Filed: 5/5/2025ACC: 0001455253-25-000006
📋 What this filing means
HS MANAGEMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $1.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$1.24B
Total AUM (reported)
13.05M
Total Shares
Allocation by class
COM$1.24B100.0%
Portfolio Concentration
Top 3$251.37M20.3%
4–10$432.77M35.0%
11–25$552.15M44.7%
Top 3 weight
20.3%
Top 10 weight
55.3%
Voting Authority Distribution
Total shares with voting rights: 13.05M
Sole
Full voting authority
12.94M
shares
% of voting shares99.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
109.53K
shares
% of voting shares0.8%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeSole · 99.2% of voting shares
Institutional Holdings23
Rows:
COCA-COLA CO
SOLEShares1.19M
TypeSH
Market value$85.37M
6.91%
Sole
1.18M
Shared
0.00
None
9.93K
PAYPAL HOLDINGS INC
SOLEShares1.30M
TypeSH
Market value$84.76M
6.86%
Sole
1.29M
Shared
0.00
None
10.70K
DICKS SPORTING GOODS INC
SOLEShares403.04K
TypeSH
Market value$81.24M
6.57%
Sole
399.62K
Shared
0.00
None
3.42K
DISNEY WALT CO COM
SOLEShares764.95K
TypeSH
Market value$75.50M
6.11%
Sole
758.55K
Shared
0.00
None
6.40K
ALPHABET INC CL C
SOLEShares429.75K
TypeSH
Market value$67.14M
5.43%
Sole
426.14K
Shared
0.00
None
3.60K
BOOKING HOLDINGS INC
SOLEShares13.55K
TypeSH
Market value$62.43M
5.05%
Sole
13.45K
Shared
0.00
None
107.00
UBER TECHNOLOGIES INC
SOLEShares818.05K
TypeSH
Market value$59.60M
4.82%
Sole
811.42K
Shared
0.00
None
6.63K
MICROSOFT CORP
SOLEShares154.72K
TypeSH
Market value$58.08M
4.70%
Sole
153.42K
Shared
0.00
None
1.29K
LULULEMON ATHLETICA INC
SOLEShares194.86K
TypeSH
Market value$55.16M
4.46%
Sole
193.22K
Shared
0.00
None
1.64K
RALPH LAUREN CORP CL A
SOLEShares248.51K
TypeSH
Market value$54.86M
4.44%
Sole
246.49K
Shared
0.00
None
2.02K
PEPSICO INCORPORATED
SOLEShares357.91K
TypeSH
Market value$53.66M
4.34%
Sole
354.63K
Shared
0.00
None
3.28K
META PLATFORMS INC - CL A
SOLEShares91.46K
TypeSH
Market value$52.71M
4.26%
Sole
90.81K
Shared
0.00
None
655.00
GAP INC
SOLEShares2.38M
TypeSH
Market value$49.05M
3.97%
Sole
2.36M
Shared
0.00
None
19.70K
NIKE INC CL B
SOLEShares765.73K
TypeSH
Market value$48.61M
3.93%
Sole
759.48K
Shared
0.00
None
6.25K
AMAZON.COM INC
SOLEShares240.91K
TypeSH
Market value$45.84M
3.71%
Sole
238.38K
Shared
0.00
None
2.52K
MATTEL INC COM
SOLEShares2.26M
TypeSH
Market value$43.86M
3.55%
Sole
2.24M
Shared
0.00
None
19.88K
MCDONALDS CORP
SOLEShares137.81K
TypeSH
Market value$43.05M
3.48%
Sole
136.72K
Shared
0.00
None
1.09K
DOMINO'S PIZZA, INC.
