13F HOLDINGS REPORT
Hyperion Asset Management Ltd
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001172661-25-002590
Total Value
$3.17B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 1,400,169 | $444.8M | 14.05% |
| 2 | MICROSOFT CORP | MSFT | 719,899 | $358.1M | 11.31% |
| 3 | SERVICENOW INC | NOW | 290,293 | $298.4M | 9.43% |
| 4 | AMAZON COM INC | AMZN | 1,235,431 | $271.0M | 8.56% |
| 5 | SPOTIFY TECHNOLOGY S A | SPOT | 329,324 | $252.7M | 7.98% |
| 6 | PALANTIR TECHNOLOGIES INC | PLTR | 1,637,181 | $223.2M | 7.05% |
| 7 | META PLATFORMS INC | META | 256,717 | $189.5M | 5.99% |
| 8 | ASML HOLDING N V | ASMLF | 221,808 | $177.8M | 5.62% |
| 9 | BLOCK INC | BSQKZ | 2,148,429 | $145.9M | 4.61% |
| 10 | WORKDAY INC | WDAY | 603,395 | $144.8M | 4.58% |
| 11 | INTUIT | INTU | 160,733 | $126.6M | 4.00% |
| 12 | NVIDIA CORPORATION | NVDA | 660,795 | $104.4M | 3.30% |
| 13 | VISA INC | V | 278,677 | $98.9M | 3.13% |
| 14 | INTUITIVE SURGICAL INC | ISRG | 170,631 | $92.7M | 2.93% |
| 15 | AXON ENTERPRISE INC | AXON | 92,479 | $76.6M | 2.42% |
| 16 | MASTERCARD INCORPORATED | MA | 109,882 | $61.7M | 1.95% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 55,777 | $55.2M | 1.74% |
| 18 | SALESFORCE INC | CRM | 156,438 | $42.7M | 1.35% |