HS Management Partners, LLC Q1 2026 Filing

Filed April 27, 2026

Portfolio Value

$104.6B

Holdings

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (24 positions)

#	Stock	Shares	Value	% Portfolio
1	NFLXNETFLIX INC	203,254	$19.5B	18.68%
2	DISDISNEY WALT CO COM	164,845	$15.9B	15.18%
3	UBERUBER TECHNOLOGIES INC	219,459	$15.8B	15.09%
4	NKENIKE INC CL B	225,597	$11.9B	11.39%
5	KOCOCA-COLA CO	149,452	$11.4B	10.86%
6	GAPGAP INC	407,857	$9.9B	9.43%
7	CARTMAPLEBEAR INC	185,559	$7.0B	6.64%
8	SBUXSTARBUCKS CORP	75,583	$6.8B	6.47%
9	KMBKIMBERLY CLARK CORP	66,025	$6.4B	6.09%
10	GOOGALPHABET INC CL C	72,018	$20.7M	0.02%
11	AMZNAMAZON.COM INC	97,720	$20.4M	0.02%
12	DKSDICKS SPORTING GOODS INC	87,678	$17.4M	0.02%
13	METAMETA PLATFORMS INC - CL A	29,424	$16.8M	0.02%
14	MSFTMICROSOFT CORP	44,446	$16.5M	0.02%
15	BKNGBOOKING HOLDINGS INC	3,070	$12.9M	0.01%
16	MCDMCDONALDS CORP	35,662	$11.1M	0.01%
17	DPZDOMINO'S PIZZA, INC.	30,297	$10.9M	0.01%
18	AXPAMERICAN EXPRESS COMPANY	34,129	$10.3M	0.01%
19	WSMWILLIAMS-SONOMA INC	53,088	$9.7M	0.01%
20	VVISA INC CL A COMMON STOCK	31,579	$9.5M	0.01%
21	RLRALPH LAUREN CORP CL A	25,580	$8.8M	0.01%
22	ABNBAIRBNB	54,636	$6.9M	0.01%
23	SPOTSPOTIFY TECHNOLOGY SA	13,319	$6.5M	0.01%
24	HDHOME DEPOT INC	9,325	$3.1M	0.00%