Hyperion Asset Management Ltd Portfolio Stock Holdings

Hyperion Asset Management Ltd disclosed 18 stock positions valued at approximately $3.1 billion in its latest SEC 13F filing. The largest holdings include TESLA INC, ALPHABET INC, and META PLATFORMS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
18
Portfolio Value
$3.1B
Holdings by Sector
Hyperion Asset Management Ltd Portfolio Holdings in Q1 2026

18 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TESLA INCTSLAConsumer Cyclical13.70%1,156,020+49,897+4.51%$429,750,437
ALPHABET INCGOOGLCommunication Services11.35%1,238,189+1,238,189+100.00%$356,053,628
META PLATFORMS INCMETACommunication Services10.34%566,975+271,144+91.66%$324,383,406
AMAZON COM INCAMZNConsumer Cyclical9.81%1,478,015+24,757+1.70%$307,826,185
ARM HOLDINGS PLCARMTechnology7.71%1,598,537-237,648-12.94%$241,826,678
NVIDIA CORPORATIONNVDATechnology7.14%1,284,712-644,300-33.40%$224,053,772
ASML HLDG NVASMLOther6.30%149,613+42,056+39.10%$197,613,337
MICROSOFT CORPMSFTTechnology5.22%442,511-401,794-47.59%$163,804,297
BLOCK INCSQTechnology4.81%2,510,006-142,514-5.37%$151,052,161
PALANTIR TECHNOLOGIES INCPLTRTechnology4.56%977,953-536,481-35.42%$143,054,965
INTUITIVE SURGICAL INCISRGHealthcare4.11%279,907+66,424+31.11%$129,034,328
SPOTIFY TECHNOLOGY S ASPOTOther3.66%236,657-98,211-29.33%$114,757,344
AXON ENTERPRISE INCAXONIndustrials2.99%220,956+73,805+50.16%$93,837,802
VISA INCVFinancial Services2.07%214,649-47,095-17.99%$64,875,514
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive2.00%63,106-11,741-15.69%$62,880,712
MASTERCARD INCORPORATEDMAFinancial Services1.78%111,915+1,779+1.62%$55,919,450
INTUITINTUTechnology1.24%90,106-125,082-58.13%$38,960,035
SERVICENOW INCNOWTechnology1.21%363,066-1,185,904-76.56%$37,958,550