Hyperion Asset Management Ltd
- SEC CIK
- 0001619844
- Latest filing
- Jul 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 19
- −3 vs. Q3 2024
- Portfolio value
- $3.02B
- +$410.7M (+15.8%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 1,170,424 | $472.7M | 15.7% | −381,513−24.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,379,544 | $302.7M | 10.0% | −114,774−7.7% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 283,706 | $300.8M | 10.0% | −18,167−6.0% | Reduced | History |
| XYZBlock, Inc. | CL A | 3,134,218 | $266.4M | 8.8% | +321,569+11.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 596,806 | $251.6M | 8.3% | +29,515+5.2% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 472,370 | $211.3M | 7.0% | −69,809−12.9% | Reduced | History |
| ASMLASML Holding NV | ADR | 297,882 | $206.5M | 6.8% | +116,121+63.9% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 2,326,111 | $175.9M | 5.8% | −1,347,542−36.7% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 284,343 | $166.5M | 5.5% | +33,958+13.6% | Added | History |
| WDAYWorkday, Inc. | CL A | 596,362 | $153.9M | 5.1% | +91,193+18.1% | Added | History |
| INTUIntuit Inc. | Stock | 146,946 | $92.4M | 3.1% | −1,605−1.1% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 172,514 | $90.0M | 3.0% | +61,669+55.6% | Added | History |
| VVisa Inc. | Stock | 238,958 | $75.5M | 2.5% | +14,964+6.7% | Added | History |
| MAMastercard Inc | Stock | 100,744 | $53.0M | 1.8% | +17,771+21.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 51,783 | $47.4M | 1.6% | −17,707−25.5% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 134,206 | $44.9M | 1.5% | +1,725+1.3% | Added | History |
| ABNBAirbnb, Inc. | Stock | 330,428 | $43.4M | 1.4% | −16,382−4.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 185,886 | $35.2M | 1.2% | −70,906−27.6% | Reduced | History |
| ROKURoku, Inc | COM CL A | 374,793 | $27.9M | 0.9% | −5,483−1.4% | Reduced | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.