Filed: 7/16/2025ACC: 0001455253-25-000008
📋 What this filing means
HS MANAGEMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $1.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$1.23B
Total AUM (reported)
12.31M
Total Shares
Allocation by class
COM$1.23B100.0%
Portfolio Concentration
Top 3$235.24M19.2%
4–10$446.39M36.4%
11–25$543.51M44.4%
Top 3 weight
19.2%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 12.19M
Sole
Full voting authority
12.19M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
PAYPAL HOLDINGS INC
SOLEShares1.08M
TypeSH
Market value$80.18M
6.54%
Sole
1.07M
Shared
0.00
None
0.00
DISNEY WALT CO COM
SOLEShares642.92K
TypeSH
Market value$79.73M
6.51%
Sole
636.98K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares424.62K
TypeSH
Market value$75.32M
6.15%
Sole
420.27K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares358.10K
TypeSH
Market value$70.84M
5.78%
Sole
354.71K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares135.06K
TypeSH
Market value$67.18M
5.48%
Sole
133.79K
Shared
0.00
None
0.00
COCA-COLA CO
SOLEShares921.08K
TypeSH
Market value$65.17M
5.32%
Sole
912.63K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares682.75K
TypeSH
Market value$63.70M
5.20%
Sole
676.23K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares10.46K
TypeSH
Market value$60.54M
4.94%
Sole
10.36K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares274.57K
TypeSH
Market value$60.24M
4.92%
Sole
271.37K
Shared
0.00
None
0.00
META PLATFORMS INC - CL A
SOLEShares79.58K
TypeSH
Market value$58.73M
4.79%
Sole
78.94K
Shared
0.00
None
0.00
GAP INC
SOLEShares2.26M
TypeSH
Market value$49.19M
4.01%
Sole
2.23M
Shared
0.00
None
0.00
RALPH LAUREN CORP CL A
SOLEShares172.61K
TypeSH
Market value$47.34M
3.86%
Sole
171.09K
Shared
0.00
None
0.00
PEPSICO INCORPORATED
SOLEShares354.56K
TypeSH
Market value$46.82M
3.82%
Sole
351.10K
Shared
0.00
None
0.00
MATTEL INC COM
SOLEShares2.36M
TypeSH
Market value$46.51M
3.80%
Sole
2.34M
Shared
0.00
None
0.00
PROCTER & GAMBLE
SOLEShares277.89K
TypeSH
Market value$44.27M
3.61%
Sole
275.22K
Shared
0.00
None
0.00
NIKE INC CL B
SOLEShares603.13K
TypeSH
Market value$42.85M
3.50%
Sole
597.27K
Shared
0.00
None
0.00
WILLIAMS-SONOMA INC
SOLEShares258.31K
TypeSH
Market value$42.20M
3.44%
Sole
256.01K
Shared
0.00
None
0.00
AIRBNB
SOLEShares282.81K
TypeSH
Market value$37.43M
3.05%
Sole
280.13K
Shared
0.00
None
0.00
DOMINO'S PIZZA, INC.
SOLEShares82.75K
TypeSH
Market value$37.29M
3.04%
Sole
82.03K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares367.32K
TypeSH
Market value$33.66M
2.75%
Sole
364.02K
Shared
0.00
None
0.00
LULULEMON ATHLETICA INC
SOLEShares125.53K
TypeSH
Market value$29.82M
2.43%
Sole
124.25K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares79.34K
TypeSH
Market value$29.09M
2.37%
Sole
78.59K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares93.41K
TypeSH
Market value$27.29M
2.23%
Sole
92.62K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares346.80K
TypeSH
Market value$15.69M
1.28%
Sole
343.32K
Shared
0.00
None
0.00
VISA INC CL A COMMON STOCK
SOLEShares39.63K
TypeSH
Market value$14.07M
1.15%
Sole
39.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PAYPAL HOLDINGS INCSOLE | COM | 1.08M | SH | $80.18M 6.54% | 1.07M | 0.00 | 0.00 |
DISNEY WALT CO COMSOLE | COM | 642.92K | SH | $79.73M 6.51% | 636.98K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | COM | 424.62K | SH | $75.32M 6.15% | 420.27K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 358.10K | SH | $70.84M 5.78% | 354.71K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 135.06K | SH | $67.18M 5.48% | 133.79K | 0.00 | 0.00 |
COCA-COLA COSOLE | COM | 921.08K | SH | $65.17M 5.32% | 912.63K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 682.75K | SH | $63.70M 5.20% | 676.23K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 10.46K | SH | $60.54M 4.94% | 10.36K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 274.57K | SH | $60.24M 4.92% | 271.37K | 0.00 | 0.00 |
META PLATFORMS INC - CL ASOLE | COM | 79.58K | SH | $58.73M 4.79% | 78.94K | 0.00 | 0.00 |
GAP INCSOLE | COM | 2.26M | SH | $49.19M 4.01% | 2.23M | 0.00 | 0.00 |
RALPH LAUREN CORP CL ASOLE | COM | 172.61K | SH | $47.34M 3.86% | 171.09K | 0.00 | 0.00 |
PEPSICO INCORPORATEDSOLE | COM | 354.56K | SH | $46.82M 3.82% | 351.10K | 0.00 | 0.00 |
MATTEL INC COMSOLE | COM | 2.36M | SH | $46.51M 3.80% | 2.34M | 0.00 | 0.00 |
PROCTER & GAMBLESOLE | COM | 277.89K | SH | $44.27M 3.61% | 275.22K | 0.00 | 0.00 |
NIKE INC CL BSOLE | COM | 603.13K | SH | $42.85M 3.50% | 597.27K | 0.00 | 0.00 |
WILLIAMS-SONOMA INCSOLE | COM | 258.31K | SH | $42.20M 3.44% | 256.01K | 0.00 | 0.00 |
AIRBNBSOLE | COM | 282.81K | SH | $37.43M 3.05% | 280.13K | 0.00 | 0.00 |
DOMINO'S PIZZA, INC.SOLE | COM | 82.75K | SH | $37.29M 3.04% | 82.03K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 367.32K | SH | $33.66M 2.75% | 364.02K | 0.00 | 0.00 |
LULULEMON ATHLETICA INCSOLE | COM | 125.53K | SH | $29.82M 2.43% | 124.25K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 79.34K | SH | $29.09M 2.37% | 78.59K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 93.41K | SH | $27.29M 2.23% | 92.62K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 346.80K | SH | $15.69M 1.28% | 343.32K | 0.00 | 0.00 |
VISA INC CL A COMMON STOCKSOLE | COM | 39.63K | SH | $14.07M 1.15% | 39.22K | 0.00 | 0.00 |