Hyperion Asset Management Ltd
- SEC CIK
- 0001619844
- Latest filing
- Jul 10, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 25
- 0 vs. Q4 2022
- Portfolio value
- $1.92B
- +$379.3M (+24.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 1,459,521 | $302.8M | 15.8% | −397,849−21.4% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 531,015 | $246.8M | 12.8% | −2,277−0.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 842,165 | $242.8M | 12.6% | +19,883+2.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,217,213 | $229.0M | 11.9% | +47,381+2.2% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 906,933 | $121.2M | 6.3% | +199,348+28.2% | Added | History |
| WDAYWorkday, Inc. | CL A | 555,172 | $114.7M | 6.0% | +109,306+24.5% | Added | History |
| XYZBlock, Inc. | CL A | 1,648,975 | $113.2M | 5.9% | −248,574−13.1% | Reduced | History |
| VVisa Inc. | Stock | 371,839 | $83.8M | 4.4% | +9,451+2.6% | Added | History |
| INTUIntuit Inc. | Stock | 184,006 | $82.0M | 4.3% | +10,307+5.9% | Added | History |
| ABNBAirbnb, Inc. | Stock | 596,064 | $74.2M | 3.9% | −192,386−24.4% | Reduced | History |
| MAMastercard Inc | Stock | 152,283 | $55.3M | 2.9% | +1,571+1.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 265,534 | $53.0M | 2.8% | −64,198−19.5% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 5,195,920 | $43.9M | 2.3% | −466,700−8.2% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 82,579 | $41.0M | 2.1% | +3,297+4.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 374,168 | $38.8M | 2.0% | −67,434−15.3% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 126,627 | $32.3M | 1.7% | +15,902+14.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 133,617 | $28.3M | 1.5% | 00.0% | Unchanged | History |
| ROKURoku, Inc | COM CL A | 220,724 | $14.5M | 0.8% | −33,700−13.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 2,400 | $829.2K | <0.1% | 00.0% | Unchanged | History |
| AXONAxon Enterprise, Inc. | COM | 3,455 | $776.9K | <0.1% | 00.0% | Unchanged | History |
| YETIYETI Holdings, Inc. | COM | 14,555 | $582.2K | <0.1% | 00.0% | Unchanged | History |
| DOCSDoximity, Inc. | CL A | 10,035 | $324.9K | <0.1% | 00.0% | Unchanged | History |
| WWayfair Inc. | CL A | 5,355 | $183.9K | <0.1% | 00.0% | Unchanged | History |
| COURCoursera, Inc. | COM | 15,650 | $180.3K | <0.1% | 00.0% | Unchanged | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 18,025 | $88.5K | <0.1% | 00.0% | Unchanged | – |