Hyperion Asset Management Ltd
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| AMAZON COM INC | 1,201,105 | 1,453,258 | +252,153 | 263,726,625 | 335,441,012 | +71,714,387 |
| INTUITIVE SURGICAL INC | 218,646 | 213,483 | -5,163 | 97,785,051 | 120,908,232 | +23,123,181 |
| NVIDIA CORPORATION | 1,824,017 | 1,929,012 | +104,995 | 340,325,092 | 359,760,738 | +19,435,646 |
| BLOCK INC | 2,159,765 | 2,652,520 | +492,755 | 156,086,217 | 172,652,527 | +16,566,310 |
| INTUIT | 184,569 | 215,188 | +30,619 | 126,044,016 | 142,544,835 | +16,500,819 |
| PALANTIR TECHNOLOGIES INC | 1,442,777 | 1,514,434 | +71,657 | 263,191,380 | 269,190,644 | +5,999,264 |
| MICROSOFT CORP | 777,666 | 844,305 | +66,639 | 402,792,105 | 408,322,784 | +5,530,679 |
| META PLATFORMS INC | 263,309 | 295,831 | +32,522 | 193,368,863 | 195,275,085 | +1,906,222 |
| COSTCO WHSL CORP NEW | 70,724 | 74,847 | +4,123 | 65,464,256 | 64,543,562 | -920,694 |
| ARM HOLDINGS PLC | 1,434,591 | 1,836,185 | +401,594 | 202,980,281 | 200,713,382 | -2,266,899 |
| AXON ENTERPRISE INC | 122,616 | 147,151 | +24,535 | 87,994,146 | 83,571,467 | -4,422,679 |
| VISA INC | 282,566 | 261,744 | -20,822 | 96,462,381 | 91,796,238 | -4,666,143 |
| MASTERCARD INCORPORATED | 119,052 | 110,136 | -8,916 | 67,717,968 | 62,874,440 | -4,843,528 |
| WORKDAY INC | 144,395 | 123,624 | -20,771 | 34,760,208 | 26,551,963 | -8,208,245 |
| TESLA INC | 1,159,270 | 1,106,123 | -53,147 | 515,550,554 | 497,445,636 | -18,104,918 |
| SERVICENOW INC | 281,641 | 1,548,970 | +1,267,329 | 259,188,579 | 237,286,714 | -21,901,865 |
| ASML HOLDING N V | 161,592 | 107,557 | -54,035 | 156,435,599 | 115,070,932 | -41,364,667 |
| SPOTIFY TECHNOLOGY S A | 365,378 | 334,868 | -30,510 | 255,033,844 | 194,461,196 | -60,572,648 |