Hyperion Asset Management Ltd has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Managing Director Mark Arnold, lists a total of 20 positions held by the firm. The report indicates that the firm holds 3,658,339,330 shares of common stock across these entities.
The largest holding in the portfolio is Taiwan Semiconductor Manufacturing Company (SPONSORED ADS), for which the firm holds 447,377 shares. Other significant positions include SpaceX Exploration Tech Corp Class A (179,891 shares), Palantir Technologies Inc Class A (647,697 shares), and NVIDIA Corporation (1,265,708 shares). The filing also lists positions in Alphabet Inc Class A (1,000,442 shares), Amazon.com Inc (985,145 shares), and Arm Holdings PLC Sponsored ADS (727,273 shares).
Other disclosed positions include Block Inc Class A (2,193,746 shares), Costco Wholesale Corporation (68,545 shares), Dutch Bros Inc Class A (1,222,532 shares), Intuitive Surgical Inc (327,039 shares), Mastercard Incorporated Class A (102,628 shares), Meta Platforms Inc Class A (475,646 shares), Microsoft Corp (379,115 shares), ServiceNow Inc (234,252 shares), Spotify Technology SA (81,868 shares), Tesla Inc (1,340,736 shares), and Visa Inc Class A (234,149 shares).