Hs Management Partners, LLC Portfolio Holdings

Hs Management Partners, LLC

  • $1.21 Billion
  • Q2 2025

Hs Management Partners, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pay Pal Holdings, Inc. with a value of $80.2M, Walt Disney CO with a value of $79.7M, Alphabet Inc. with a value of $75.3M, Dick'S Sporting Goods, Inc. with a value of $70.8M, and Microsoft Corp with a value of $67.2M.

Hs Management Partners, LLC is based out at New York, NY

Below you can find more details about Hs Management Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
Consumer Cyclical: $611 Million
Communication Services: $214 Million
Consumer Defensive: $156 Million
Technology: $131 Million
Financial Services: $94.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.9B
$80.2 Million 6.65% of portfolio
1,078,900
Q2 2025 Reduced 16.94%
$11.9B
$70.8 Million 5.87% of portfolio
358,097
Q2 2025 Reduced 11.15%
$182B
$63.7 Million 5.28% of portfolio
682,750
Q2 2025 Reduced 16.54%
$12.4B
$47.3 Million 3.93% of portfolio
172,614
Q2 2025 Reduced 30.54%
$95B
$42.8 Million 3.55% of portfolio
603,125
Q2 2025 Reduced 21.23%
$11.9B
$42.2 Million 3.5% of portfolio
258,307
Q2 2025 Added 20.57%
$55.7B
$37.4 Million 3.1% of portfolio
282,810
Q2 2025 Reduced 7.79%
$17B
$37.3 Million 3.09% of portfolio
82,750
Q2 2025 Reduced 10.89%
$111B
$33.7 Million 2.79% of portfolio
367,319
Q2 2025 Reduced 3.83%
$27.4B
$29.8 Million 2.47% of portfolio
125,534
Q2 2025 Reduced 35.58%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $1.21 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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