Hyperion Asset Management

Latest statistics and disclosures from Hyperion Asset Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TSLA, NOW, AMZN, MSFT, SPOT, and represent 60.66% of Hyperion Asset Management's stock portfolio.
  • Added to shares of these 4 stocks: SQ (+$12M), AMZN (+$12M), META, ROKU.
  • Reduced shares in these 10 stocks: PLTR (-$18M), NOW (-$15M), WDAY (-$15M), MA (-$9.8M), V (-$8.9M), CRM (-$7.2M), TSLA, ABNB, SPOT, COST.
  • Sold out of its positions in DOCS, Farfetch Ltd ord sh cl a.
  • Hyperion Asset Management was a net seller of stock by $-66M.
  • Hyperion Asset Management has $2.1B in assets under management (AUM), dropping by -6.51%.
  • Central Index Key (CIK): 0001619844

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Portfolio Holdings for Hyperion Asset Management

Hyperion Asset Management holds 23 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tesla Motors (TSLA) 15.3 $317M 1.3M 250.22
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Servicenow (NOW) 13.6 $283M -5% 506k 558.96
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Amazon (AMZN) 12.5 $259M +4% 2.0M 127.12
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Microsoft Corporation (MSFT) 12.2 $253M 801k 315.75
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Spotify Technology S A SHS (SPOT) 7.1 $148M -2% 959k 154.64
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Workday Cl A (WDAY) 6.2 $128M -10% 597k 214.85
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Intuit (INTU) 4.5 $94M 184k 510.94
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Block Cl A (SQ) 4.4 $90M +14% 2.0M 44.26
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Visa Com Cl A (V) 3.9 $82M -9% 357k 230.01
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Airbnb Com Cl A (ABNB) 3.3 $68M -5% 495k 137.21
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Palantir Technologies Cl A (PLTR) 2.9 $60M -22% 3.8M 16.00
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Mastercard Incorporated Cl A (MA) 2.8 $58M -14% 148k 395.91
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Costco Wholesale Corporation (COST) 2.1 $45M -4% 79k 564.96
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Alphabet Cap Stk Cl A (GOOGL) 2.0 $42M -2% 323k 130.86
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Meta Platforms Cl A (META) 2.0 $42M +3% 140k 300.21
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salesforce (CRM) 2.0 $41M -14% 201k 202.78
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Intuitive Surgical Com New (ISRG) 1.8 $38M 129k 292.29
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Roku Com Cl A (ROKU) 1.2 $26M 365k 70.59
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Netflix (NFLX) 0.0 $853k -5% 2.3k 377.60
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Yeti Hldgs (YETI) 0.0 $702k 15k 48.22
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Axon Enterprise (AXON) 0.0 $688k 3.5k 198.99
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Wayfair Cl A (W) 0.0 $471k 7.8k 60.57
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Coursera (COUR) 0.0 $293k 16k 18.69
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Past Filings by Hyperion Asset Management

SEC 13F filings are viewable for Hyperion Asset Management going back to 2015

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