Hs Management Partners, LLC Portfolio Holdings by Sector

Hs Management Partners, LLC

$746 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services GOOG META 2 stocks	$87,063 11.68% of portfolio	-	2	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD DPZ SBUX 3 stocks	$84,690 11.36% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS WSM 2 stocks	$64,408 8.64% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL V 2 stocks	$63,317 8.49% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$63,272 8.49% of portfolio	-	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB 2 stocks	$53,504 7.18% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$49,109 6.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$43,483 5.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$42,262 5.67% of portfolio	-	1	-	-	0 Calls 0 Puts

Software—Application \| Technology UBER 1 stocks	$41,149 5.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical GPS LULU 2 stocks	$38,365 5.15% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$31,475 4.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$27,002 3.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical MAT 1 stocks	$21,259 2.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$18,790 2.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$16,447 2.21% of portfolio	-	1	-	-	0 Calls 0 Puts

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