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Portfolio (Quarterly) Guide ↗

Hyperion Asset Management Ltd

· CIK 0001619844
13F Portfolio $3.8B AUM 20 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 9 Added 8 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 1,177,203.0 $201.1M 5.33% NEW $170.86
2 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 264,296.0 $126.2M 3.35% NEW $477.57 -12.6%
3 BROS DUTCH BROS INC Consumer Cyclical 598,044.0 $42.9M 1.14% NEW $71.81 -28.9%

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 35.5%
Consumer Cyclical 25.3%
Communication Services 24.1%
Healthcare 5.0%
Financial Services 4.8%
Industrials 3.6%
Consumer Defensive 1.9%