13F HOLDINGS REPORT
Hyperion Asset Management Ltd
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-004800
Total Value
$3.58B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 1,159,270 | $515.6M | 14.38% |
| 2 | MICROSOFT CORP | MSFT | 777,666 | $402.8M | 11.24% |
| 3 | NVIDIA CORPORATION | NVDA | 1,824,017 | $340.3M | 9.49% |
| 4 | AMAZON COM INC | AMZN | 1,201,105 | $263.7M | 7.36% |
| 5 | PALANTIR TECHNOLOGIES INC | PLTR | 1,442,777 | $263.2M | 7.34% |
| 6 | SERVICENOW INC | NOW | 281,641 | $259.2M | 7.23% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 365,378 | $255.0M | 7.11% |
| 8 | ARM HOLDINGS PLC | 042068205 | 1,434,591 | $203.0M | 5.66% |
| 9 | META PLATFORMS INC | META | 263,309 | $193.4M | 5.39% |
| 10 | ASML HOLDING N V | ASMLF | 161,592 | $156.4M | 4.36% |
| 11 | BLOCK INC | BSQKZ | 2,159,765 | $156.1M | 4.35% |
| 12 | INTUIT | INTU | 184,569 | $126.0M | 3.52% |
| 13 | INTUITIVE SURGICAL INC | ISRG | 218,646 | $97.8M | 2.73% |
| 14 | VISA INC | V | 282,566 | $96.5M | 2.69% |
| 15 | AXON ENTERPRISE INC | AXON | 122,616 | $88.0M | 2.45% |
| 16 | MASTERCARD INCORPORATED | MA | 119,052 | $67.7M | 1.89% |
| 17 | COSTCO WHSL CORP NEW | 22160K105 | 70,724 | $65.5M | 1.83% |
| 18 | WORKDAY INC | WDAY | 144,395 | $34.8M | 0.97% |