13F HOLDINGS REPORT
HS Management Partners, LLC
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001455253-26-000003
Total Value
$468.5M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC CL C | GOOG | 103,814 | $32.6M | 6.95% |
| 2 | AMAZON.COM INC | AMZN | 129,395 | $29.9M | 6.37% |
| 3 | DISNEY WALT CO COM | 254687106 | 254,150 | $28.9M | 6.17% |
| 4 | META PLATFORMS INC - CL A | META | 40,145 | $26.5M | 5.66% |
| 5 | MICROSOFT CORP | MSFT | 54,327 | $26.3M | 5.61% |
| 6 | DICKS SPORTING GOODS INC | 253393102 | 126,385 | $25.0M | 5.34% |
| 7 | MCDONALDS CORP | MCD | 81,749 | $25.0M | 5.33% |
| 8 | GAP INC | GAP | 890,575 | $22.8M | 4.87% |
| 9 | UBER TECHNOLOGIES INC | UBER | 276,075 | $22.6M | 4.81% |
| 10 | NETFLIX INC | NFLX | 240,410 | $22.5M | 4.81% |
| 11 | BOOKING HOLDINGS INC | BKNG | 4,155 | $22.3M | 4.75% |
| 12 | COCA-COLA CO | KO | 304,453 | $21.3M | 4.54% |
| 13 | NIKE INC CL B | NKE | 328,000 | $20.9M | 4.46% |
| 14 | STARBUCKS CORP | SBUX | 181,900 | $15.3M | 3.27% |
| 15 | MAPLEBEAR INC | CART | 338,100 | $15.2M | 3.25% |
| 16 | WILLIAMS-SONOMA INC | WSM | 81,575 | $14.6M | 3.11% |
| 17 | RALPH LAUREN CORP CL A | RL | 39,765 | $14.1M | 3.00% |
| 18 | DOMINO'S PIZZA, INC. | DPZ | 33,200 | $13.8M | 2.95% |
| 19 | MATTEL INC COM | MAT | 683,200 | $13.6M | 2.89% |
| 20 | AIRBNB | ABNB | 97,135 | $13.2M | 2.81% |
| 21 | VISA INC CL A COMMON STOCK | V | 36,285 | $12.7M | 2.72% |
| 22 | HOME DEPOT INC | HD | 33,235 | $11.4M | 2.44% |
| 23 | PAYPAL HOLDINGS INC | PYPL | 172,725 | $10.1M | 2.15% |
| 24 | PEPSICO INCORPORATED | PEP | 56,473 | $8.1M | 1.73% |