Hyperion Asset Management Ltd
Royal Exchange C3 · SEC CIK 0001619844
$37.74亿2026Q2 申报市值
20持仓数
76.5%前十大占比 · 第一大 13.7%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$2.01亿
TSM 新建仓+$1.26亿
ISRG 加仓+$5,544.53万
GOOGL 加仓+$5,080.48万
BROS 新建仓+$4,294.55万
2026Q2 卖出最多 按季末市值估算
ARM 减仓-$3.78亿
AMZN 减仓-$5,969.70万
SPOT 减仓-$5,919.65万
META 减仓-$5,186.89万
INTU 清仓-$3,896.00万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT | $0 | 0.00% | 0 | -90,106 | -100.0% | -$3,896.00万 | 清仓 |
| NOW | SERVICENOW INC | $2,729.66万 | 0.72% | 274,946 | -88,120 | -24.3% | -$874.86万 | 减仓 |
| BROS | DUTCH BROS INC | $4,294.55万 | 1.14% | 598,044 | 598,044 | — | $4,294.55万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $4,945.98万 | 1.31% | 107,725 | -128,932 | -54.5% | -$5,919.65万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,432.48万 | 1.70% | 68,762 | 5,656 | 9.0% | $529.10万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $7,298.10万 | 1.93% | 142,097 | 30,182 | 27.0% | $1,550.15万 | 加仓 |
| V | VISA INC | $8,828.01万 | 2.34% | 257,309 | 42,660 | 19.9% | $1,463.62万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1.20亿 | 3.17% | 213,509 | -7,447 | -3.4% | -$417.49万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.26亿 | 3.34% | 264,296 | 264,296 | — | $1.26亿 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.30亿 | 3.44% | 1,111,480 | 133,527 | 13.7% | $1,557.86万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1.67亿 | 4.42% | 419,329 | 139,422 | 49.8% | $5,544.53万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1.88亿 | 4.99% | 531,331 | -1,067,206 | -66.8% | -$3.78亿 | 减仓 |
| MSFT | MICROSOFT CORP | $1.96亿 | 5.18% | 524,265 | 81,754 | 18.5% | $3,049.59万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $2.01亿 | 5.33% | 1,177,203 | 1,177,203 | — | $2.01亿 | 新建仓 |
| XYZ | BLOCK INC | $2.04亿 | 5.40% | 2,682,854 | 172,848 | 6.9% | $1,313.64万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.54亿 | 6.73% | 1,270,234 | -14,478 | -1.1% | -$289.69万 | 减仓 |
| META | META PLATFORMS INC | $2.68亿 | 7.09% | 474,893 | -92,082 | -16.2% | -$5,186.89万 | 减仓 |
| ASML | ASML HLDG NV | $2.73亿 | 7.24% | 137,309 | -12,304 | -8.2% | -$2,447.81万 | 减仓 |
| AMZN | AMAZON COM INC | $2.93亿 | 7.75% | 1,227,545 | -250,470 | -16.9% | -$5,969.70万 | 减仓 |
| GOOGL | ALPHABET INC | $4.93亿 | 13.07% | 1,380,352 | 142,163 | 11.5% | $5,080.48万 | 加仓 |
| TSLA | TESLA INC | $5.17亿 | 13.69% | 1,228,138 | 72,118 | 6.2% | $3,033.28万 | 加仓 |