Vault-13

HS Management Partners, LLC

NEW YORK, NY · CIK 1455253 · 13F filing filed 2026-08-06

SEC-registered investment adviser since 2007 · limited liability company

$291.1m reported value +1.8% vs Q1 2026
24positions
53.4%in top 10
0 new 11 added 13 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ALPHABET INC CAP STK CL C GOOG GOOG 60,093 $21.2m7.29% 7.29% ReducedShares held: Q3 2025 210.1k, Q4 2025 103.8k, Q1 2026 72.0k, Q2 2026 60.1k -11.9k -11,925 -16.6%
2 AMAZON COM INC COM AMZN AMZN 68,740 $16.4m5.63% 5.63% ReducedShares held: Q3 2025 198.0k, Q4 2025 129.4k, Q1 2026 97.7k, Q2 2026 68.7k -29.0k -28,980 -29.7%
3 MICROSOFT CORP COM MSFT MSFT 42,766 $16.0m5.48% 5.48% ReducedShares held: Q3 2025 81.6k, Q4 2025 54.3k, Q1 2026 44.4k, Q2 2026 42.8k -1.7k -1,680 -3.8%
4 UBER TECHNOLOGIES INC COM UBER UBER 220,484 $15.9m5.47% 5.47% AddedShares held: Q3 2025 420.0k, Q4 2025 276.1k, Q1 2026 219.5k, Q2 2026 220.5k +1.0k +1,025 0.5%
5 AMERICAN EXPRESS CO COM AXP AXP 45,119 $15.3m5.24% 5.24% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 34.1k, Q2 2026 45.1k +11.0k +10,990 32.2%
6 NETFLIX INC COM NFLX NFLX 208,599 $14.9m5.12% 5.12% AddedShares held: Q3 2025 0, Q4 2025 240.4k, Q1 2026 203.3k, Q2 2026 208.6k +5.3k +5,345 2.6%
7 META PLATFORMS INC CL A META META 25,409 $14.3m4.92% 4.92% ReducedShares held: Q3 2025 48.9k, Q4 2025 40.1k, Q1 2026 29.4k, Q2 2026 25.4k -4.0k -4,015 -13.7%
8 VISA INC COM CL A V V 41,229 $14.1m4.86% 4.86% AddedShares held: Q3 2025 55.6k, Q4 2025 36.3k, Q1 2026 31.6k, Q2 2026 41.2k +9.7k +9,650 30.6%
9 MCDONALDS CORP COM MCD MCD 51,094 $13.8m4.74% 4.74% AddedShares held: Q3 2025 123.1k, Q4 2025 81.7k, Q1 2026 35.7k, Q2 2026 51.1k +15.4k +15,432 43.3%
10 DICKS SPORTING GOODS INC COM DKS DKS 59,753 $13.6m4.66% 4.66% ReducedShares held: Q3 2025 173.4k, Q4 2025 126.4k, Q1 2026 87.7k, Q2 2026 59.8k -27.9k -27,925 -31.9%
11 SPOTIFY TECHNOLOGY S A SHS SPOT SPOT 29,194 $13.4m4.60% 4.60% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 13.3k, Q2 2026 29.2k +15.9k +15,875 119.2%
12 COCA COLA CO COM KO KO 162,277 $13.2m4.53% 4.53% AddedShares held: Q3 2025 559.8k, Q4 2025 304.5k, Q1 2026 149.5k, Q2 2026 162.3k +12.8k +12,825 8.6%
13 KIMBERLY-CLARK CORP COM KMB KMB 118,000 $13.0m4.45% 4.45% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 66.0k, Q2 2026 118.0k +52.0k +51,975 78.7%
14 DISNEY WALT CO COM DIS DIS 130,995 $12.6m4.33% 4.33% ReducedShares held: Q3 2025 428.9k, Q4 2025 254.2k, Q1 2026 164.8k, Q2 2026 131.0k -33.9k -33,850 -20.5%
15 WILLIAMS SONOMA INC COM WSM WSM 46,353 $10.8m3.71% 3.71% ReducedShares held: Q3 2025 132.4k, Q4 2025 81.6k, Q1 2026 53.1k, Q2 2026 46.4k -6.7k -6,735 -12.7%
16 BOOKING HOLDINGS INC COM BKNG BKNG 59,575 $10.6m3.65% 3.65% ReducedShares held: Q3 2025 146.8k, Q4 2025 103.9k, Q1 2026 76.8k, Q2 2026 59.6k -17.2k -17,175 -22.4%
17 RALPH LAUREN CORP CL A RL RL 25,525 $10.2m3.52% 3.52% ReducedShares held: Q3 2025 86.1k, Q4 2025 39.8k, Q1 2026 25.6k, Q2 2026 25.5k -55 -55 -0.2%
18 DOMINOS PIZZA INC COM DPZ DPZ 34,262 $10.1m3.48% 3.48% AddedShares held: Q3 2025 59.5k, Q4 2025 33.2k, Q1 2026 30.3k, Q2 2026 34.3k +4.0k +3,965 13.1%
19 AIRBNB INC COM CL A ABNB ABNB 67,186 $9.6m3.30% 3.30% AddedShares held: Q3 2025 179.6k, Q4 2025 97.1k, Q1 2026 54.6k, Q2 2026 67.2k +12.6k +12,550 23.0%
20 MAPLEBEAR INC COM CART CART 171,434 $8.1m2.79% 2.79% ReducedShares held: Q3 2025 618.9k, Q4 2025 338.1k, Q1 2026 185.6k, Q2 2026 171.4k -14.1k -14,125 -7.6%
21 GAP INC COM GAP GAP 398,957 $7.5m2.56% 2.56% ReducedShares held: Q3 2025 996.2k, Q4 2025 890.6k, Q1 2026 407.9k, Q2 2026 399.0k -8.9k -8,900 -2.2%
22 HOME DEPOT INC COM HD HD 20,755 $7.3m2.51% 2.51% AddedShares held: Q3 2025 46.4k, Q4 2025 33.2k, Q1 2026 9.3k, Q2 2026 20.8k +11.4k +11,430 122.6%
23 STARBUCKS CORP COM SBUX SBUX 56,808 $5.8m1.99% 1.99% ReducedShares held: Q3 2025 255.5k, Q4 2025 181.9k, Q1 2026 75.6k, Q2 2026 56.8k -18.8k -18,775 -24.8%
24 NIKE INC CL B NKE NKE 81,572 $3.3m1.15% 1.15% ReducedShares held: Q3 2025 235.9k, Q4 2025 328.0k, Q1 2026 225.6k, Q2 2026 81.6k -144.0k -144,025 -63.8%