HS Management Partners, LLC

Est. AUM

$285.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC CL C	COM	$20.7M	72018	7.23%	SOLE
2	AMAZON.COM INC	COM	$20.4M	97720	7.12%	SOLE
3	NETFLIX INC	COM	$19.5M	203254	6.84%	SOLE
4	DICKS SPORTING GOODS INC	COM	$17.4M	87678	6.08%	SOLE
5	META PLATFORMS INC - CL A	COM	$16.8M	29424	5.89%	SOLE
6	MICROSOFT CORP	COM	$16.5M	44446	5.76%	SOLE
7	DISNEY WALT CO COM	COM	$15.9M	164845	5.56%	SOLE
8	UBER TECHNOLOGIES INC	COM	$15.8M	219459	5.52%	SOLE
9	BOOKING HOLDINGS INC	COM	$12.9M	3070	4.52%	SOLE
10	NIKE INC CL B	COM	$11.9M	225597	4.17%	SOLE
11	COCA-COLA CO	COM	$11.4M	149452	3.98%	SOLE
12	MCDONALDS CORP	COM	$11.1M	35662	3.88%	SOLE
13	DOMINO'S PIZZA, INC.	COM	$10.9M	30297	3.80%	SOLE
14	AMERICAN EXPRESS COMPANY	COM	$10.3M	34129	3.61%	SOLE
15	GAP INC	COM	$9.9M	407857	3.45%	SOLE
16	WILLIAMS-SONOMA INC	COM	$9.7M	53088	3.39%	SOLE
17	VISA INC CL A COMMON STOCK	COM	$9.5M	31579	3.34%	SOLE
18	RALPH LAUREN CORP CL A	COM	$8.8M	25580	3.08%	SOLE
19	MAPLEBEAR INC	COM	$7.0M	185559	2.43%	SOLE
20	AIRBNB	COM	$6.9M	54636	2.41%	SOLE
21	STARBUCKS CORP	COM	$6.8M	75583	2.37%	SOLE
22	SPOTIFY TECHNOLOGY SA	COM	$6.5M	13319	2.26%	SOLE
23	KIMBERLY CLARK CORP	COM	$6.4M	66025	2.23%	SOLE
24	HOME DEPOT INC	COM	$3.1M	9325	1.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.