Filed: 10/23/2025ACC: 0001455253-25-000014
📋 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 $769.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$769.58M
Total AUM (reported)
7.33M
Total Shares
Allocation by class
COM$769.58M100.0%
Portfolio Concentration
Top 3$144.63M18.8%
4–10$275.83M35.8%
11–25$349.12M45.4%
Top 3 weight
18.8%
Top 10 weight
54.6%
Voting Authority Distribution
Total shares with voting rights: 7.33M
Sole
Full voting authority
7.22M
shares
% of voting shares98.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
116.83K
shares
% of voting shares1.6%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeSole · 98.4% of voting shares
Institutional Holdings25
Rows:
ALPHABET INC CL C
SOLEShares210.12K
TypeSH
Market value$51.17M
6.65%
Sole
207.39K
Shared
0.00
None
2.73K
DISNEY WALT CO COM
SOLEShares428.90K
TypeSH
Market value$49.11M
6.38%
Sole
422.27K
Shared
0.00
None
6.63K
PAYPAL HOLDINGS INC
SOLEShares661.27K
TypeSH
Market value$44.35M
5.76%
Sole
651K
Shared
0.00
None
10.28K
AMAZON.COM INC
SOLEShares198.04K
TypeSH
Market value$43.48M
5.65%
Sole
195.13K
Shared
0.00
None
2.91K
MICROSOFT CORP
SOLEShares81.59K
TypeSH
Market value$42.26M
5.49%
Sole
80.53K
Shared
0.00
None
1.06K
UBER TECHNOLOGIES INC
SOLEShares420.02K
TypeSH
Market value$41.15M
5.35%
Sole
413.75K
Shared
0.00
None
6.28K
DICKS SPORTING GOODS INC
SOLEShares173.38K
TypeSH
Market value$38.53M
5.01%
Sole
170.86K
Shared
0.00
None
2.52K
MCDONALDS CORP
SOLEShares123.06K
TypeSH
Market value$37.40M
4.86%
Sole
120.96K
Shared
0.00
None
2.10K
COCA-COLA CO
SOLEShares559.75K
TypeSH
Market value$37.12M
4.82%
Sole
550.83K
Shared
0.00
None
8.93K
META PLATFORMS INC - CL A
SOLEShares48.87K
TypeSH
Market value$35.89M
4.66%
Sole
48.23K
Shared
0.00
None
635.00
BOOKING HOLDINGS INC
SOLEShares5.87K
TypeSH
Market value$31.70M
4.12%
Sole
5.78K
Shared
0.00
None
88.00
PROCTER & GAMBLE
SOLEShares204.85K
TypeSH
Market value$31.48M
4.09%
Sole
201.43K
Shared
0.00
None
3.42K
RALPH LAUREN CORP CL A
SOLEShares86.11K
TypeSH
Market value$27.00M
3.51%
Sole
85.10K
Shared
0.00
None
1.01K
PEPSICO INCORPORATED
SOLEShares186.20K
TypeSH
Market value$26.15M
3.40%
Sole
183.07K
Shared
0.00
None
3.13K
WILLIAMS-SONOMA INC
SOLEShares132.42K
TypeSH
Market value$25.88M
3.36%
Sole
130.61K
Shared
0.00
None
1.81K
DOMINO'S PIZZA, INC.
