Hyperion Asset Management Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 0 | 1,238,189 | +1,238,189 | 0 | 356,053,628 | 11.35% | +356,053,628 |
| META PLATFORMS INC(META) | 295,831 | 566,975 | +271,144 | 195,275,085 | 324,383,406 | 10.34% | +129,108,321 |
| ASML HLDG NV | 107,557 | 149,613 | +42,056 | 115,070,932 | 197,613,337 | 6.30% | +82,542,405 |
| ARM HOLDINGS PLC | 1,836,185 | 1,598,537 | -237,648 | 200,713,382 | 241,826,678 | 7.71% | +41,113,296 |
| AXON ENTERPRISE INC(AXON) | 147,151 | 220,956 | +73,805 | 83,571,467 | 93,837,802 | 2.99% | +10,266,335 |
| INTUITIVE SURGICAL INC | 213,483 | 279,907 | +66,424 | 120,908,232 | 129,034,328 | 4.11% | +8,126,096 |
| COSTCO WHOLESALE CORPORATION(COST) | 74,847 | 63,106 | -11,741 | 64,543,562 | 62,880,712 | 2.00% | -1,662,850 |
| MASTERCARD INCORPORATED(MA) | 110,136 | 111,915 | +1,779 | 62,874,440 | 55,919,450 | 1.78% | -6,954,990 |
| BLOCK INC(XYZ) | 2,652,520 | 2,510,006 | -142,514 | 172,652,527 | 151,052,161 | 4.81% | -21,600,366 |
| WORKDAY INC(WDAY) | 123,624 | 0 | -123,624 | 26,551,963 | 0 | — | -26,551,963 |
| VISA INC(V) | 261,744 | 214,649 | -47,095 | 91,796,238 | 64,875,514 | 2.07% | -26,920,724 |
| AMAZON COM INC(AMZN) | 1,453,258 | 1,478,015 | +24,757 | 335,441,012 | 307,826,185 | 9.81% | -27,614,827 |
| TESLA INC(TSLA) | 1,106,123 | 1,156,020 | +49,897 | 497,445,636 | 429,750,437 | 13.70% | -67,695,199 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 334,868 | 236,657 | -98,211 | 194,461,196 | 114,757,344 | 3.66% | -79,703,852 |
| INTUIT(INTU) | 215,188 | 90,106 | -125,082 | 142,544,835 | 38,960,035 | 1.24% | -103,584,800 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 1,514,434 | 977,953 | -536,481 | 269,190,644 | 143,054,965 | 4.56% | -126,135,679 |
| NVIDIA CORPORATION(NVDA) | 1,929,012 | 1,284,712 | -644,300 | 359,760,738 | 224,053,772 | 7.14% | -135,706,966 |
| SERVICENOW INC(NOW) | 1,548,970 | 363,066 | -1,185,904 | 237,286,714 | 37,958,550 | 1.21% | -199,328,164 |
| MICROSOFT CORP(MSFT) | 844,305 | 442,511 | -401,794 | 408,322,784 | 163,804,297 | 5.22% | -244,518,487 |