HS Management Partners
HS Management Partners reported 24 stocks worth $291M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are GOOG (7.3%), AMZN (5.6%) and MSFT (5.5%). Compared with Q1 2026, the fund added to UBER, AXP and NFLX and trimmed GOOG, AMZN and MSFT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOG Alphabet Inc | $21.2M | 7.3% | 60K | −12K (−17%) | 8 of 8 | |
| 2 |  AMZN Amazon Com Inc | $16.4M | 5.6% | 69K | −29K (−30%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $16M | 5.5% | 43K | −1,680 (−4%) | 8 of 8 | |
| 4 |  UBER Uber Technologies Inc | $15.9M | 5.5% | 220K | +1,025 (+0%) | 8 of 8 | |
| 5 |  AXP American Express Co | $15.3M | 5.2% | 45K | +11K (+32%) | 2 of 8 | |
| 6 |  NFLX Netflix Inc | $14.9M | 5.1% | 209K | +5,345 (+3%) | 3 of 8 | |
| 7 |  META Meta Platforms Inc | $14.3M | 4.9% | 25K | −4,015 (−14%) | 8 of 8 | |
| 8 |  V Visa Inc | $14.1M | 4.9% | 41K | +9,650 (+31%) | 8 of 8 | |
| 9 |  MCD Mcdonalds Corp | $13.8M | 4.7% | 51K | +15K (+43%) | 8 of 8 | |
| 10 |  DKS Dicks Sporting Goods Inc | $13.6M | 4.7% | 60K | −28K (−32%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →HS Management Partners 13F FAQ
What does HS Management Partners own?
HS Management Partners reported 24 stocks worth $291M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are GOOG (7.3%), AMZN (5.6%) and MSFT (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did HS Management Partners buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 12 added to, 12 trimmed and 0 sold out.
When will HS Management Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is HS Management Partners's portfolio worth?
The Q2 2026 filing reports $291M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.