Hs Management Partners, LLC Top Holdings and 13F Report (2025) About Hs Management Partners, LLCInvestment ActivityHs Management Partners, LLC has $1.46 billion in total holdings as of December 31, 2024.Hs Management Partners, LLC owns shares of 23 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 5.99% of the portfolio was purchased this quarter.About 18.20% of the portfolio was sold this quarter.This quarter, Hs Management Partners, LLC has purchased 23 new stocks and bought additional shares in 6 stocks.Hs Management Partners, LLC sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings PayPal $97,427,025Walt Disney $90,285,364Lululemon Athletica $85,956,208Alphabet $85,074,164Meta Platforms $81,019,946 Largest Purchases this Quarter Uber Technologies 670,345 shares (about $40.44M)NIKE 221,785 shares (about $16.78M)Procter & Gamble 91,770 shares (about $15.39M)Airbnb 40,130 shares (about $5.27M)Mattel 284,125 shares (about $5.04M) Largest Sales this Quarter Booking 8,635 shares (about $42.90M)Lululemon Athletica 86,765 shares (about $33.18M)PayPal 350,860 shares (about $29.95M)Visa 88,200 shares (about $27.87M)Starbucks 243,558 shares (about $22.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHs Management Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPYPLPayPal$97,427,025$29,945,901 ▼-23.5%1,141,5006.7%Computer and TechnologyDISWalt Disney$90,285,364$19,343,165 ▼-17.6%810,8256.2%Consumer DiscretionaryLULULululemon Athletica$85,956,208$33,179,804 ▼-27.9%224,7755.9%Consumer DiscretionaryGOOGAlphabet$85,074,164$19,978,119 ▼-19.0%446,7245.8%Computer and TechnologyMETAMeta Platforms$81,019,946$5,922,434 ▼-6.8%138,3755.6%Computer and TechnologyKOCoca-Cola$75,481,845$5,863,896 ▼-7.2%1,212,3655.2%Consumer StaplesDKSDICK'S Sporting Goods$74,182,376$2,190,685 ▼-2.9%324,1675.1%Retail/WholesaleWSMWilliams-Sonoma$70,219,886$4,056,738 ▼-5.5%379,1984.8%Retail/WholesaleUBERUber Technologies$67,495,064$40,435,210 ▲149.4%1,118,9504.6%Computer and TechnologyNKENIKE$65,933,163$16,782,471 ▲34.1%871,3254.5%Consumer DiscretionaryBKNGBooking$65,920,997$42,902,307 ▼-39.4%13,2684.5%Retail/WholesalePEPPepsiCo$64,177,075$3,923,908 ▼-5.8%422,0514.4%Consumer StaplesMCDMcDonald's$61,442,186$11,368,036 ▼-15.6%211,9504.2%Retail/WholesaleMSFTMicrosoft$61,133,517$11,081,235 ▼-15.3%145,0384.2%Computer and TechnologyRLRalph Lauren$60,729,031$10,153,881 ▼-14.3%262,9194.2%Consumer DiscretionarySBUXStarbucks$52,349,578$22,224,668 ▼-29.8%573,6943.6%Retail/WholesaleBBYBest Buy$45,377,475$8,827,533 ▼-16.3%528,8753.1%Retail/WholesaleABNBAirbnb$44,485,570$5,273,483 ▲13.4%338,5253.1%Consumer DiscretionaryVVisa$44,346,733$27,874,728 ▼-38.6%140,3203.0%Business ServicesMATMattel$42,546,681$5,037,536 ▲13.4%2,399,7002.9%Consumer DiscretionaryAMZNAmazon.com$40,512,557$5,992,638 ▼-12.9%184,6602.8%Retail/WholesaleDOMINO'S PIZZA, INC.$40,355,726$4,201,798 ▲11.6%96,1402.8%COMPGProcter & Gamble$38,818,519$15,385,240 ▲65.7%231,5452.7%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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