13F HOLDINGS REPORT
Hyperion Asset Management Ltd
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-001999
Total Value
$2.55B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 1,419,742 | $367.9M | 14.46% |
| 2 | SERVICENOW INC | NOW | 312,521 | $248.8M | 9.78% |
| 3 | AMAZON COM INC | AMZN | 1,184,235 | $225.3M | 8.85% |
| 4 | MICROSOFT CORP | MSFT | 596,817 | $224.0M | 8.80% |
| 5 | ASML HOLDING N V | ASMLF | 302,278 | $200.3M | 7.87% |
| 6 | SPOTIFY TECHNOLOGY S A | SPOT | 359,559 | $197.8M | 7.77% |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 1,997,786 | $168.6M | 6.62% |
| 8 | BLOCK INC | BSQKZ | 2,839,994 | $154.3M | 6.06% |
| 9 | META PLATFORMS INC | META | 256,410 | $147.8M | 5.81% |
| 10 | WORKDAY INC | WDAY | 570,311 | $133.2M | 5.23% |
| 11 | INTUIT | INTU | 146,721 | $90.1M | 3.54% |
| 12 | INTUITIVE SURGICAL INC | ISRG | 171,600 | $85.0M | 3.34% |
| 13 | VISA INC | V | 241,874 | $84.8M | 3.33% |
| 14 | MASTERCARD INCORPORATED | MA | 102,319 | $56.1M | 2.20% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 49,394 | $46.7M | 1.84% |
| 16 | SALESFORCE INC | CRM | 136,655 | $36.7M | 1.44% |
| 17 | ALPHABET INC | GOOG | 185,506 | $28.7M | 1.13% |
| 18 | AIRBNB INC | ABNB | 210,625 | $25.2M | 0.99% |
| 19 | ROKU INC | ROKU | 342,221 | $24.1M | 0.95% |