Hyperion Asset Management Ltd
- SEC CIK
- 0001619844
- Latest filing
- Jul 10, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 25
- 0 vs. Q1 2023
- Portfolio value
- $2.22B
- +$301.9M (+15.7%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 1,284,555 | $336.3M | 15.1% | −174,966−12.0% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 533,555 | $299.8M | 13.5% | +2,540+0.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 803,588 | $273.7M | 12.3% | −38,577−4.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,948,321 | $254.0M | 11.4% | −268,892−12.1% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 982,453 | $157.7M | 7.1% | +75,520+8.3% | Added | History |
| WDAYWorkday, Inc. | CL A | 666,943 | $150.7M | 6.8% | +111,771+20.1% | Added | History |
| XYZBlock, Inc. | CL A | 1,776,345 | $118.3M | 5.3% | +127,370+7.7% | Added | History |
| VVisa Inc. | Stock | 395,623 | $94.0M | 4.2% | +23,784+6.4% | Added | History |
| INTUIntuit Inc. | Stock | 186,794 | $85.6M | 3.9% | +2,788+1.5% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 4,868,781 | $74.6M | 3.4% | −327,139−6.3% | Reduced | History |
| MAMastercard Inc | Stock | 172,343 | $67.8M | 3.0% | +20,060+13.2% | Added | History |
| ABNBAirbnb, Inc. | Stock | 521,533 | $66.8M | 3.0% | −74,531−12.5% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 236,704 | $50.0M | 2.2% | −28,830−10.9% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 82,099 | $44.2M | 2.0% | −480−0.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 128,921 | $44.1M | 2.0% | +2,294+1.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 330,283 | $39.5M | 1.8% | −43,885−11.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 135,350 | $38.8M | 1.7% | +1,733+1.3% | Added | History |
| ROKURoku, Inc | COM CL A | 364,199 | $23.3M | 1.0% | +143,475+65.0% | Added | History |
| NFLXNetflix Inc | Stock | 2,400 | $1.06M | <0.1% | 00.0% | Unchanged | History |
| AXONAxon Enterprise, Inc. | COM | 3,455 | $674.1K | <0.1% | 00.0% | Unchanged | History |
| YETIYETI Holdings, Inc. | COM | 14,555 | $565.3K | <0.1% | 00.0% | Unchanged | History |
| WWayfair Inc. | CL A | 7,780 | $505.8K | <0.1% | +2,425+45.3% | Added | History |
| DOCSDoximity, Inc. | CL A | 10,785 | $366.9K | <0.1% | +750+7.5% | Added | History |
| COURCoursera, Inc. | COM | 15,650 | $203.8K | <0.1% | 00.0% | Unchanged | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 18,025 | $108.9K | <0.1% | 00.0% | Unchanged | – |