HS Management Partners, LLC

Long Only Manager • Growth

HS Management Partners, LLC is a Long Only Manager specializing in Growth based in New York, NY led by Harry William Segalas, reporting $1.5B in AUM as of Q3 2025 with 48% Consumer Cyclical concentration and 55% concentrated in top 10 holdings.

CIOHarry William Segalas

Portfolio Value: $769.6M
Positions: 25
Top Holding: GOOG at 6.65%
Last Reported: Q3 2025

Address640 Fifth Avenue, 18th Floor, New York, NY, 10019, United States

Top Holdings

Largest long holdings in HS Management Partners, LLC's portfolio (54.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$51.2M	6.65%	-$52.2M Sold	0.00% 210.1K shares	Q2 2014 Held for 11y 5m
2 Walt Disney DIS	Entertainment Communication Services	$49.1M	6.38%	-$24.5M Sold	0.02% 428.9K shares	Q2 2024 Held for 1y 5m
3 PayPal Holdings, Inc. PYPL	Financial - Credit Services Financial Services	$44.3M	5.76%	-$28.0M Sold	0.07% 661.3K shares	Q2 2023 Held for 2y 5m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$43.5M	5.65%	-$16.8M Sold	0.00% 198.0K shares	Q3 2024 Held for 1y 2m
5 Microsoft MSFT	Software - Infrastructure Technology	$42.3M	5.49%	-$27.7M Sold	0.00% 81.6K shares	Q2 2016 Held for 9y 5m
6 Uber Technologies UBER	Software - Application Technology	$41.1M	5.35%	-$25.7M Sold	0.02% 420.0K shares	Q3 2024 Held for 1y 2m
7 Dick's Sporting Goods DKS	Specialty Retail Consumer Cyclical	$38.5M	5.01%	-$41.0M Sold	0.19% 173.4K shares	Q4 2021 Held for 3y 11m
8 McDonald's MCD	Restaurants Consumer Cyclical	$37.4M	4.86%	+$9.0M Bought	0.02% 123.1K shares	Q2 2015 Held for 10y 5m
9 Coca-Cola KO	Beverages - Non-Alcoholic Consumer Defensive	$37.1M	4.82%	-$24.0M Sold	0.01% 559.8K shares	Q2 2017 Held for 8y 5m
10 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$35.9M	4.66%	-$22.5M Sold	0.00% 48.9K shares	Q2 2024 Held for 1y 5m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HS Management Partners, LLC's latest filing

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GthenC

Market Value

$769.6M

Prior: $1.2B

Q/Q Change

-37.18%

-$455.6M

Net Flows % of MV

-61.06%

Turnover Ratio

33.71%

New Purchases

0 stocks

Added To

3 stocks

+$24.5M

Sold Out Of

0 stocks

Reduced Holdings

22 stocks

-$494.3M

Increased Positions

Position	Shares Δ	Change
1 Maplebear Inc. CART	+78.46%	346.8K → 618.9K +$10.0M
2 Visa V	+40.23%	39.6K → 55.6K +$5.4M
3 McDonald's MCD	+31.74%	93.4K → 123.1K +$9.0M

Decreased Positions

Position	Shares Δ	Change
1 Nike NKE	-60.89%	603.1K → 235.9K −$25.6M
2 Great Atlantic & Pacific Tea Company GAP	-55.83%	2.3M → 996.2K −$26.9M
3 Dick's Sporting Goods DKS	-51.58%	358.1K → 173.4K −$41.0M
4 Alphabet Inc. GOOG	-50.52%	424.6K → 210.1K −$52.2M
5 Ralph Lauren RL	-50.11%	172.6K → 86.1K −$27.1M