Hs Management Partners, LLC Portfolio Holdings by Sector

Hs Management Partners, LLC

$1.24 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$139,036 11.26% of portfolio	-	2	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD DPZ SBUX 3 stocks	$123,177 9.97% of portfolio	-	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META 2 stocks	$119,852 9.7% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS WSM 2 stocks	$115,107 9.32% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V 2 stocks	$110,785 8.97% of portfolio	1	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU GPS 2 stocks	$103,133 8.35% of portfolio	1	1	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB 2 stocks	$99,071 8.02% of portfolio	1	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$75,500 6.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$59,603 4.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$58,079 4.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$54,855 4.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$48,608 3.94% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$45,835 3.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical MAT 1 stocks	$43,859 3.55% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$38,705 3.13% of portfolio	-	1	-	-	0 Calls 0 Puts

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