845 | $15.9M | Reduce -35.1% |
| UBER Uber Technologies Inc. | 5.52% | 219,459 | $15.8M | Reduce -20.5% |
| BKNG Booking Holdings Inc. | 4.52% | 3,070 | $12.9M | Reduce -26.1% |
| NKE Nike Inc. Class B | 4.17% | 225,597 | $11.9M | Reduce -31.2% |
| KO The Coca-Cola Co. | 3.98% | 149,452 | $11.4M | Reduce -50.9% |
| MCD McDonald's Corp. | 3.88% | 35,662 | $11.1M | Reduce -56.4% |
| DPZ Domino's Pizza Inc. | 3.80% | 30,297 | $10.9M | Reduce -8.7% |
| AXP American Express Co. | 3.61% | 34,129 | $10.3M | New |
| GAP The Gap Inc. | 3.45% | 407,857 | $9.9M | Reduce -54.2% |
| WSM Williams-Sonoma Inc. | 3.39% | 53,088 | $9.7M | Reduce -34.9% |
| V Visa Inc. Class A | 3.34% | 31,579 | $9.5M | Reduce -13.0% |
| RL Ralph Lauren Corp. | 3.08% | 25,580 | $8.8M | Reduce -35.7% |
| CART Maplebear Inc. | 2.43% | 185,559 | $7.0M | Reduce -45.1% |
| ABNB Airbnb Inc. Class A | 2.41% | 54,636 | $6.9M | Reduce -43.8% |
| SBUX Starbucks Corp. | 2.37% | 75,583 | $6.8M | Reduce -58.5% |
| SPOT Spotify Technology SA | 2.26% | 13,319 | $6.5M | New |
| KMB Kimberly-Clark Corp. | 2.23% | 66,025 | $6.4M | New |
| HD Home Depot Inc. | 1.07% | 9,325 | $3.1M | Reduce -71.9% |
Portfolio Sells Q4 2025 → Q1 2026
| MAT Mattel Inc. | Sold out | 0.00% | −2.89 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −2.15 |
| PEP Pepsico Inc. | Sold out | 0.00% | −1.73 |
| MCD McDonald's Corp. | Reduce -56.4% | 3.88% | −1.45 |
| GAP The Gap Inc. | Reduce -54.2% | 3.45% | −1.41 |
| HD Home Depot Inc. | Reduce -71.9% | 1.07% | −1.37 |
| SBUX Starbucks Corp. | Reduce -58.5% | 2.37% | −0.90 |
| CART Maplebear Inc. | Reduce -45.1% | 2.43% | −0.81 |
| DIS The Walt Disney Co. | Reduce -35.1% | 5.56% | −0.61 |
| KO The Coca-Cola Co. | Reduce -50.9% | 3.98% | −0.57 |
| ABNB Airbnb Inc. Class A | Reduce -43.8% | 2.41% | −0.40 |
| NKE Nike Inc. Class B | Reduce -31.2% | 4.17% | −0.29 |
| BKNG Booking Holdings Inc. | Reduce -26.1% | 4.52% | −0.23 |
| RL Ralph Lauren Corp. | Reduce -35.7% | 3.08% | +0.08 |
| MSFT Microsoft Corp. | Reduce -18.2% | 5.76% | +0.15 |
| META Meta Platforms Inc. Class A | Reduce -26.7% | 5.89% | +0.23 |
| GOOG Alphabet Inc. Class C | Reduce -30.6% | 7.23% | +0.28 |
| WSM Williams-Sonoma Inc. | Reduce -34.9% | 3.39% | +0.28 |
| V Visa Inc. Class A | Reduce -13.0% | 3.34% | +0.62 |
| UBER Uber Technologies Inc. | Reduce -20.5% | 5.52% | +0.71 |
| DKS Dick's Sporting Goods Inc. | Reduce -30.6% | 6.08% | +0.74 |
| AMZN Amazon.com Inc. | Reduce -24.5% | 7.12% | +0.75 |
| DPZ Domino's Pizza Inc. | Reduce -8.7% | 3.80% | +0.85 |
| NFLX Netflix Inc. | Reduce -15.5% | 6.84% | +2.03 |
Portfolio Buys Q4 2025 → Q1 2026
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 |