13F Insight
DOSSIER · 13F-HR · Q2 2026

HS Management Partners, LLC

$291M in tracked AUM across 24 positions as of Q2 2026.

HM
CIK 0001455253 · last filed Jun 30, 2026
Total AUM
$291M
as of Q2 2026
Holdings
24
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HS Management Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC CL C
$21M60K7.3%02
AMZN
AMAZON.COM INC
$16M69K5.6%03
MSFT
MICROSOFT CORP
$16M43K5.5%04
UBER
UBER TECHNOLOGIES INC
$16M220K5.5%05
AXP
AMERICAN EXPRESS COMPANY
$15M45K5.2%06
NFLX
NETFLIX INC
$15M209K5.1%07
META
META PLATFORMS INC - CL A
$14M25K4.9%08
V
VISA INC CL A COMMON STOCK
$14M41K4.9%09
MCD
MCDONALDS CORP
$14M51K4.7%10
DKS
DICKS SPORTING GOODS INC
$14M60K4.7%

Filing history

2026Q2Jun 30
$291M▲ 1.8%
24 positionsView →2026Q1Mar 31
$286M▼ 39.0%
24 positionsView →2025Q4Dec 31
$469M▼ 39.1%
24 positionsView →2025Q3Sep 30
$770M▼ 37.2%
25 positionsView →2025Q2Jun 30
$1.2B▼ 0.9%
25 positionsLocked2025Q1Mar 31
$1.2B▼ 15.0%
23 positionsLocked2024Q4Dec 31
$1.5B▼ 6.4%
23 positionsLocked2024Q3Sep 30
$1.6B▼ 14.2%
23 positionsLocked2024Q2Jun 30
$1.8B▼ 17.0%
22 positionsLocked2024Q1Mar 31
$2.2B▲ 1.1%
23 positionsLocked2023Q4Dec 31
$2.2B▲ 2.7%
21 positionsLocked2023Q3Sep 30
$2.1B▼ 9.1%
22 positionsLocked
Showing 12 of 68