Hyperion Asset Management Ltd
Long book
$3.14B
Q1 2026
Positions
18
Top-10 weight
81%
concentration
Last quarter
+19.1%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsHyperion Asset Management Ltd is a concentrated fundamental stock-picker, running a $3.14B US long book across 18 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: TESLA INC, ALPHABET INC-CL A, META PLATFORMS INC-CLASS A, AMAZON.COM INC, ARM HOLDINGS PLC-ADR.
Over the last 9 quarters its long book ran on average 1.6pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.5%
Q2 2024
+9.0%
Q3 2024
+21.9%
Q4 2024
-12.6%
Q1 2025
+24.5%
Q2 2025
+7.1%
Q3 2025
-4.6%
Q4 2025
-12.3%
Q1 2026
+19.1%
Sector allocation
Technology 50%
Industrials 25%
Consumer discretionary 13%
Healthcare 4%
Services media 4%
Communications 4%
Long book by quarter
What does Hyperion Asset own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| TSLA TESLA INC | Industrials | 1.2M | $429.8M | 13.7% | +4.5% |
| GOOGL ALPHABET INC-CL A | Technology | 1.2M | $356.1M | 11.3% | New |
| META META PLATFORMS INC-CLASS A | Technology | 567.0K | $324.4M | 10.3% | +91.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.5M | $307.8M | 9.8% | +1.7% |
| NVDA NVIDIA CORP | Technology | 1.3M | $224.1M | 7.1% | -33.4% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 149.6K | $197.6M | 6.3% | +39.1% |
| MSFT MICROSOFT CORP | Technology | 442.5K | $163.8M | 5.2% | -47.6% |
| XYZ BLOCK INC | Technology | 2.5M | $151.1M | 4.8% | -5.4% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 978.0K | $143.1M | 4.6% | -35.4% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 279.9K | $129.0M | 4.1% | +31.1% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 236.7K | $114.8M | 3.7% | -29.3% |
| AXON AXON ENTERPRISE INC | Industrials | 221.0K | $93.8M | 3.0% | +50.2% |
| V VISA INC-CLASS A SHARES | Services media | 214.6K | $64.9M | 2.1% | -18.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 63.1K | $62.9M | 2.0% | -15.7% |
| MA MASTERCARD INC - A | Services media | 111.9K | $55.9M | 1.8% | +1.6% |
| INTU INTUIT INC | Technology | 90.1K | $39.0M | 1.2% | -58.1% |
| NOW SERVICENOW INC | Technology | 363.1K | $38.0M | 1.2% | -76.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 18 | $3.14B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 18 | $3.58B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 18 | $3.58B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 15, 2025 | 18 | $3.17B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 19 | $2.55B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 19 | $3.02B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 22 | $2.61B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 22 | $2.42B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 23 | $2.38B | canonical | SEC ↗ |
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