Hyperion Asset Management discloses updated portfolio positions in 13F filing: Boosted TSLA NOW holdings
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- Increased positions: TSLA (to 1.4 mln shares from 1.2 mln shares), NOW (to 313K from 284K), ASML (to 302K from 298K), V (to 242K from 239K), CRM (to 137K from 134K), MA (to 102K from 101K)
- Maintained positions: MSFT (597K), GOOGL (186K)
- Decreased positions: PLTR (to 2 mln shares from 2.3 mln shares), XYZ (to 2.84 mln from 3.13 mln), AMZN (to 1.18 mln from 1.38 mln), ABNB (to 211K from 330K), SPOT (to 360K from 472K), ROKU (to 342K from 375K), META (to 256K from 284K), WDAY (to 570K from 596K), COST (to 49K from 52K), CRM (to 137K from 134K)