§ 13F · FUND PROFILE
HS Management Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $770M (13F)Positions · 25Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | 72K | $21M | 7.2% | −31% |
| 2 | AMZN | AMAZON.COM INC | 98K | $20M | 7.1% | −24% |
| 3 | NFLX | NETFLIX INC | 203K | $20M | 6.8% | −15% |
| 4 | DKS | DICKS SPORTING GOODS INC | 88K | $17M | 6.1% | −31% |
| 5 | META | META PLATFORMS INC - CL A | 29K | $17M | 5.9% | −27% |
| 6 | MSFT | MICROSOFT CORP | 44K | $16M | 5.8% | −18% |
| 7 | DIS | DISNEY WALT CO COM | 165K | $16M | 5.6% | −35% |
| 8 | UBER | UBER TECHNOLOGIES INC | 219K | $16M | 5.5% | −21% |
| 9 | BKNG | BOOKING HOLDINGS INC | 3K | $13M | 4.5% | −26% |
| 10 | NKE | NIKE INC CL B | 226K | $12M | 4.2% | −31% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HS SIGNAL
AC read
HS Management Partners, LLC is a Other fund managing $770 million in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed