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Portfolio (Quarterly) Guide ↗

Hyperion Capital Advisors LP

· CIK 0001794499
13F Portfolio $208M AUM 68 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 11 Added 13 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 LBRDK LIBERTY BROADBAND CORP Communication Services 63,301 $3.1M 1.51% SOLD
2 XP XP INC Financial Services 61,067 $1000K 0.49% SOLD
3 HDB HDFC BANK LTD Financial Services 14,840 $542K 0.27% SOLD
4 DE DEERE & CO Industrials 900 $419K 0.20% SOLD
5 COF CAPITAL ONE FINL CORP Financial Services 1,071 $260K 0.13% SOLD
6 LEN LENNAR CORP Consumer Cyclical 2,203 $226K 0.11% SOLD
7 JPM JPMORGAN CHASE & CO. Financial Services 624 $201K 0.10% SOLD
Sector Allocation
Healthcare 27.9%
Communication Services 23.5%
Financial Services 21.5%
Technology 11.0%
Industrials 10.7%
Consumer Cyclical 2.1%
Utilities 2.0%
Energy 0.8%
Basic Materials 0.5%
Real Estate 0.1%