Investor Details
| Filer Name: | HS MANAGEMENT PARTNERS, LLC |
|---|---|
| CIK: | 1455253 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-06 |
| Number of Holdings: | 23 |
| Portfolio Value: | $1.46B |
Hs Management Partners, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| PYPL | US | PAYPAL HOLDINGS INC | 1,141,500 | $97M | 6.69% | -23.5% | - |
| DIS | US | WALT DISNEY CO/THE | 810,825 | $90M | 6.20% | -17.6% | - |
| LULU | US | LULULEMON ATHLETICA INC | 224,775 | $86M | 5.91% | -27.9% | - |
| GOOG | US | ALPHABET INC-CL C | 446,724 | $85M | 5.85% | -19.0% | - |
| META | US | META PLATFORMS INC-CLASS A | 138,375 | $81M | 5.57% | -6.8% | - |
| KO | US | COCA-COLA CO/THE | 1,212,365 | $75M | 5.19% | -7.2% | - |
| DKS | US | DICK'S SPORTING GOODS INC | 324,167 | $74M | 5.10% | -2.9% | - |
| WSM | US | WILLIAMS-SONOMA INC | 379,198 | $70M | 4.83% | -5.5% | - |
| UBER | US | UBER TECHNOLOGIES INC | 1,118,950 | $67M | 4.64% | 149.4% | - |
| BKNG | US | BOOKING HOLDINGS INC | 13,268 | $66M | 4.53% | -39.4% | - |
| NKE | US | NIKE INC -CL B | 871,325 | $66M | 4.53% | 34.1% | - |
| PEP | US | PEPSICO INC | 422,051 | $64M | 4.41% | -5.8% | - |
| MCD | US | MCDONALD'S CORP | 211,950 | $61M | 4.22% | -15.6% | - |
| MSFT | US | MICROSOFT CORP | 145,038 | $61M | 4.20% | -15.3% | - |
| RL | US | RALPH LAUREN CORP | 262,919 | $61M | 4.17% | -14.3% | - |
| SBUX | US | STARBUCKS CORP | 573,694 | $52M | 3.60% | -29.8% | - |
| BBY | US | BEST BUY CO INC | 528,875 | $45M | 3.12% | -16.3% | - |
| ABNB | US | AIRBNB INC-CLASS A | 338,525 | $44M | 3.06% | 13.4% | - |
| V | US | VISA INC-CLASS A SHARES | 140,320 | $44M | 3.05% | -38.6% | - |
| MAT | US | MATTEL INC | 2,399,700 | $43M | 2.92% | 13.4% | - |