HS Management Partners portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 6, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
HS Management Partners reported a $291M portfolio of 24 positions to the SEC as of the end of Q2 2026. Its largest positions are GOOG, AMZN, MSFT.
Sections with a free account
What changed this quarter
22 positions with a change (10 added to, 12 trimmed). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Spotify Technology+119%more sharesIncreased2.3% → 4.6%
- Amazon.com−30%fewer sharesReduced7.1% → 5.6%
- DICK'S Sporting Goods−32%fewer sharesReduced6.1% → 4.7%
- Nike−64%fewer sharesReduced4.2% → 1.2%
- Kimberly Clark+79%more sharesIncreased2.2% → 4.4%
- Alphabet−17%fewer sharesReduced7.2% → 7.3%
- McDONALD’S+43%more sharesIncreased3.9% → 4.7%
- Home Depot+123%more sharesIncreased1.1% → 2.5%
- American Express+32%more sharesIncreased3.6% → 5.2%
- Visa+31%more sharesIncreased3.3% → 4.9%
- Walt Disney−21%fewer sharesReduced5.6% → 4.3%
- Booking Holdings−22%fewer sharesReduced4.5% → 3.6%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AlphabetGOOG7.3%
- Amazon.comAMZN5.6%
- MicrosoftMSFT5.5%
- UBER TechnologiesUBER5.5%
- American ExpressAXP5.2%
- NetflixNFLX5.1%
- Meta PlatformsMETA4.9%
- VisaV4.9%
- McDONALD’SMCD4.7%
- DICK'S Sporting GoodsDKS4.7%
- Spotify TechnologySPOT4.6%
- Coca-ColaKO4.5%
- Kimberly ClarkKMB4.4%
- Walt DisneyDIS4.3%
- Williams-sonomaWSM3.7%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Consumer Discretionary 41%
- ● Communication Services 26%
- ● Consumer Staples 12%
- ● Financials 10%
- ● Information Technology 5%
- ● Industrials 5%
How its portfolio changed (8 quarters)
Q2 2026: 24
Q2 2026: 53%
Q2 2026: 11.9%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
13F filings with amendments or confidential positions
- 13F Q2 2025 ↗filed Jul 16, 2025Amendment of Jul 22, 2025 (replaces the original) ↗
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Jun 26, 2026 (medium confidence).
The data, as reported: HS MANAGEMENT PARTNERS, LLC (CRD 145480): Mixed client base, discretionary; 5.D assets by client type: charities 41%, high net worth 35%, pooled vehicles 16%, corporations 8% (of $470M); 5.F 58 accounts, 0% non-discretionary; 5.D 58 clients, 33 individuals
The type comes from a rule applied to that data. If it looks wrong, tell us.
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