HS MANAGEMENT PARTNERS, LLC Information

598 MADISON AVE, 14TH FLOOR, NEW YORK, New York, 10022, (212) 888-0060

Report Date: 12/31/2014

Position Statistics

Total Positions 24
New Positions 0
Increased Positions 8
Decreased Positions 16
Positions with Activity 24
Sold Out Positions 3
Total Mkt Value (in $ millions) 2,515

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 21.16%
Consumer/Non-Cyclical 8.98%
Energy
Financial 5.27%
Healthcare
Services 44.59%
Technology 16.62%
Transportation 3.38%
Utilities

24 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PRICELINE GRP INC COM NEW 226,856 124,663 121.99 191,032
APPLE INC COM 199,103 -22,700 (10.23) 1,596,016
GOOGLE INC CL C 171,876 66,100 62.49 327,977
TIME WARNER INC COM NEW 163,258 -30,630 (15.8) 1,957,529
AMC NETWORKS INC CL A 155,154 50,932 48.87 2,065,825
WILLIAMS SONOMA INC COM 144,337 1,704 1.20 1,886,516
DISNEY WALT CO COM DISNEY 136,145 -64 (0.05) 1,276,081
VISA INC COM CL A 132,666 -22,183 (14.33) 2,056,200
RALPH LAUREN CORP CL A 127,078 -5,502 (4.15) 949,905
EBAY INC COM 125,022 -12,945 (9.38) 2,240,946
SCRIPPS NETWORKS INTERACT INC CL A COM 123,899 32,420 35.44 1,807,167
LULULEMON ATHLETICA INC COM 120,187 14,486 13.71 1,801,899
GRAINGER W W INC COM 116,449 38,611 49.61 486,561
DIAGEO P L C SPON ADR NEW 115,060 -6,802 (5.58) 1,021,035
CHEESECAKE FACTORY INC COM 97,612 -2,351 (2.35) 2,006,420
WHOLE FOODS MKT INC COM 93,510 -57,635 (38.13) 1,915,800
UNITED PARCEL SERVICE INC CL B 84,931 -10,297 (10.81) 890,445
STARBUCKS CORP COM 62,457 -35,985 (36.56) 1,311,574
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 48,297 3,558 7.95 390,409
GOOGLE INC CL A 47,009 -1,280 (2.65) 88,240