Hyperion Capital Advisors LP: 13F holdings
CIK 17944992026Q2
| Positions | 67 |
|---|
| Reported value | $221.7m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 67 (-1 vs prior quarter) |
|---|
| Reported value | $221.7m (+6.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ICON PUB LTD CO | 224,665 | $39.0m | 17.6% |
| FWONK LIBERTY MEDIA CORP DEL | 186,680 | $17.8m | 8.0% |
| ELV ELEVANCE HEALTH INC FORMERLY | 42,924 | $16.6m | 7.5% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 207,305 | $15.5m | 7.0% |
| GOOGL ALPHABET INC | 42,224 | $15.1m | 6.8% |
| GOOG ALPHABET INC | 38,128 | $13.5m | 6.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 27,515 | $13.1m | 5.9% |
| AON PLC | 30,001 | $10.0m | 4.5% |
| ROP ROPER TECHNOLOGIES INC | 22,500 | $7.6m | 3.4% |
| UNH UNITEDHEALTH GROUP INC | 17,416 | $7.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1794499")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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