← Back to Holdings
HS Management Partners, LLC
CIK 1455253 · 2024-Q4 · 1 filing(s)
Total Portfolio Value
$1.5T
Positions
23
Latest Filing
2024-Q4
Due Diligence Score
Institutional quality assessment based on 13F data
F
32 / 100
Filing Longevity1/30
1 quarters of history
Portfolio Breadth1/25
23 positions
Equity Purity20/20
0 options positions (0.0%)
Concentration Balance10/25
Top-5 = 30.2% of portfolio
Loading timeline…
AI Portfolio Analysis
Claude-powered institutional analyst commentary
Portfolio Profile
Relative positioning across key dimensions (0–100)
Top Holdings by Value
Top 23 positions by value
| # | Issuer | Class | CUSIP | Value | Shares | % Portfolio | Type |
|---|---|---|---|---|---|---|---|
| 1 | NEWPAYPAL HOLDINGS INC | COM | 70450Y103 | $97.4B | 1,141,500 | 6.69% | EQ |
| 2 | NEWDISNEY WALT CO COM | COM | 254687106 | $90.3B | 810,825 | 6.20% | EQ |
| 3 | NEWLULULEMON ATHLETICA INC | COM | 550021109 | $86.0B | 224,775 | 5.91% | EQ |
| 4 | NEWALPHABET INC CL C | COM | 02079K107 | $85.1B | 446,724 | 5.85% | EQ |
| 5 | NEWMETA PLATFORMS INC - CL A | COM | 30303M102 | $81.0B | 138,375 | 5.57% | EQ |
| 6 | NEWCOCA-COLA CO | COM | 191216100 | $75.5B | 1,212,365 | 5.19% | EQ |
| 7 | NEWDICKS SPORTING GOODS INC | COM | 253393102 | $74.2B | 324,167 | 5.10% | EQ |
| 8 | NEWWILLIAMS-SONOMA INC | COM | 969904101 | $70.2B | 379,198 | 4.83% | EQ |
| 9 | NEWUBER TECHNOLOGIES INC | COM | 90353T100 | $67.5B | 1,118,950 | 4.64% | EQ |
| 10 | NEWNIKE INC CL B | COM | 654106103 | $65.9B | 871,325 | 4.53% | EQ |
| 11 | NEWBOOKING HOLDINGS INC | COM | 09857L108 | $65.9B | 13,268 | 4.53% | EQ |
| 12 | NEWPEPSICO INCORPORATED | COM | 713448108 | $64.2B | 422,051 | 4.41% | EQ |
| 13 | NEWMCDONALDS CORP | COM | 580135101 | $61.4B | 211,950 | 4.22% | EQ |
| 14 | NEWMICROSOFT CORP | COM | 594918104 | $61.1B | 145,038 | 4.20% | EQ |
| 15 | NEWRALPH LAUREN CORP CL A | COM | 751212101 | $60.7B | 262,919 | 4.17% | EQ |
| 16 | NEWSTARBUCKS CORP | COM | 855244109 | $52.3B | 573,694 | 3.60% | EQ |
| 17 | NEWBEST BUY INC | COM | 086516101 | $45.4B | 528,875 | 3.12% | EQ |
| 18 | NEWAIRBNB | COM | 009066101 | $44.5B | 338,525 | 3.06% | EQ |
| 19 | NEWVISA INC CL A COMMON STOCK | COM | 92826C839 | $44.3B | 140,320 | 3.05% | EQ |
| 20 | NEWMATTEL INC COM | COM | 577081102 | $42.5B | 2,399,700 | 2.92% | EQ |
| 21 | NEWAMAZON.COM INC | COM | 023135106 | $40.5B | 184,660 | 2.78% | EQ |
| 22 | NEWDOMINO'S PIZZA, INC. | COM | 25754A201 | $40.4B | 96,140 | 2.77% | EQ |
| 23 | NEWPROCTER & GAMBLE | COM | 742718109 | $38.8B | 231,545 | 2.67% | EQ |