Hyperion Asset Management discloses updated portfolio positions in 13F filing: Increased SQ AMZN SPOT positions
Highlights from Q3 2024 filing as compared to Q2 2024 (all amounts are approximate):
- Increased positions in: SQ (to 2.81 mln shares from 2.67 mln), AMZN (to 1.49 mln from 1.42 mln), ABNB (to 347K from 345K), SPOT (to 542K from 500K), ASML (to 182K from 141K), INTU (to 149K from 133K), V (224K from 222K)
- Maintained positions in: PLTR (3.67 mln shares), ROKU (0.38 mln)
- Decreased positions in: TSLA (to 1.55 mln shares from 1.85 mln shares), MSFT (to 567K from 601K), GOOGL (257K from 259K), WDAY (to 505K from 526K), CRM (to 132K from 151K), NOW (to 302K from 314K), COST (to 69K from 73K), META (250K from 253K)