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HS Management Partners, LLC

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13F filer, CIK 1455253, NEW YORK, NY

HS Management Partners, LLC reported $291,079,609 across 24 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-06. Its ten largest share positions make up 53.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001455253-26-000012

Period
2026-06-30
Reported value
$291M
Holdings
24
Top 10 weight
53.41%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BKNGadded+56,505$10.1M
SPOTadded+15,875$7.29M
KMBadded+51,975$5.71M
MCDadded+15,432$4.17M
HDadded+11,430$4.03M

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
AMZNreduced-28,980-$6.91M
DKSreduced-27,925-$6.33M
NKEreduced-144,025-$5.91M
GOOGreduced-11,925-$4.21M
DISreduced-33,850-$3.26M

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, Q2 2026

Share positions as resolved from 13F-HR 0001455253-26-000012, largest first. % of portfolio is the value over $291,079,609, 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; 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; 2026Q2: 60,093 shares 60,093$21.2M7.29%-11,925Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 68,740 shares 68,740$16.4M5.63%-28,980Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 42,766 shares 42,766$16M5.48%-1,680Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 220,484 shares 220,484$15.9M5.47%+1,025Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,129 shares; 2026Q2: 45,119 shares 45,119$15.3M5.24%+10,990Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240,410 shares; 2026Q1: 203,254 shares; 2026Q2: 208,599 shares 208,599$14.9M5.12%+5,345Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,409 shares 25,409$14.3M4.92%-4,015Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 41,229 shares 41,229$14.1M4.86%+9,650Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 51,094 shares 51,094$13.8M4.74%+15,432Timeline
DKSDICKS SPORTING GOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 59,753 shares 59,753$13.6M4.66%-27,925Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,319 shares; 2026Q2: 29,194 shares 29,194$13.4M4.6%+15,875Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 162,277 shares 162,277$13.2M4.53%+12,825Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,025 shares; 2026Q2: 118,000 shares 118,000$13M4.45%+51,975Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 130,995 shares 130,995$12.6M4.33%-33,850Timeline
WSMWILLIAMS SONOMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 46,353 shares 46,353$10.8M3.71%-6,735Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 59,575 shares 59,575$10.6M3.65%+56,505Timeline
RLRALPH LAUREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 25,525 shares 25,525$10.2M3.52%-55Timeline
DPZDOMINOS PIZZA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 34,262 shares 34,262$10.1M3.48%+3,965Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 67,186 shares 67,186$9.61M3.3%+12,550Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 171,434 shares 171,434$8.12M2.79%-14,125Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 398,957 shares 398,957$7.45M2.56%-8,900Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,755 shares 20,755$7.32M2.51%+11,430Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 56,808 shares 56,808$5.81M1.99%-18,775Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 81,572 shares 81,572$3.35M1.15%-144,025Timeline

How Q2 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 0001455253-26-000012 base2026-08-06acceptance time not in the bulk data set