13F HOLDINGS REPORT
HS Management Partners, LLC
Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001455253-25-000006
Total Value
$1.24B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COCA-COLA CO | KO | 1,192,015 | $85.4M | 6.91% |
| 2 | PAYPAL HOLDINGS INC | PYPL | 1,299,000 | $84.8M | 6.86% |
| 3 | DICKS SPORTING GOODS INC | 253393102 | 403,042 | $81.2M | 6.57% |
| 4 | DISNEY WALT CO COM | 254687106 | 764,950 | $75.5M | 6.11% |
| 5 | ALPHABET INC CL C | GOOG | 429,749 | $67.1M | 5.43% |
| 6 | BOOKING HOLDINGS INC | BKNG | 13,552 | $62.4M | 5.05% |
| 7 | UBER TECHNOLOGIES INC | UBER | 818,050 | $59.6M | 4.82% |
| 8 | MICROSOFT CORP | MSFT | 154,718 | $58.1M | 4.70% |
| 9 | LULULEMON ATHLETICA INC | LULU | 194,859 | $55.2M | 4.46% |
| 10 | RALPH LAUREN CORP CL A | RL | 248,509 | $54.9M | 4.44% |
| 11 | PEPSICO INCORPORATED | PEP | 357,907 | $53.7M | 4.34% |
| 12 | META PLATFORMS INC - CL A | META | 91,460 | $52.7M | 4.26% |
| 13 | GAP INC | GAP | 2,379,825 | $49.0M | 3.97% |
| 14 | NIKE INC CL B | NKE | 765,725 | $48.6M | 3.93% |
| 15 | AMAZON.COM INC | AMZN | 240,910 | $45.8M | 3.71% |
| 16 | MATTEL INC COM | MAT | 2,257,300 | $43.9M | 3.55% |
| 17 | MCDONALDS CORP | MCD | 137,814 | $43.0M | 3.48% |
| 18 | DOMINO'S PIZZA, INC. | DPZ | 92,865 | $42.7M | 3.45% |
| 19 | PROCTER & GAMBLE | 742718109 | 227,120 | $38.7M | 3.13% |
| 20 | STARBUCKS CORP | SBUX | 381,929 | $37.5M | 3.03% |
| 21 | AIRBNB | ABNB | 306,710 | $36.6M | 2.96% |
| 22 | WILLIAMS-SONOMA INC | WSM | 214,232 | $33.9M | 2.74% |
| 23 | VISA INC CL A COMMON STOCK | V | 74,265 | $26.0M | 2.11% |