§ 13F · FUND PROFILE
HS Management Partners, LLC.
AUM · $291M (13F)Positions · 24Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | 60K | $21M | 7.3% | −17% |
| 2 | AMZN | AMAZON.COM INC | 69K | $16M | 5.6% | −30% |
| 3 | MSFT | MICROSOFT CORP | 43K | $16M | 5.5% | −4% |
| 4 | UBER | UBER TECHNOLOGIES INC | 220K | $16M | 5.5% | ±0% |
| 5 | AXP | AMERICAN EXPRESS COMPANY | 45K | $15M | 5.2% | +32% |
| 6 | NFLX | NETFLIX INC | 209K | $15M | 5.1% | +3% |
| 7 | META | META PLATFORMS INC - CL A | 25K | $14M | 4.9% | −14% |
| 8 | V | VISA INC CL A COMMON STOCK | 41K | $14M | 4.9% | +31% |
| 9 | MCD | MCDONALDS CORP | 51K | $14M | 4.7% | +43% |
| 10 | DKS | DICKS SPORTING GOODS INC | 60K | $14M | 4.7% | −32% |
§ 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 $291 million in assets. The fund runs a focused portfolio of just 24 positions.
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