Filed: 2/9/2026ACC: 0001455253-26-000003
📋 What this filing means
HS MANAGEMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $468.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$468.55M
Total AUM (reported)
4.59M
Total Shares
Allocation by class
COM$468.55M100.0%
Portfolio Concentration
Top 3$91.36M19.5%
4–10$170.68M36.4%
11–25$206.51M44.1%
Top 3 weight
19.5%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 4.59M
Sole
Full voting authority
4.59M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
ALPHABET INC CL C
SOLEShares103.81K
TypeSH
Market value$32.58M
6.95%
Sole
103.81K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares129.40K
TypeSH
Market value$29.87M
6.37%
Sole
129.40K
Shared
0.00
None
0.00
DISNEY WALT CO COM
SOLEShares254.15K
TypeSH
Market value$28.91M
6.17%
Sole
254.15K
Shared
0.00
None
0.00
META PLATFORMS INC - CL A
SOLEShares40.15K
TypeSH
Market value$26.50M
5.66%
Sole
40.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares54.33K
TypeSH
Market value$26.27M
5.61%
Sole
54.33K
Shared
0.00
None
0.00
DICKS SPORTING GOODS INC
SOLEShares126.39K
TypeSH
Market value$25.02M
5.34%
Sole
126.39K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares81.75K
TypeSH
Market value$24.98M
5.33%
Sole
81.75K
Shared
0.00
None
0.00
GAP INC
SOLEShares890.58K
TypeSH
Market value$22.80M
4.87%
Sole
890.58K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares276.07K
TypeSH
Market value$22.56M
4.81%
Sole
276.07K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares240.41K
TypeSH
Market value$22.54M
4.81%
Sole
240.41K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares4.16K
TypeSH
Market value$22.25M
4.75%
Sole
4.16K
Shared
0.00
None
0.00
COCA-COLA CO
SOLEShares304.45K
TypeSH
Market value$21.28M
4.54%
Sole
304.45K
Shared
0.00
None
0.00
NIKE INC CL B
SOLEShares328K
TypeSH
Market value$20.90M
4.46%
Sole
328K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares181.90K
TypeSH
Market value$15.32M
3.27%
Sole
181.90K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares338.10K
TypeSH
Market value$15.21M
3.25%
Sole
338.10K
Shared
0.00
None
0.00
WILLIAMS-SONOMA INC
SOLEShares81.58K
TypeSH
Market value$14.57M
3.11%
Sole
81.58K
Shared
0.00
None
0.00
RALPH LAUREN CORP CL A
SOLEShares39.77K
TypeSH
Market value$14.06M
3.00%
Sole
39.77K
Shared
0.00
None
0.00
DOMINO'S PIZZA, INC.
SOLEShares33.20K
TypeSH
Market value$13.84M
2.95%
Sole
33.20K
Shared
0.00
None
0.00
MATTEL INC COM
SOLEShares683.20K
TypeSH
Market value$13.55M
2.89%
Sole
683.20K
Shared
0.00
None
0.00
AIRBNB
SOLEShares97.14K
TypeSH
Market value$13.18M
2.81%
Sole
97.14K
Shared
0.00
None
0.00
VISA INC CL A COMMON STOCK
SOLEShares36.28K
TypeSH
Market value$12.73M
2.72%
Sole
36.28K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares33.23K
TypeSH
Market value$11.44M
2.44%
Sole
33.23K
Shared
0.00
None
0.00
PAYPAL HOLDINGS INC
SOLEShares172.72K
TypeSH
Market value$10.08M
2.15%
Sole
172.72K
Shared
0.00
None
0.00
PEPSICO INCORPORATED
SOLEShares56.47K
TypeSH
Market value$8.11M
1.73%
Sole
56.47K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CL CSOLE | COM | 103.81K | SH | $32.58M 6.95% | 103.81K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 129.40K | SH | $29.87M 6.37% | 129.40K | 0.00 | 0.00 |
DISNEY WALT CO COMSOLE | COM | 254.15K | SH | $28.91M 6.17% | 254.15K | 0.00 | 0.00 |
META PLATFORMS INC - CL ASOLE | COM | 40.15K | SH | $26.50M 5.66% | 40.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 54.33K | SH | $26.27M 5.61% | 54.33K | 0.00 | 0.00 |
DICKS SPORTING GOODS INCSOLE | COM | 126.39K | SH | $25.02M 5.34% | 126.39K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 81.75K | SH | $24.98M 5.33% | 81.75K | 0.00 | 0.00 |
GAP INCSOLE | COM | 890.58K | SH | $22.80M 4.87% | 890.58K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 276.07K | SH | $22.56M 4.81% | 276.07K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 240.41K | SH | $22.54M 4.81% | 240.41K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4.16K | SH | $22.25M 4.75% | 4.16K | 0.00 | 0.00 |
COCA-COLA COSOLE | COM | 304.45K | SH | $21.28M 4.54% | 304.45K | 0.00 | 0.00 |
NIKE INC CL BSOLE | COM | 328K | SH | $20.90M 4.46% | 328K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 181.90K | SH | $15.32M 3.27% | 181.90K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 338.10K | SH | $15.21M 3.25% | 338.10K | 0.00 | 0.00 |
WILLIAMS-SONOMA INCSOLE | COM | 81.58K | SH | $14.57M 3.11% | 81.58K | 0.00 | 0.00 |
RALPH LAUREN CORP CL ASOLE | COM | 39.77K | SH | $14.06M 3.00% | 39.77K | 0.00 | 0.00 |
DOMINO'S PIZZA, INC.SOLE | COM | 33.20K | SH | $13.84M 2.95% | 33.20K | 0.00 | 0.00 |
MATTEL INC COMSOLE | COM | 683.20K | SH | $13.55M 2.89% | 683.20K | 0.00 | 0.00 |
AIRBNBSOLE | COM | 97.14K | SH | $13.18M 2.81% | 97.14K | 0.00 | 0.00 |
VISA INC CL A COMMON STOCKSOLE | COM | 36.28K | SH | $12.73M 2.72% | 36.28K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 33.23K | SH | $11.44M 2.44% | 33.23K | 0.00 | 0.00 |
PAYPAL HOLDINGS INCSOLE | COM | 172.72K | SH | $10.08M 2.15% | 172.72K | 0.00 | 0.00 |
PEPSICO INCORPORATEDSOLE | COM | 56.47K | SH | $8.11M 1.73% | 56.47K | 0.00 | 0.00 |