Hs Management Partners, LLC Portfolio Holdings by Sector
Hs Management Partners, LLC
- $1.46 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Specialty Retail | Consumer Cyclical
DKS WSM BBY 3 stocks |
$189,778
13.04% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$166,693
11.45% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX DPZ 3 stocks |
$154,083
10.58% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL V 2 stocks |
$141,773
9.74% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$139,658
9.59% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$110,405
7.58% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$90,285
6.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
LULU 1 stocks |
$85,956
5.9% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
UBER 1 stocks |
$67,495
4.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$65,933
4.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$61,133
4.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$60,729
4.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
MAT 1 stocks |
$42,546
2.92% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$40,512
2.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$38,818
2.67% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|