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Portfolio (Quarterly) Guide ↗

Hyperion Asset Management Ltd

· CIK 0001619844
13F Portfolio $3.1B AUM 18 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 7 Added 10 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA TESLA INC Consumer Cyclical 1,156,020.0 $429.8M 13.70% +50K +4.5% $371.75 +7.7%
2 META META PLATFORMS INC Communication Services 566,975.0 $324.4M 10.34% +271K +91.7% $572.13 +0.9%
3 AMZN AMAZON COM INC Consumer Cyclical 1,478,015.0 $307.8M 9.81% +25K +1.7% $208.27 +17.3%
4 ASML ASML HLDG NV Technology 149,613.0 $197.6M 6.30% +42K +39.1% $1320.83 +46.1%
5 ISRG INTUITIVE SURGICAL INC Healthcare 279,907.0 $129.0M 4.11% +66K +31.1% $460.99 -11.8%
6 AXON AXON ENTERPRISE INC Industrials 220,956.0 $93.8M 2.99% +74K +50.2% $424.69 -0.3%
7 MA MASTERCARD INCORPORATED Financial Services 111,915.0 $55.9M 1.78% +2K +1.6% $499.66 -2.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.1%
Communication Services 26.6%
Consumer Cyclical 24.7%
Healthcare 4.3%
Financial Services 4.0%
Industrials 3.1%
Consumer Defensive 2.1%