SOLEShares59.49K
TypeSH
Market value$25.68M
3.34%
Sole
58.52K
Shared
0.00
None
975.00
MAPLEBEAR INC
SOLEShares618.90K
TypeSH
Market value$22.75M
2.96%
Sole
609.38K
Shared
0.00
None
9.53K
AIRBNB
SOLEShares179.59K
TypeSH
Market value$21.81M
2.83%
Sole
176.71K
Shared
0.00
None
2.88K
STARBUCKS CORP
SOLEShares255.46K
TypeSH
Market value$21.61M
2.81%
Sole
251.53K
Shared
0.00
None
3.92K
GAP INC
SOLEShares996.20K
TypeSH
Market value$21.31M
2.77%
Sole
979.25K
Shared
0.00
None
16.95K
MATTEL INC COM
SOLEShares1.26M
TypeSH
Market value$21.26M
2.76%
Sole
1.24M
Shared
0.00
None
21.40K
VISA INC CL A COMMON STOCK
SOLEShares55.58K
TypeSH
Market value$18.97M
2.47%
Sole
54.60K
Shared
0.00
None
975.00
HOME DEPOT INC
SOLEShares46.38K
TypeSH
Market value$18.79M
2.44%
Sole
45.63K
Shared
0.00
None
750.00
LULULEMON ATHLETICA INC
SOLEShares102.75K
TypeSH
Market value$18.28M
2.38%
Sole
101.05K
Shared
0.00
None
1.71K
NIKE INC CL B
SOLEShares235.88K
TypeSH
Market value$16.45M
2.14%
Sole
231.65K
Shared
0.00
None
4.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CL CSOLE | COM | 210.12K | SH | $51.17M 6.65% | 207.39K | 0.00 | 2.73K |
DISNEY WALT CO COMSOLE | COM | 428.90K | SH | $49.11M 6.38% | 422.27K | 0.00 | 6.63K |
PAYPAL HOLDINGS INCSOLE | COM | 661.27K | SH | $44.35M 5.76% | 651K | 0.00 | 10.28K |
AMAZON.COM INCSOLE | COM | 198.04K | SH | $43.48M 5.65% | 195.13K | 0.00 | 2.91K |
MICROSOFT CORPSOLE | COM | 81.59K | SH | $42.26M 5.49% | 80.53K | 0.00 | 1.06K |
UBER TECHNOLOGIES INCSOLE | COM | 420.02K | SH | $41.15M 5.35% | 413.75K | 0.00 | 6.28K |
DICKS SPORTING GOODS INCSOLE | COM | 173.38K | SH | $38.53M 5.01% | 170.86K | 0.00 | 2.52K |
MCDONALDS CORPSOLE | COM | 123.06K | SH | $37.40M 4.86% | 120.96K | 0.00 | 2.10K |
COCA-COLA COSOLE | COM | 559.75K | SH | $37.12M 4.82% | 550.83K | 0.00 | 8.93K |
META PLATFORMS INC - CL ASOLE | COM | 48.87K | SH | $35.89M 4.66% | 48.23K | 0.00 | 635.00 |
BOOKING HOLDINGS INCSOLE | COM | 5.87K | SH | $31.70M 4.12% | 5.78K | 0.00 | 88.00 |
PROCTER & GAMBLESOLE | COM | 204.85K | SH | $31.48M 4.09% | 201.43K | 0.00 | 3.42K |
RALPH LAUREN CORP CL ASOLE | COM | 86.11K | SH | $27.00M 3.51% | 85.10K | 0.00 | 1.01K |
PEPSICO INCORPORATEDSOLE | COM | 186.20K | SH | $26.15M 3.40% | 183.07K | 0.00 | 3.13K |
WILLIAMS-SONOMA INCSOLE | COM | 132.42K | SH | $25.88M 3.36% | 130.61K | 0.00 | 1.81K |
DOMINO'S PIZZA, INC.SOLE | COM | 59.49K | SH | $25.68M 3.34% | 58.52K | 0.00 | 975.00 |
MAPLEBEAR INCSOLE | COM | 618.90K | SH | $22.75M 2.96% | 609.38K | 0.00 | 9.53K |
AIRBNBSOLE | COM | 179.59K | SH | $21.81M 2.83% | 176.71K | 0.00 | 2.88K |
STARBUCKS CORPSOLE | COM | 255.46K | SH | $21.61M 2.81% | 251.53K | 0.00 | 3.92K |
GAP INCSOLE | COM | 996.20K | SH | $21.31M 2.77% | 979.25K | 0.00 | 16.95K |
MATTEL INC COMSOLE | COM | 1.26M | SH | $21.26M 2.76% | 1.24M | 0.00 | 21.40K |
VISA INC CL A COMMON STOCKSOLE | COM | 55.58K | SH | $18.97M 2.47% | 54.60K | 0.00 | 975.00 |
HOME DEPOT INCSOLE | COM | 46.38K | SH | $18.79M 2.44% | 45.63K | 0.00 | 750.00 |
LULULEMON ATHLETICA INCSOLE | COM | 102.75K | SH | $18.28M 2.38% | 101.05K | 0.00 | 1.71K |
NIKE INC CL BSOLE | COM | 235.88K | SH | $16.45M 2.14% | 231.65K | 0.00 | 4.22K |