HS Management Partners, LLC
CIK: 1455253SEC EDGAR →
Portfolio Value
$104.6B
Holdings
24
As of
Q1 2026
New Positions
24
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NETFLIX INC | 203,254 | $19.5B | 18.68% |
| 2 | DISNEY WALT CO COM | 164,845 | $15.9B | 15.18% |
| 3 | UBER TECHNOLOGIES INC | 219,459 | $15.8B | 15.09% |
| 4 | NIKE INC CL B | 225,597 | $11.9B | 11.39% |
| 5 | COCA-COLA CO | 149,452 | $11.4B | 10.86% |
| 6 | GAP INC | 407,857 | $9.9B | 9.43% |
| 7 | MAPLEBEAR INC | 185,559 | $7.0B | 6.64% |
| 8 | STARBUCKS CORP | 75,583 | $6.8B | 6.47% |
| 9 | KIMBERLY CLARK CORP | 66,025 | $6.4B | 6.09% |
| 10 | ALPHABET INC CL C | 72,018 | $20.7M | 0.02% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 13 | $35.6B | 34.0% |
| Communication Services | 5 | $35.5B | 33.9% |
| Consumer Defensive | 2 | $17.7B | 16.9% |
| Technology | 2 | $15.8B | 15.1% |
| Financial Services | 2 | $19.9M | 0.0% |