13F HOLDINGS REPORT
HS Management Partners, LLC
Quarter ended Q3 2025 · Filed October 23, 2025 · Accession 0001455253-25-000014
Total Value
$769.6M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC CL C | GOOG | 210,119 | $51.2M | 6.65% |
| 2 | DISNEY WALT CO COM | 254687106 | 428,900 | $49.1M | 6.38% |
| 3 | PAYPAL HOLDINGS INC | PYPL | 661,275 | $44.3M | 5.76% |
| 4 | AMAZON.COM INC | AMZN | 198,040 | $43.5M | 5.65% |
| 5 | MICROSOFT CORP | MSFT | 81,595 | $42.3M | 5.49% |
| 6 | UBER TECHNOLOGIES INC | UBER | 420,025 | $41.1M | 5.35% |
| 7 | DICKS SPORTING GOODS INC | 253393102 | 173,382 | $38.5M | 5.01% |
| 8 | MCDONALDS CORP | MCD | 123,062 | $37.4M | 4.86% |
| 9 | COCA-COLA CO | KO | 559,750 | $37.1M | 4.82% |
| 10 | META PLATFORMS INC - CL A | META | 48,870 | $35.9M | 4.66% |
| 11 | BOOKING HOLDINGS INC | BKNG | 5,871 | $31.7M | 4.12% |
| 12 | PROCTER & GAMBLE | 742718109 | 204,850 | $31.5M | 4.09% |
| 13 | RALPH LAUREN CORP CL A | RL | 86,115 | $27.0M | 3.51% |
| 14 | PEPSICO INCORPORATED | PEP | 186,201 | $26.2M | 3.40% |
| 15 | WILLIAMS-SONOMA INC | WSM | 132,417 | $25.9M | 3.36% |
| 16 | DOMINO'S PIZZA, INC. | DPZ | 59,490 | $25.7M | 3.34% |
| 17 | MAPLEBEAR INC | CART | 618,900 | $22.8M | 2.96% |
| 18 | AIRBNB | ABNB | 179,585 | $21.8M | 2.83% |
| 19 | STARBUCKS CORP | SBUX | 255,459 | $21.6M | 2.81% |
| 20 | GAP INC | GAP | 996,200 | $21.3M | 2.77% |
| 21 | MATTEL INC COM | MAT | 1,263,175 | $21.3M | 2.76% |
| 22 | VISA INC CL A COMMON STOCK | V | 55,575 | $19.0M | 2.47% |
| 23 | HOME DEPOT INC | HD | 46,375 | $18.8M | 2.44% |
| 24 | LULULEMON ATHLETICA INC | LULU | 102,750 | $18.3M | 2.38% |
| 25 | NIKE INC CL B | NKE | 235,875 | $16.4M | 2.14% |