13F HOLDINGS REPORT
HS Management Partners, LLC
Quarter ended Q3 2024 · Filed October 29, 2024 · Accession 0001455253-24-000010
Total Value
$1.55B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PAYPAL HOLDINGS INC | PYPL | 1,492,360 | $116.4M | 7.49% |
| 2 | DISNEY WALT CO COM | 254687106 | 984,540 | $94.7M | 6.09% |
| 3 | COCA-COLA CO | KO | 1,306,549 | $93.9M | 6.04% |
| 4 | BOOKING HOLDINGS INC | BKNG | 21,903 | $92.3M | 5.93% |
| 5 | ALPHABET INC CL C | GOOG | 551,629 | $92.2M | 5.93% |
| 6 | META PLATFORMS INC - CL A | META | 148,490 | $85.0M | 5.47% |
| 7 | LULULEMON ATHLETICA INC | LULU | 311,540 | $84.5M | 5.44% |
| 8 | STARBUCKS CORP | SBUX | 817,252 | $79.7M | 5.13% |
| 9 | MCDONALDS CORP | MCD | 251,165 | $76.5M | 4.92% |
| 10 | PEPSICO INCORPORATED | PEP | 447,856 | $76.2M | 4.90% |
| 11 | MICROSOFT CORP | MSFT | 171,328 | $73.7M | 4.74% |
| 12 | DICKS SPORTING GOODS INC | 253393102 | 333,740 | $69.7M | 4.48% |
| 13 | BEST BUY INC | BBY | 631,760 | $65.3M | 4.20% |
| 14 | VISA INC CL A COMMON STOCK | V | 228,520 | $62.8M | 4.04% |
| 15 | WILLIAMS-SONOMA INC | WSM | 401,105 | $62.1M | 4.00% |
| 16 | RALPH LAUREN CORP CL A | RL | 306,879 | $59.5M | 3.83% |
| 17 | NIKE INC CL B | NKE | 649,540 | $57.4M | 3.69% |
| 18 | MATTEL INC COM | MAT | 2,115,575 | $40.3M | 2.59% |
| 19 | AMAZON.COM INC | AMZN | 211,975 | $39.5M | 2.54% |
| 20 | AIRBNB | ABNB | 298,395 | $37.8M | 2.43% |
| 21 | DOMINO'S PIZZA, INC. | DPZ | 86,130 | $37.0M | 2.38% |
| 22 | UBER TECHNOLOGIES INC | UBER | 448,605 | $33.7M | 2.17% |
| 23 | PROCTER & GAMBLE | 742718109 | 139,775 | $24.2M | 1.56% |