HS Management Partners, LLC 13F 持仓 · 2026年Q2
HS Management Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 2.91 亿美元。前几大持仓：GOOG（7.29%）、AMZN（5.63%）、MSFT（5.48%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CL C | $21.2M | 7.29% | 60,093 | 减持 |
| 2 | AMZN | AMAZON.COM INC | $16.4M | 5.63% | 68,740 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $16.0M | 5.48% | 42,766 | 减持 |
| 4 | UBER | UBER TECHNOLOGIES INC | $15.9M | 5.47% | 220,484 | 增持 |
| 5 | AXP | AMERICAN EXPRESS COMPANY | $15.3M | 5.24% | 45,119 | 增持 |
| 6 | NFLX | NETFLIX INC | $14.9M | 5.12% | 208,599 | 增持 |
| 7 | META | META PLATFORMS INC - CL A | $14.3M | 4.92% | 25,409 | 减持 |
| 8 | V | VISA INC CL A COMMON STOCK | $14.1M | 4.86% | 41,229 | 增持 |
| 9 | MCD | MCDONALDS CORP | $13.8M | 4.74% | 51,094 | 增持 |
| 10 | DKS | DICKS SPORTING GOODS INC | $13.6M | 4.66% | 59,753 | 减持 |
| 11 | SPOT | SPOTIFY TECHNOLOGY SA | $13.4M | 4.60% | 29,194 | 增持 |
| 12 | KO | COCA-COLA CO | $13.2M | 4.53% | 162,277 | 增持 |
| 13 | KMB | KIMBERLY CLARK CORP | $13.0M | 4.45% | 118,000 | 增持 |
| 14 | DIS | DISNEY WALT CO COM | $12.6M | 4.33% | 130,995 | 减持 |
| 15 | WSM | WILLIAMS-SONOMA INC | $10.8M | 3.71% | 46,353 | 减持 |
| 16 | BKNG | BOOKING HOLDINGS INC | $10.6M | 3.65% | 59,575 | 增持 |
| 17 | RL | RALPH LAUREN CORP CL A | $10.2M | 3.52% | 25,525 | 减持 |
| 18 | DPZ | DOMINO'S PIZZA, INC. | $10.1M | 3.48% | 34,262 | 增持 |
| 19 | ABNB | AIRBNB | $9.6M | 3.30% | 67,186 | 增持 |
| 20 | CART | MAPLEBEAR INC | $8.1M | 2.79% | 171,434 | 减持 |
| 21 | GAP | GAP INC | $7.5M | 2.56% | 398,957 | 减持 |
| 22 | HD | HOME DEPOT INC | $7.3M | 2.51% | 20,755 | 增持 |
| 23 | SBUX | STARBUCKS CORP | $5.8M | 1.99% | 56,808 | 减持 |
| 24 | NKE | NIKE INC CL B | $3.3M | 1.15% | 81,572 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR