Hs Management Partners, LLC Portfolio Holdings

Hs Management Partners, LLC

  • $746 Million
  • Q3 2025

Hs Management Partners, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $746 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $51.2M, Walt Disney CO with a value of $49.1M, Pay Pal Holdings, Inc. with a value of $44.3M, Amazon Com Inc with a value of $43.5M, and Microsoft Corp with a value of $42.3M.

Examining the 13F form we can see an decrease of $460M in the current position value, from $1.21B to 746M.

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 $746 Million
Consumer Cyclical: $368 Million
Communication Services: $136 Million
Consumer Defensive: $94.7 Million
Technology: $83.4 Million
Financial Services: $63.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.74T
$51.2 Million 6.86% of portfolio
210,119
Q3 2025 Reduced 50.52%
$193B
$49.1 Million 6.59% of portfolio
428,900
Q3 2025 Reduced 33.29%
$71.6B
$44.3 Million 5.95% of portfolio
661,275
Q3 2025 Reduced 38.71%
$2.39T
$43.5 Million 5.83% of portfolio
198,040
Q3 2025 Reduced 27.87%
$3.78T
$42.3 Million 5.67% of portfolio
81,595
Q3 2025 Reduced 39.58%
$181B
$41.1 Million 5.52% of portfolio
420,025
Q3 2025 Reduced 38.48%
$12B
$38.5 Million 5.17% of portfolio
173,382
Q3 2025 Reduced 51.58%
$224B
$37.4 Million 5.02% of portfolio
123,062
Q3 2025 Added 31.74%
$306B
$37.1 Million 4.98% of portfolio
559,750
Q3 2025 Reduced 39.23%
$1.37T
$35.9 Million 4.81% of portfolio
48,870
Q3 2025 Reduced 38.59%
$191B
$31.7 Million 4.25% of portfolio
5,871
Q3 2025 Reduced 43.86%
$346B
$31.5 Million 4.22% of portfolio
204,850
Q3 2025 Reduced 26.29%
$14.2B
$27 Million 3.62% of portfolio
86,115
Q3 2025 Reduced 50.11%
$204B
$26.2 Million 3.51% of portfolio
186,201
Q3 2025 Reduced 47.48%
$12.2B
$25.9 Million 3.47% of portfolio
132,417
Q3 2025 Reduced 48.74%
$14.5B
$25.7 Million 3.44% of portfolio
59,490
Q3 2025 Reduced 28.11%
$97.3B
$21.6 Million 2.9% of portfolio
255,459
Q3 2025 Reduced 30.45%
$6.83B
$21.3 Million 2.85% of portfolio
1,263,175
Q3 2025 Reduced 46.44%
$7.33B
$20.1 Million 2.69% of portfolio
996,200
Q3 2025 Reduced 55.83%
$533B
$19 Million 2.54% of portfolio
55,575
Q3 2025 Added 40.23%
$367B
$18.8 Million 2.52% of portfolio
46,375
Q3 2025 Reduced 41.55%
$20.9B
$18.3 Million 2.45% of portfolio
102,750
Q3 2025 Reduced 18.15%
$79.2B
$16.4 Million 2.21% of portfolio
235,875
Q3 2025 Reduced 60.89%
Maplebear Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 78.46%

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $746 Million
  • Prior Value $1.21 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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