HS Management Partners, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMERICAN EXPRESS COMPANY(AXP) | 0 | 34,129 | +34,129 | 0 | 10,323,340 | 3.61% | +10,323,340 |
| SPOTIFY TECHNOLOGY SA(SPOT) | 0 | 13,319 | +13,319 | 0 | 6,458,516 | 2.26% | +6,458,516 |
| KIMBERLY CLARK CORP(KMB) | 0 | 66,025 | +66,025 | 0 | 6,369,432 | 2.23% | +6,369,432 |
| DOMINO'S PIZZA, INC.(DPZ) | 33,200 | 30,297 | -2,903 | 13,838,424 | 10,870,261 | 3.80% | -2,968,163 |
| NETFLIX INC(NFLX) | 240,410 | 203,254 | -37,156 | 22,540,842 | 19,542,872 | 6.84% | -2,997,970 |
| VISA INC CL A COMMON STOCK(V) | 36,285 | 31,579 | -4,706 | 12,725,512 | 9,544,437 | 3.34% | -3,181,075 |
| WILLIAMS-SONOMA INC(WSM) | 81,575 | 53,088 | -28,487 | 14,568,479 | 9,679,535 | 3.39% | -4,888,944 |
| RALPH LAUREN CORP CL A(RL) | 39,765 | 25,580 | -14,185 | 14,061,302 | 8,799,264 | 3.08% | -5,262,038 |
| AIRBNB | 97,135 | 54,636 | -42,499 | 13,183,162 | 6,899,434 | 2.41% | -6,283,728 |
| UBER TECHNOLOGIES INC(UBER) | 276,075 | 219,459 | -56,616 | 22,558,088 | 15,785,686 | 5.52% | -6,772,402 |
| DICKS SPORTING GOODS INC(DKS) | 126,385 | 87,678 | -38,707 | 25,020,438 | 17,385,671 | 6.08% | -7,634,767 |
| PEPSICO INCORPORATED(PEP) | 56,473 | 0 | -56,473 | 8,105,005 | 0 | — | -8,105,005 |
| MAPLEBEAR INC(CART) | 338,100 | 185,559 | -152,541 | 15,207,738 | 6,951,040 | 2.43% | -8,256,698 |
| HOME DEPOT INC(HD) | 33,235 | 9,325 | -23,910 | 11,436,164 | 3,066,899 | 1.07% | -8,369,265 |
| STARBUCKS CORP(SBUX) | 181,900 | 75,583 | -106,317 | 15,317,799 | 6,771,481 | 2.37% | -8,546,318 |
| NIKE INC CL B(NKE) | 328,000 | 225,597 | -102,403 | 20,896,880 | 11,916,034 | 4.17% | -8,980,846 |
| BOOKING HOLDINGS INC(BKNG) | 4,155 | 3,070 | -1,085 | 22,251,396 | 12,925,682 | 4.52% | -9,325,714 |
| AMAZON.COM INC(AMZN) | 129,395 | 97,720 | -31,675 | 29,866,954 | 20,352,144 | 7.12% | -9,514,810 |
| META PLATFORMS INC - CL A(META) | 40,145 | 29,424 | -10,721 | 26,499,313 | 16,834,353 | 5.89% | -9,664,960 |
| MICROSOFT CORP(MSFT) | 54,327 | 44,446 | -9,881 | 26,273,624 | 16,452,576 | 5.76% | -9,821,048 |
| COCA-COLA CO(KO) | 304,453 | 149,452 | -155,001 | 21,284,309 | 11,365,825 | 3.98% | -9,918,484 |
| PAYPAL HOLDINGS INC(PYPL) | 172,725 | 0 | -172,725 | 10,083,686 | 0 | — | -10,083,686 |
| ALPHABET INC CL C(GOOG) | 103,814 | 72,018 | -31,796 | 32,576,907 | 20,659,151 | 7.23% | -11,917,756 |
| GAP INC(GAP) | 890,575 | 407,857 | -482,718 | 22,798,720 | 9,870,139 | 3.45% | -12,928,581 |
| DISNEY WALT CO COM(DIS) | 254,150 | 164,845 | -89,305 | 28,914,646 | 15,887,761 | 5.56% | -13,026,885 |
| MATTEL INC COM(MAT) | 683,200 | 0 | -683,200 | 13,554,688 | 0 | — | -13,554,688 |
| MCDONALDS CORP(MCD) | 81,749 | 35,662 | -46,087 | 24,984,947 | 11,083,393 | 3.88% | -13,901,554 |