13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001619844
Total reported value
$3.8B
$3.8B
22 檔
35.2%
The Q2 2024 SEC filing reveals that Hyperion Asset Management Ltd held a total portfolio value of $3.8B, covering 22 public equity positions.
During Q2 2024, Hyperion Asset Management Ltd's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 15.10% | -0.01% | +0.64% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.33% | -2.06% | -9.04% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 11.08% | -0.04% | -2.71% | |
| 4 | NOW | Servicenow Inc | Stock-Tech | 10.18% | -0.49% | -0.10% | |
| 5 | XYZ | Block Inc | Stock-Financials | 7.11% | +0.59% | +18.72% | |
| 6 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 6.48% | -2.35% | -5.43% | |
| 7 | ASML | ASML Holding N.V. | Stock-Tech | 5.94% | +0.94% | +7.70% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.26% | -3.25% | +10.96% | |
| 9 | WDAY | Workday Inc-class A | Stock-Tech | 4.85% | — | -3.37% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.84% | -1.12% | +19.53% | |
| 11 | INTU | Intuit Inc | Stock-Tech | 3.61% | -1.24% | EXIT | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.56% | -0.30% | -0.49% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.41% | +0.27% | -17.22% | |
| 14 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.16% | — | -5.85% | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.01% | +0.31% | -7.44% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.95% | +1.72% | -9.88% | |
| 17 | CRM | Salesforce Inc | Stock-Tech | 1.60% | — | -12.04% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.50% | +0.15% | -7.88% | |
| 19 | ROKU | Roku Inc | Stock-Comm Services | 0.94% | — | -0.75% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 0.06% | — | -6.59% | |
| 21 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.04% | +0.18% | -7.81% | |
| 22 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.02% | — | — |
According to official SEC Form 13F filings, Hyperion Asset Management Ltd reported a total U.S. public equity portfolio value of $3.8B across 22 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSLA, AMZN, MSFT) accounted for 35.2% of total reported equity market value during Q2 2024.
During Q2 2024, Hyperion Asset Management Ltd's top holdings by market value included TSLA (15.1%)、AMZN (11.3%)、MSFT (11.1%). The largest single position, TSLA, represented 15.1% of total portfolio value.
In Q2 2024, Hyperion Asset Management Ltd made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.