HS Management Partners, LLC — 13F holdings

HS Management Partners, LLC reported 24 holdings worth $291M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. GOOG ALPHABET INC — $21.2M (7.3%)
2. AMZN AMAZON COM INC — $16.4M (5.6%)
3. MSFT MICROSOFT CORP — $16.0M (5.5%)
4. UBER UBER TECHNOLOGIES INC — $15.9M (5.5%)
5. AXP AMERICAN EXPRESS CO — $15.3M (5.2%)
6. NFLX Netflix Inc — $14.9M (5.1%)
7. META META PLATFORMS INC — $14.3M (4.9%)
8. V VISA INC — $14.1M (4.9%)
9. MCD MCDONALDS CORP — $13.8M (4.7%)
10. DKS DICKS SPORTING GOODS INC — $13.6M (4.7%)