Hs Management Partners, LLC Portfolio Holdings by Sector

Hs Management Partners, LLC

$1.21 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOG META 2 stocks	$134,057 11.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS WSM 2 stocks	$113,034 9.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$111,981 9.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DPZ SBUX MCD 3 stocks	$98,236 8.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB 2 stocks	$97,970 8.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V 2 stocks	$94,253 7.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$79,729 6.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical GPS LULU 2 stocks	$75,288 6.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$67,177 5.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$63,700 5.28% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$60,237 5.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$47,344 3.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical MAT 1 stocks	$46,510 3.86% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$44,274 3.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$42,846 3.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$29,089 2.41% of portfolio	-	-	-	-	0 Calls 0 Puts

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