StockDriftsStockDriftsTop 24 HS Management Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CL C | 7.29% | 60.1K | $21.2M | -16.56%(-11.93K) | $81.23(+321.83%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 5.63% | 68.7K | $16.4M | -29.66%(-28.98K) | $194.86(+34.73%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.48% | 42.8K | $16.0M | -3.78%(-1.68K) | $228.36(+112.86%) | 2026-06-30 | |
| UBER | UBER TECHNOLOGIES INC | 5.47% | 220.5K | $15.9M | +0.47%(+1.02K) | $70.22(+9.03%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS COMPANY | 5.24% | 45.1K | $15.3M | +32.20%(+10.99K) | $331.75(+2.43%) | 2026-06-30 | |
| NFLX | NETFLIX INC | 5.12% | 208.6K | $14.9M | +2.63%(+5.34K) | $106.19(-27.39%) | 2026-06-30 | |
| META | META PLATFORMS INC - CL A | 4.92% | 25.4K | $14.3M | -13.65%(-4.01K) | $254.97(+127.59%) | 2026-06-30 | |
| V | VISA INC CL A COMMON STOCK | 4.86% | 41.2K | $14.1M | +30.56%(+9.65K) | $279.27(+29.61%) | 2026-06-30 | |
| MCD | MCDONALDS CORP | 4.74% | 51.1K | $13.8M | +43.27%(+15.43K) | $256.37(+4.19%) | 2026-06-30 | |
| DKS | DICKS SPORTING GOODS INC | 4.66% | 59.8K | $13.6M | -31.85%(-27.93K) | $130.20(+55.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.26% | +23.38% | +5.23% | +29.01% |
| Top 20 Holdings Unweighted | +6.87% | +22.07% | +5.11% | +28.32% |
HS Management Partners, LLC reports $291.08M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (7.3%), AMZN (5.6%) and MSFT (5.5%). The top 20 holdings account for 91.77% of reported assets. Its disclosed equity book has returned +23.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from HS Management Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1455253). View HS Management Partners, LLC’s 13F filings on SEC