SOLEShares92.86K
TypeSH
Market value$42.67M
3.45%
Sole
92.15K
Shared
0.00
None
715.00
PROCTER & GAMBLE
SOLEShares227.12K
TypeSH
Market value$38.71M
3.13%
Sole
225.19K
Shared
0.00
None
1.93K
STARBUCKS CORP
SOLEShares381.93K
TypeSH
Market value$37.46M
3.03%
Sole
378.95K
Shared
0.00
None
2.98K
AIRBNB
SOLEShares306.71K
TypeSH
Market value$36.64M
2.96%
Sole
304.13K
Shared
0.00
None
2.58K
WILLIAMS-SONOMA INC
SOLEShares214.23K
TypeSH
Market value$33.87M
2.74%
Sole
212.61K
Shared
0.00
None
1.62K
VISA INC CL A COMMON STOCK
SOLEShares74.27K
TypeSH
Market value$26.03M
2.11%
Sole
73.65K
Shared
0.00
None
615.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COCA-COLA COSOLE | COM | 1.19M | SH | $85.37M 6.91% | 1.18M | 0.00 | 9.93K |
PAYPAL HOLDINGS INCSOLE | COM | 1.30M | SH | $84.76M 6.86% | 1.29M | 0.00 | 10.70K |
DICKS SPORTING GOODS INCSOLE | COM | 403.04K | SH | $81.24M 6.57% | 399.62K | 0.00 | 3.42K |
DISNEY WALT CO COMSOLE | COM | 764.95K | SH | $75.50M 6.11% | 758.55K | 0.00 | 6.40K |
ALPHABET INC CL CSOLE | COM | 429.75K | SH | $67.14M 5.43% | 426.14K | 0.00 | 3.60K |
BOOKING HOLDINGS INCSOLE | COM | 13.55K | SH | $62.43M 5.05% | 13.45K | 0.00 | 107.00 |
UBER TECHNOLOGIES INCSOLE | COM | 818.05K | SH | $59.60M 4.82% | 811.42K | 0.00 | 6.63K |
MICROSOFT CORPSOLE | COM | 154.72K | SH | $58.08M 4.70% | 153.42K | 0.00 | 1.29K |
LULULEMON ATHLETICA INCSOLE | COM | 194.86K | SH | $55.16M 4.46% | 193.22K | 0.00 | 1.64K |
RALPH LAUREN CORP CL ASOLE | COM | 248.51K | SH | $54.86M 4.44% | 246.49K | 0.00 | 2.02K |
PEPSICO INCORPORATEDSOLE | COM | 357.91K | SH | $53.66M 4.34% | 354.63K | 0.00 | 3.28K |
META PLATFORMS INC - CL ASOLE | COM | 91.46K | SH | $52.71M 4.26% | 90.81K | 0.00 | 655.00 |
GAP INCSOLE | COM | 2.38M | SH | $49.05M 3.97% | 2.36M | 0.00 | 19.70K |
NIKE INC CL BSOLE | COM | 765.73K | SH | $48.61M 3.93% | 759.48K | 0.00 | 6.25K |
AMAZON.COM INCSOLE | COM | 240.91K | SH | $45.84M 3.71% | 238.38K | 0.00 | 2.52K |
MATTEL INC COMSOLE | COM | 2.26M | SH | $43.86M 3.55% | 2.24M | 0.00 | 19.88K |
MCDONALDS CORPSOLE | COM | 137.81K | SH | $43.05M 3.48% | 136.72K | 0.00 | 1.09K |
DOMINO'S PIZZA, INC.SOLE | COM | 92.86K | SH | $42.67M 3.45% | 92.15K | 0.00 | 715.00 |
PROCTER & GAMBLESOLE | COM | 227.12K | SH | $38.71M 3.13% | 225.19K | 0.00 | 1.93K |
STARBUCKS CORPSOLE | COM | 381.93K | SH | $37.46M 3.03% | 378.95K | 0.00 | 2.98K |
AIRBNBSOLE | COM | 306.71K | SH | $36.64M 2.96% | 304.13K | 0.00 | 2.58K |
WILLIAMS-SONOMA INCSOLE | COM | 214.23K | SH | $33.87M 2.74% | 212.61K | 0.00 | 1.62K |
VISA INC CL A COMMON STOCKSOLE | COM | 74.27K | SH | $26.03M 2.11% | 73.65K | 0.00 | 615.00 |