HS Management Partners, LLC
NEW YORK NY · SEC CIK 0001455253
$2.86亿2026Q1 申报市值
24持仓数
58.7%前十大占比 · 第一大 7.2%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AXP 新建仓+$1,032.33万
SPOT 新建仓+$645.85万
KMB 新建仓+$636.94万
2026Q1 卖出最多 按季末市值估算
MCD 减仓-$1,432.34万
MAT 清仓-$1,355.47万
KO 减仓-$1,178.78万
GAP 减仓-$1,168.18万
PYPL 清仓-$1,008.37万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CL C | $2,065.92万 | 7.23% | 72,018 | -31,796 | -30.6% | -$912.10万 | 减仓 |
| AMZN | AMAZON.COM INC | $2,035.21万 | 7.12% | 97,720 | -31,675 | -24.5% | -$659.70万 | 减仓 |
| NFLX | NETFLIX INC | $1,954.29万 | 6.84% | 203,254 | -37,156 | -15.5% | -$357.25万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $1,738.57万 | 6.08% | 87,678 | -38,707 | -30.6% | -$767.52万 | 减仓 |
| META | META PLATFORMS INC - CL A | $1,683.44万 | 5.89% | 29,424 | -10,721 | -26.7% | -$613.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,645.26万 | 5.76% | 44,446 | -9,881 | -18.2% | -$365.76万 | 减仓 |
| DIS | DISNEY WALT CO COM | $1,588.78万 | 5.56% | 164,845 | -89,305 | -35.1% | -$860.72万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,578.57万 | 5.52% | 219,459 | -56,616 | -20.5% | -$407.24万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,292.57万 | 4.52% | 3,070 | -1,085 | -26.1% | -$456.82万 | 减仓 |
| NKE | NIKE INC CL B | $1,191.60万 | 4.17% | 225,597 | -102,403 | -31.2% | -$540.89万 | 减仓 |
| KO | COCA-COLA CO | $1,136.58万 | 3.98% | 149,452 | -155,001 | -50.9% | -$1,178.78万 | 减仓 |
| MCD | MCDONALDS CORP | $1,108.34万 | 3.88% | 35,662 | -46,087 | -56.4% | -$1,432.34万 | 减仓 |
| DPZ | DOMINO'S PIZZA, INC. | $1,087.03万 | 3.80% | 30,297 | -2,903 | -8.7% | -$104.16万 | 减仓 |
| AXP | AMERICAN EXPRESS COMPANY | $1,032.33万 | 3.61% | 34,129 | 34,129 | — | $1,032.33万 | 新建仓 |
| GAP | GAP INC | $987.01万 | 3.45% | 407,857 | -482,718 | -54.2% | -$1,168.18万 | 减仓 |
| WSM | WILLIAMS-SONOMA INC | $967.95万 | 3.39% | 53,088 | -28,487 | -34.9% | -$519.40万 | 减仓 |
| V | VISA INC CL A COMMON STOCK | $954.44万 | 3.34% | 31,579 | -4,706 | -13.0% | -$142.23万 | 减仓 |
| RL | RALPH LAUREN CORP CL A | $879.93万 | 3.08% | 25,580 | -14,185 | -35.7% | -$487.95万 | 减仓 |
| CART | MAPLEBEAR INC | $695.10万 | 2.43% | 185,559 | -152,541 | -45.1% | -$571.42万 | 减仓 |
| ABNB | AIRBNB | $689.94万 | 2.41% | 54,636 | -42,499 | -43.8% | -$536.68万 | 减仓 |
| SBUX | STARBUCKS CORP | $677.15万 | 2.37% | 75,583 | -106,317 | -58.4% | -$952.49万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $645.85万 | 2.26% | 13,319 | 13,319 | — | $645.85万 | 新建仓 |
| KMB | KIMBERLY CLARK CORP | $636.94万 | 2.23% | 66,025 | 66,025 | — | $636.94万 | 新建仓 |
| HD | HOME DEPOT INC | $306.69万 | 1.07% | 9,325 | -23,910 | -71.9% | -$786.38万 | 减仓 |
| MAT | MATTEL INC COM | $0 | 0.00% | 0 | -683,200 | -100.0% | -$1,355.47万 | 清仓 |
| PYPL | PAYPAL HOLDINGS INC | $0 | 0.00% | 0 | -172,725 | -100.0% | -$1,008.37万 | 清仓 |
| PEP | PEPSICO INCORPORATED | $0 | 0.00% | 0 | -56,473 | -100.0% | -$810.50万 | 清仓 |