Hyperion Asset Management Ltd
SEC Form 13F institutional filer · CIK 0001619844
13F-HR · 15 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$2.58B
Top-10 concentration
89.9%
Hyperion Asset Management Ltd — $2.58B AUM allocation strategy
Hyperion Asset Management Ltd files SEC Form 13F and reports $2.58B of long US equity value across 15 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Discretionary 28.6%, followed by Communication Services 26.3% and Information Technology 23.5%.
The top 10 holdings account for 90% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Hyperion Asset Management Ltd — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.58B
total across 15 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
90% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$META +271K sh · +$129M+$AXON +73.8K sh · +$10.3M+$ISRG +66.4K sh · +$8.13M
Biggest trims (shares)
−$NOW −1.19M sh · −$199M−$NVDA −644K sh · −$136M−$PLTR −536K sh · −$126M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services26.3%—
- Automobile Manufacturers16.6%—
- Broadline Retail11.9%—
- Transaction & Payment Processing Services10.5%—
- Semiconductors8.7%—
- Systems Software7.8%—
- Application Software7.0%—
- Health Care Equipment5.0%—
- Other holdings6.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TSLA | Tesla Inc | 1.16M | $430M | +49.9K | 16.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 1.24M | $356M | — | 13.8% |
| $META | Meta Platforms Inc | 567K | $324M | +271K | 12.6% |
| $AMZN | Amazon.com Inc | 1.48M | $308M | +24.8K | 11.9% |
| $NVDA | NVIDIA Corporation | 1.28M | $224M | -644K | 8.7% |
| $MSFT | Microsoft Corporation | 443K | $164M | -402K | 6.3% |
| $XYZ | Block Inc | 2.51M | $151M | -143K | 5.8% |
| $PLTR | Palantir Technologies Inc | 978K | $143M | -536K | 5.5% |
| $ISRG | Intuitive Surgical Inc | 280K | $129M | +66.4K | 5.0% |
| $AXON | Axon Enterprise Inc | 221K | $93.8M | +73.8K | 3.6% |
…and 5 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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