13F HOLDINGS REPORT
HS Management Partners, LLC
Quarter ended Q4 2024 · Filed February 6, 2025 · Accession 0001455253-25-000002
Total Value
$1.46B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PAYPAL HOLDINGS INC | PYPL | 1,141,500 | $97.4M | 6.69% |
| 2 | DISNEY WALT CO COM | 254687106 | 810,825 | $90.3M | 6.20% |
| 3 | LULULEMON ATHLETICA INC | LULU | 224,775 | $86.0M | 5.91% |
| 4 | ALPHABET INC CL C | GOOG | 446,724 | $85.1M | 5.85% |
| 5 | META PLATFORMS INC - CL A | META | 138,375 | $81.0M | 5.57% |
| 6 | COCA-COLA CO | KO | 1,212,365 | $75.5M | 5.19% |
| 7 | DICKS SPORTING GOODS INC | 253393102 | 324,167 | $74.2M | 5.10% |
| 8 | WILLIAMS-SONOMA INC | WSM | 379,198 | $70.2M | 4.83% |
| 9 | UBER TECHNOLOGIES INC | UBER | 1,118,950 | $67.5M | 4.64% |
| 10 | NIKE INC CL B | NKE | 871,325 | $65.9M | 4.53% |
| 11 | BOOKING HOLDINGS INC | BKNG | 13,268 | $65.9M | 4.53% |
| 12 | PEPSICO INCORPORATED | PEP | 422,051 | $64.2M | 4.41% |
| 13 | MCDONALDS CORP | MCD | 211,950 | $61.4M | 4.22% |
| 14 | MICROSOFT CORP | MSFT | 145,038 | $61.1M | 4.20% |
| 15 | RALPH LAUREN CORP CL A | RL | 262,919 | $60.7M | 4.17% |
| 16 | STARBUCKS CORP | SBUX | 573,694 | $52.3M | 3.60% |
| 17 | BEST BUY INC | BBY | 528,875 | $45.4M | 3.12% |
| 18 | AIRBNB | ABNB | 338,525 | $44.5M | 3.06% |
| 19 | VISA INC CL A COMMON STOCK | V | 140,320 | $44.3M | 3.05% |
| 20 | MATTEL INC COM | MAT | 2,399,700 | $42.5M | 2.92% |
| 21 | AMAZON.COM INC | AMZN | 184,660 | $40.5M | 2.78% |
| 22 | DOMINO'S PIZZA, INC. | DPZ | 96,140 | $40.4M | 2.77% |
| 23 | PROCTER & GAMBLE | 742718109 | 231,545 | $38.8M | 2.67% |