Hyperion Asset Management Ltd
- SEC CIK
- 0001619844
- Latest filing
- Jul 10, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 25
- −1 vs. Q3 2022
- Portfolio value
- $1.54B
- −$182.0M (−10.6%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 1,857,370 | $228.8M | 14.8% | +875,301+89.1% | Added | History |
| NOWServiceNow, Inc. | Stock | 533,292 | $207.1M | 13.4% | +84,256+18.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 822,282 | $197.2M | 12.8% | −64,203−7.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,169,832 | $182.3M | 11.8% | +191,214+9.7% | Added | History |
| XYZBlock, Inc. | CL A | 1,897,549 | $119.2M | 7.7% | −56,505−2.9% | Reduced | History |
| VVisa Inc. | Stock | 362,388 | $75.3M | 4.9% | −57,631−13.7% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 445,866 | $74.6M | 4.8% | −11,476−2.5% | Reduced | History |
| INTUIntuit Inc. | Stock | 173,699 | $67.6M | 4.4% | +3,734+2.2% | Added | History |
| ABNBAirbnb, Inc. | Stock | 788,450 | $67.4M | 4.4% | −153,917−16.3% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 707,585 | $55.9M | 3.6% | −150,645−17.6% | Reduced | History |
| MAMastercard Inc | Stock | 150,712 | $52.4M | 3.4% | −5,368−3.4% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 329,732 | $43.7M | 2.8% | −26,002−7.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 441,602 | $39.0M | 2.5% | −404,530−47.8% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 5,662,620 | $36.4M | 2.4% | −734,991−11.5% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 79,282 | $36.2M | 2.3% | −35,861−31.1% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 110,725 | $29.4M | 1.9% | −66,048−37.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 133,617 | $16.1M | 1.0% | −8,514−6.0% | Reduced | History |
| ROKURoku, Inc | COM CL A | 254,424 | $10.4M | 0.7% | −366,561−59.0% | Reduced | History |
| NFLXNetflix Inc | Stock | 2,400 | $707.7K | <0.1% | 00.0% | Unchanged | History |
| YETIYETI Holdings, Inc. | COM | 14,555 | $601.3K | <0.1% | 00.0% | Unchanged | History |
| AXONAxon Enterprise, Inc. | COM | 3,455 | $573.3K | <0.1% | 00.0% | Unchanged | History |
| DOCSDoximity, Inc. | CL A | 10,035 | $336.8K | <0.1% | 00.0% | Unchanged | History |
| COURCoursera, Inc. | COM | 15,650 | $185.1K | <0.1% | 00.0% | Unchanged | History |
| WWayfair Inc. | CL A | 5,355 | $176.1K | <0.1% | 00.0% | Unchanged | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 18,025 | $85.3K | <0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.