13F Filings History of HS Management Partners, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$468,549,023
Signature - Title
Douglas Kamin - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by HS Management Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HS Management Partners, LLC reported 24 stock holdings with total value $468,549,023 as of Q4 2025. Top holdings included GOOG, AMZN, DIS, META, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 24 $468,549,023 +$28,410,126 -$337,599,162 -$309,189,036 GOOG, AMZN, DIS, META, MSFT 13F-HR 09 Feb 2026, 07:23
Q3 2025 25 $769,580,790 +$24,455,431 -$494,330,661 -$469,875,230 GOOG, DIS, PYPL, AMZN, MSFT 13F-HR 23 Oct 2025, 14:36
Q2 2025 25 $1,225,145,769 +$69,449,280 -$195,874,344 -$126,425,064 PYPL, DIS, GOOG, DKS, MSFT Restatement 22 Jul 2025, 11:48
Q1 2025 23 $1,236,288,832 +$90,867,375 -$230,973,549 -$140,106,174 KO, PYPL, DKS, DIS, GOOG 13F-HR 05 May 2025, 10:58
Q4 2024 23 $1,455,270,686 +$87,115,739 -$264,829,676 -$177,713,937 PYPL, DIS, LULU, GOOG, META 13F-HR 06 Feb 2025, 16:01
Q3 2024 23 $1,554,509,509 +$191,938,650 -$551,802,618 -$359,863,968 PYPL, DIS, KO, BKNG, GOOG 13F-HR 29 Oct 2024, 12:20
Q2 2024 22 $1,810,935,136 +$362,915,339 -$660,948,938 -$298,033,599 GOOG, KO, PYPL, META, DKS 13F-HR 14 Aug 2024, 11:43
Q1 2024 23 $2,181,636,206 +$337,289,319 -$518,922,442 -$181,633,123 GOOG, PYPL, KO, BBY, PEP 13F-HR 16 Apr 2024, 16:45
Q4 2023 21 $2,158,850,313 +$234,762,355 -$405,809,830 -$171,047,475 SCHW, DKS, PYPL, PEP, KO 13F-HR 11 Jan 2024, 15:30
Q3 2023 22 $2,102,323,046 +$216,260,312 -$328,875,271 -$112,614,959 SCHW, NKE, GOOG, DKS, PYPL 13F-HR 05 Oct 2023, 14:16
Q2 2023 22 $2,313,894,793 +$305,056,865 -$366,114,327 -$61,057,462 SCHW, SLB, YUM, NKE, PEP 13F-HR 11 Aug 2023, 09:31
Q1 2023 22 $2,319,554,899 +$424,665,063 -$458,671,295 -$34,006,232 SLB, LMT, MDLZ, PEP, KO 13F-HR 12 May 2023, 11:25
Q4 2022 23 $1,643,514,409 +$305,194,283 -$349,548,367 -$44,354,084 RL, GOOG, WSM, UPS, MSFT 13F-HR 13 Feb 2023, 09:21
Q3 2022 24 $2,208,957,000 +$333,824,617 -$646,476,800 -$312,652,183 RL, SLB, DKS, META, LMT 13F-HR 10 Nov 2022, 16:23
Q2 2022 24 $2,764,454,000 +$598,859,034 -$723,042,424 -$124,183,390 RL, SLB, LMT, UPS, WSM 13F-HR 12 Aug 2022, 11:18
Q1 2022 24 $3,471,012,000 +$1,120,918,228 -$1,151,447,961 -$30,529,733 RL, META, WSM, UPS, BBY 13F-HR 12 May 2022, 16:04
Q4 2021 25 $3,777,647,000 +$567,545,057 -$601,928,130 -$34,383,073 QCOM, UPS, RL, WMT, PEP Restatement 12 Apr 2022, 16:54
Q3 2021 24 $3,516,220,000 +$545,243,117 -$586,249,802 -$41,006,685 EBAY, BBY, QCOM, UPS, ATVI 13F-HR 12 Nov 2021, 10:47
Q2 2021 24 $3,626,671,000 +$677,022,292 -$708,113,167 -$31,090,875 EBAY, META, QCOM, UPS, ATVI 13F-HR 13 Aug 2021, 11:25
Q1 2021 24 $3,391,577,000 +$646,639,673 -$786,567,730 -$139,928,057 EBAY, META, PEP, UPS, ATVI 13F-HR 13 May 2021, 15:34
Q4 2020 23 $3,267,774,000 +$512,812,586 -$581,629,828 -$68,817,242 EBAY, CPB, TGT, WSM, JNJ 13F-HR 12 Feb 2021, 16:22
Q3 2020 24 $3,039,208,000 +$838,605,951 -$687,655,319 +$150,950,632 EBAY, WSM, TGT, JNJ, PEP 13F-HR 13 Nov 2020, 14:29
