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HS Management Partners, LLC

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13F filer, CIK 1455253, NEW YORK, NY

HS Management Partners, LLC reported $1,236,288,832 across 23 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-05. Its ten largest share positions make up 55.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001455253-25-000006

Period
2025-03-31
Reported value
$1.24B
Holdings
23
Top 10 weight
55.34%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GAPnew+2,379,825$49M
DKSadded+78,875$15.9M
AMZNadded+56,250$10.7M
PYPLadded+157,500$10.3M
MSFTadded+9,680$3.63M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BBYexited-528,875-$45.4M
METAreduced-46,915-$27M
WSMreduced-164,966-$26.1M
MCDreduced-74,136-$23.2M
Vreduced-66,055-$23.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001455253-25-000006, largest first. % of portfolio is the value over $1,236,288,832, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306,549 shares; 2024Q4: 1,212,365 shares; 2025Q1: 1,192,015 shares 1,192,015$85.4M6.91%-20,350Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492,360 shares; 2024Q4: 1,141,500 shares; 2025Q1: 1,299,000 shares 1,299,000$84.8M6.86%+157,500Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,740 shares; 2024Q4: 324,167 shares; 2025Q1: 403,042 shares 403,042$81.2M6.57%+78,875Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 984,540 shares; 2024Q4: 810,825 shares; 2025Q1: 764,950 shares 764,950$75.5M6.11%-45,875Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,629 shares; 2024Q4: 446,724 shares; 2025Q1: 429,749 shares 429,749$67.1M5.43%-16,975Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,903 shares; 2024Q4: 13,268 shares; 2025Q1: 13,552 shares 13,552$62.4M5.05%+284Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,605 shares; 2024Q4: 1,118,950 shares; 2025Q1: 818,050 shares 818,050$59.6M4.82%-300,900Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,328 shares; 2024Q4: 145,038 shares; 2025Q1: 154,718 shares 154,718$58.1M4.7%+9,680Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,540 shares; 2024Q4: 224,775 shares; 2025Q1: 194,859 shares 194,859$55.2M4.46%-29,916Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,879 shares; 2024Q4: 262,919 shares; 2025Q1: 248,509 shares 248,509$54.9M4.44%-14,410Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,856 shares; 2024Q4: 422,051 shares; 2025Q1: 357,907 shares 357,907$53.7M4.34%-64,144Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,490 shares; 2024Q4: 138,375 shares; 2025Q1: 91,460 shares 91,460$52.7M4.26%-46,915Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,379,825 shares 2,379,825$49M3.97%newTimeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649,540 shares; 2024Q4: 871,325 shares; 2025Q1: 765,725 shares 765,725$48.6M3.93%-105,600Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,975 shares; 2024Q4: 184,660 shares; 2025Q1: 240,910 shares 240,910$45.8M3.71%+56,250Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115,575 shares; 2024Q4: 2,399,700 shares; 2025Q1: 2,257,300 shares 2,257,300$43.9M3.55%-142,400Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,165 shares; 2024Q4: 211,950 shares; 2025Q1: 137,814 shares 137,814$43M3.48%-74,136Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,130 shares; 2024Q4: 96,140 shares; 2025Q1: 92,865 shares 92,865$42.7M3.45%-3,275Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,775 shares; 2024Q4: 231,545 shares; 2025Q1: 227,120 shares 227,120$38.7M3.13%-4,425Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 817,252 shares; 2024Q4: 573,694 shares; 2025Q1: 381,929 shares 381,929$37.5M3.03%-191,765Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,395 shares; 2024Q4: 338,525 shares; 2025Q1: 306,710 shares 306,710$36.6M2.96%-31,815Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,105 shares; 2024Q4: 379,198 shares; 2025Q1: 214,232 shares 214,232$33.9M2.74%-164,966Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,520 shares; 2024Q4: 140,320 shares; 2025Q1: 74,265 shares 74,265$26M2.11%-66,055Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BBYBEST BUY INC528,875$45.4Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001455253-25-000006 base2025-05-05acceptance time not in the bulk data set