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HS Management Partners, LLC

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13F filer, CIK 1455253, NEW YORK, NY

HS Management Partners, LLC reported $285,794,926 across 24 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-27. Its ten largest share positions make up 58.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001455253-26-000006

Period
2026-03-31
Reported value
$286M
Holdings
24
Top 10 weight
58.69%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AXPnew+34,129$10.3M
SPOTnew+13,319$6.46M
KMBnew+66,025$6.37M

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
MCDreduced-46,087-$14.3M
MATexited-683,200-$13.6M
KOreduced-155,001-$11.8M
GAPreduced-482,718-$11.7M
PYPLexited-172,725-$10.1M

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 2026

Share positions as resolved from 13F-HR 0001455253-26-000006, largest first. % of portfolio is the value over $285,794,926, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551,629 shares; 2024Q4: 446,724 shares; 2025Q1: 429,749 shares; 2025Q2: 424,624 shares; 2025Q3: 210,119 shares; 2025Q4: 103,814 shares; 2026Q1: 72,018 shares 72,018$20.7M7.23%-31,796Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,975 shares; 2024Q4: 184,660 shares; 2025Q1: 240,910 shares; 2025Q2: 274,570 shares; 2025Q3: 198,040 shares; 2025Q4: 129,395 shares; 2026Q1: 97,720 shares 97,720$20.4M7.12%-31,675Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240,410 shares; 2026Q1: 203,254 shares 203,254$19.5M6.84%-37,156Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,740 shares; 2024Q4: 324,167 shares; 2025Q1: 403,042 shares; 2025Q2: 358,097 shares; 2025Q3: 173,382 shares; 2025Q4: 126,385 shares; 2026Q1: 87,678 shares 87,678$17.4M6.08%-38,707Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,490 shares; 2024Q4: 138,375 shares; 2025Q1: 91,460 shares; 2025Q2: 79,575 shares; 2025Q3: 48,870 shares; 2025Q4: 40,145 shares; 2026Q1: 29,424 shares 29,424$16.8M5.89%-10,721Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,328 shares; 2024Q4: 145,038 shares; 2025Q1: 154,718 shares; 2025Q2: 135,055 shares; 2025Q3: 81,595 shares; 2025Q4: 54,327 shares; 2026Q1: 44,446 shares 44,446$16.5M5.76%-9,881Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984,540 shares; 2024Q4: 810,825 shares; 2025Q1: 764,950 shares; 2025Q2: 642,925 shares; 2025Q3: 428,900 shares; 2025Q4: 254,150 shares; 2026Q1: 164,845 shares 164,845$15.9M5.56%-89,305Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,605 shares; 2024Q4: 1,118,950 shares; 2025Q1: 818,050 shares; 2025Q2: 682,750 shares; 2025Q3: 420,025 shares; 2025Q4: 276,075 shares; 2026Q1: 219,459 shares 219,459$15.8M5.52%-56,616Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,903 shares; 2024Q4: 13,268 shares; 2025Q1: 13,552 shares; 2025Q2: 10,458 shares; 2025Q3: 5,871 shares; 2025Q4: 4,155 shares; 2026Q1: 3,070 shares 3,070$12.9M4.52%-1,085Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649,540 shares; 2024Q4: 871,325 shares; 2025Q1: 765,725 shares; 2025Q2: 603,125 shares; 2025Q3: 235,875 shares; 2025Q4: 328,000 shares; 2026Q1: 225,597 shares 225,597$11.9M4.17%-102,403Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306,549 shares; 2024Q4: 1,212,365 shares; 2025Q1: 1,192,015 shares; 2025Q2: 921,075 shares; 2025Q3: 559,750 shares; 2025Q4: 304,453 shares; 2026Q1: 149,452 shares 149,452$11.4M3.98%-155,001Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,165 shares; 2024Q4: 211,950 shares; 2025Q1: 137,814 shares; 2025Q2: 93,414 shares; 2025Q3: 123,062 shares; 2025Q4: 81,749 shares; 2026Q1: 35,662 shares 35,662$11.1M3.88%-46,087Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,130 shares; 2024Q4: 96,140 shares; 2025Q1: 92,865 shares; 2025Q2: 82,750 shares; 2025Q3: 59,490 shares; 2025Q4: 33,200 shares; 2026Q1: 30,297 shares 30,297$10.9M3.8%-2,903Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,129 shares 34,129$10.3M3.61%newTimeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,379,825 shares; 2025Q2: 2,255,200 shares; 2025Q3: 996,200 shares; 2025Q4: 890,575 shares; 2026Q1: 407,857 shares 407,857$9.87M3.45%-482,718Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,105 shares; 2024Q4: 379,198 shares; 2025Q1: 214,232 shares; 2025Q2: 258,307 shares; 2025Q3: 132,417 shares; 2025Q4: 81,575 shares; 2026Q1: 53,088 shares 53,088$9.68M3.39%-28,487Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,520 shares; 2024Q4: 140,320 shares; 2025Q1: 74,265 shares; 2025Q2: 39,630 shares; 2025Q3: 55,575 shares; 2025Q4: 36,285 shares; 2026Q1: 31,579 shares 31,579$9.54M3.34%-4,706Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,879 shares; 2024Q4: 262,919 shares; 2025Q1: 248,509 shares; 2025Q2: 172,614 shares; 2025Q3: 86,115 shares; 2025Q4: 39,765 shares; 2026Q1: 25,580 shares 25,580$8.8M3.08%-14,185Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346,800 shares; 2025Q3: 618,900 shares; 2025Q4: 338,100 shares; 2026Q1: 185,559 shares 185,559$6.95M2.43%-152,541Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,395 shares; 2024Q4: 338,525 shares; 2025Q1: 306,710 shares; 2025Q2: 282,810 shares; 2025Q3: 179,585 shares; 2025Q4: 97,135 shares; 2026Q1: 54,636 shares 54,636$6.9M2.41%-42,499Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817,252 shares; 2024Q4: 573,694 shares; 2025Q1: 381,929 shares; 2025Q2: 367,319 shares; 2025Q3: 255,459 shares; 2025Q4: 181,900 shares; 2026Q1: 75,583 shares 75,583$6.77M2.37%-106,317Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,319 shares 13,319$6.46M2.26%newTimeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,025 shares 66,025$6.37M2.23%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 79,340 shares; 2025Q3: 46,375 shares; 2025Q4: 33,235 shares; 2026Q1: 9,325 shares 9,325$3.07M1.07%-23,910Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MATMATTEL INC683,200$13.6Mshares
PYPLPAYPAL HLDGS INC172,725$10.1Mshares
PEPPEPSICO INC56,473$8.11Mshares

How Q1 2026 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 0001455253-26-000006 base2026-04-27acceptance time not in the bulk data set