Q2 2020 21 $2,688,812,000 +$708,450,843 -$683,365,517 +$25,085,326 EBAY, KO, HAS, WSM, JNJ 13F-HR 13 Aug 2020, 10:37
Q1 2020 21 $2,286,210,000 +$416,630,240 -$491,487,376 -$74,857,136 META, HAS, DIS, KO, MCD 13F-HR 14 May 2020, 11:35
Q4 2019 21 $3,138,684,000 +$695,164,491 -$746,369,932 -$51,205,441 KO, DIS, CMCSA, META, MCD 13F-HR 13 Feb 2020, 11:13
Q3 2019 23 $3,014,476,000 +$497,717,369 -$557,208,237 -$59,490,868 DIS, META, GOOG, CMCSA, WSM 13F-HR 13 Nov 2019, 09:19
Q2 2019 24 $2,982,806,000 +$310,057,481 -$492,684,989 -$182,627,508 DIS, KO, CMCSA, BKNG, WSM 13F-HR 13 Aug 2019, 09:28
Q1 2019 23 $2,961,265,000 +$220,009,759 -$428,973,815 -$208,964,056 DIS, KO, MCD, CMCSA, WMT 13F-HR 14 May 2019, 15:32
Q4 2018 22 $2,806,300,000 +$489,149,239 -$875,167,930 -$386,018,691 DIS, GOOG, MAR, CMCSA, EBAY 13F-HR 13 Feb 2019, 13:52
Q3 2018 22 $3,461,687,000 +$590,632,821 -$588,734,203 +$1,898,618 DIS, KO, MCD, WMT, CMCSA 13F-HR 13 Nov 2018, 13:48
Q2 2018 23 $3,278,560,000 +$784,512,772 -$734,210,331 +$50,302,441 DIS, CMCSA, KO, WMT, MCD 13F-HR 13 Aug 2018, 13:54
Q1 2018 18 $3,150,957,000 +$709,812,663 -$626,847,943 +$82,964,720 CMCSA, DIS, KO, MCD, TWX 13F-HR 14 May 2018, 14:35
Q4 2017 22 $3,258,333,000 +$488,320,288 -$688,633,617 -$200,313,329 DIS, WMT, MSFT, KO, MCD 13F-HR 13 Feb 2018, 16:06
Q3 2017 21 $3,094,343,000 +$495,852,260 -$487,953,557 +$7,898,703 DIS, MSFT, MCD, WMT, KO 13F-HR 13 Nov 2017, 16:54
Q2 2017 19 $3,045,453,000 +$540,871,504 -$529,020,456 +$11,851,048 NKE, WMT, DIS, MCD, MSFT 13F-HR 11 Aug 2017, 07:57
Q1 2017 21 $2,854,417,000 +$554,372,500 -$531,450,968 +$22,921,532 WMT, MCD, NKE, MSFT, DIS 13F-HR 12 May 2017, 16:05
Q4 2016 22 $2,689,275,000 +$454,275,125 -$267,479,627 +$186,795,498 DIS, MCD, NKE, WMT, GOOG 13F-HR 10 Feb 2017, 14:25
Q3 2016 22 $2,424,892,000 +$295,125,499 -$345,561,625 -$50,436,126 DIS, WMT, CMCSA, CCL, TWX 13F-HR 10 Nov 2016, 15:13
Q2 2016 22 $2,396,116,000 +$392,595,725 -$466,705,996 -$74,110,271 WSM, CMCSA, TWX, GOOG, DIS 13F-HR 12 Aug 2016, 07:34
Q1 2016 23 $2,509,120,000 +$276,571,378 -$355,614,836 -$79,043,458 AAPL, GOOG, TWX, PCLN, CMCSA 13F-HR 13 May 2016, 09:39
Q4 2015 23 $2,537,996,000 +$639,667,077 -$595,086,792 +$44,580,285 AAPL, GOOG, MCD, WMT, PCLN 13F-HR 12 Feb 2016, 06:56
Q3 2015 23 $2,495,971,000 +$416,970,154 -$416,976,464 -$6,310 GOOG, AAPL, PCLN, TWX, MCD 13F-HR 13 Nov 2015, 06:08
Q2 2015 24 $2,613,021,000 +$389,746,113 -$269,019,787 +$120,726,326 PCLN, GOOG, AAPL, SNI, TWX 13F-HR 13 Aug 2015, 12:58
Q1 2015 23 $2,482,942,000 +$461,204,693 -$406,410,663 +$54,794,030 PCLN, GOOG, AMCX, AAPL, RL 13F-HR 13 May 2015, 08:25
Q4 2014 21 $2,506,713,000 +$323,085,553 -$403,030,375 -$79,944,822 PCLN, AAPL, RL, GOOG, TWX 13F-HR 12 Feb 2015, 16:39
Q3 2014 24 $2,394,144,000 +$306,589,907 -$277,020,011 +$29,569,896 AAPL, TWX, RL, EBAY, V 13F-HR 12 Nov 2014, 06:13
Q2 2014 25 $2,328,473,000 +$822,782,199 -$526,508,016 +$296,274,183 AAPL, TWX, EBAY, RL, QCOM 13F-HR 08 Aug 2014, 13:42
Q1 2014 24 $2,222,334,000 +$497,004,820 -$313,202,415 +$183,802,405 AAPL, TWX, QCOM, RL, EBAY 13F-HR 13 May 2014, 12:06
Q4 2013 24 $2,062,263,000 $0 $0 $0 EBAY, AAPL, QCOM, TWX, RL 13F-HR 12 Feb 2014, 14:39