Hs Management Partners, LLC Portfolio Holdings by Sector
Hs Management Partners, LLC
- $1.81 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$234,067
12.93% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
DKS BBY WSM 3 stocks |
$228,789
12.63% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$219,945
12.15% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$163,493
9.03% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL V 2 stocks |
$158,221
8.74% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$121,611
6.72% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$105,275
5.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$103,740
5.73% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$98,691
5.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$97,035
5.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW 1 stocks |
$94,343
5.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$54,671
3.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$54,369
3.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$39,265
2.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
MAT 1 stocks |
$37,409
2.07% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|