HS Management Partners, LLC
Top Portfolio Positions
23 positions ·
$265,135,763 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
97,720 | $20,352,144 | 7.68% |
| NFLX |
Netflix Inc
Communication Services
|
203,254 | $19,542,872 | 7.37% |
| DKS |
Dick's Sporting Goods, Inc.
Consumer Cyclical
|
87,678 | $17,385,670 | 6.56% |
| META |
Meta Platforms, Inc.
Communication Services
|
29,424 | $16,834,353 | 6.35% |
| MSFT |
Microsoft Corp
Technology
|
44,446 | $16,452,575 | 6.21% |
| DIS |
Walt Disney Co
Communication Services
|
164,845 | $15,887,761 | 5.99% |
| UBER |
Uber Technologies, Inc
Technology
|
219,459 | $15,785,685 | 5.95% |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
3,070 | $12,925,681 | 4.88% |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
225,597 | $11,916,033 | 4.49% |
| KO |
Coca Cola Co
Consumer Defensive
|
149,452 | $11,365,824 | 4.29% |
Holdings in GAP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,870,139 | 407,857 | Shares | Sole | 2026-04-27 | |
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