13F HOLDINGS REPORT
HS Management Partners, LLC
Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001455253-25-000008
Total Value
$1.23B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PAYPAL HOLDINGS INC | PYPL | 1,078,900 | $80.2M | 6.54% |
| 2 | DISNEY WALT CO COM | 254687106 | 642,925 | $79.7M | 6.51% |
| 3 | ALPHABET INC CL C | GOOG | 424,624 | $75.3M | 6.15% |
| 4 | DICKS SPORTING GOODS INC | 253393102 | 358,097 | $70.8M | 5.78% |
| 5 | MICROSOFT CORP | MSFT | 135,055 | $67.2M | 5.48% |
| 6 | COCA-COLA CO | KO | 921,075 | $65.2M | 5.32% |
| 7 | UBER TECHNOLOGIES INC | UBER | 682,750 | $63.7M | 5.20% |
| 8 | BOOKING HOLDINGS INC | BKNG | 10,458 | $60.5M | 4.94% |
| 9 | AMAZON.COM INC | AMZN | 274,570 | $60.2M | 4.92% |
| 10 | META PLATFORMS INC - CL A | META | 79,575 | $58.7M | 4.79% |
| 11 | GAP INC | GAP | 2,255,200 | $49.2M | 4.01% |
| 12 | RALPH LAUREN CORP CL A | RL | 172,614 | $47.3M | 3.86% |
| 13 | PEPSICO INCORPORATED | PEP | 354,556 | $46.8M | 3.82% |
| 14 | MATTEL INC COM | MAT | 2,358,525 | $46.5M | 3.80% |
| 15 | PROCTER & GAMBLE | 742718109 | 277,895 | $44.3M | 3.61% |
| 16 | NIKE INC CL B | NKE | 603,125 | $42.8M | 3.50% |
| 17 | WILLIAMS-SONOMA INC | WSM | 258,307 | $42.2M | 3.44% |
| 18 | AIRBNB | ABNB | 282,810 | $37.4M | 3.05% |
| 19 | DOMINO'S PIZZA, INC. | DPZ | 82,750 | $37.3M | 3.04% |
| 20 | STARBUCKS CORP | SBUX | 367,319 | $33.7M | 2.75% |
| 21 | LULULEMON ATHLETICA INC | LULU | 125,534 | $29.8M | 2.43% |
| 22 | HOME DEPOT INC | HD | 79,340 | $29.1M | 2.37% |
| 23 | MCDONALDS CORP | MCD | 93,414 | $27.3M | 2.23% |
| 24 | MAPLEBEAR INC | CART | 346,800 | $15.7M | 1.28% |
| 25 | VISA INC CL A COMMON STOCK | V | 39,630 | $14.1M | 1.15% |