Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hyperion Capital Advisors LP (CIK 1794499) reported $207.7M across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($18.7M, 8.99%), ICLR ($15.8M, 7.59%), GOOG ($15.1M, 7.26%), ELV ($14.9M, 7.15%), GMED ($12.1M, 5.84%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $18.7M | 8.99% | 64,909 | Added |
| 2 | ICLR | ICON PLC | $15.8M | 7.59% | 142,455 | Added |
| 3 | GOOG | ALPHABET INC | $15.1M | 7.26% | 52,542 | Trimmed |
| 4 | ELV | ELEVANCE HEALTH INC FORMERLY | $14.9M | 7.15% | 50,757 | Trimmed |
| 5 | GMED | GLOBUS MED INC | $12.1M | 5.84% | 140,849 | Trimmed |
| 6 | ICE | INTERCONTINENTAL EXCHANGE IN | $10.2M | 4.92% | 65,015 | Trimmed |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9.3M | 4.48% | 27,515 | Added |
| 8 | UNH | UNITEDHEALTH GROUP INC | $9.2M | 4.44% | 34,049 | Trimmed |
| 9 | FWONK | LIBERTY MEDIA CORP DEL | $8.8M | 4.23% | 103,343 | Added |
| 10 | SUNBELT RENTALS HOLDINGS INC | $8.1M | 3.92% | 125,152 | New | |
| 11 | ROP | ROPER TECHNOLOGIES INC | $8.0M | 3.83% | 22,500 | New |
| 12 | AMTM | AMENTUM HOLDINGS INC | $7.9M | 3.81% | 303,576 | Trimmed |
| 13 | ZTS | ZOETIS INC | $7.9M | 3.80% | 66,787 | New |
| 14 | AON | AON PLC | $7.4M | 3.57% | 23,001 | New |
| 15 | NFLX | NETFLIX INC. | $7.3M | 3.49% | 75,449 | Trimmed |
| 16 | CACC | CREDIT ACCEP CORP MICH | $6.0M | 2.87% | 14,056 | Trimmed |
| 17 | VERX | VERTEX INC | $5.7M | 2.75% | 480,000 | Trimmed |
| 18 | KSPI | KASPI KZ JSC | $4.1M | 1.99% | 55,810 | Hold |
| 19 | RYAAY | RYANAIR HOLDINGS PLC | $4.1M | 1.99% | 71,375 | Hold |
| 20 | BIP | BROOKFIELD INFRASTRUCTURE PA | $3.5M | 1.67% | 96,019 | Hold |
| 21 | AAPL | APPLE INC | $1.6M | 0.79% | 6,458 | Added |
| 22 | TJX | TJX COS INC NEW | $1.5M | 0.74% | 9,665 | Hold |
| 23 | UHAL/B | U HAUL HOLDING COMPANY | $1.3M | 0.64% | 29,573 | Added |
| 24 | CPA | COPA HOLDINGS SA | $954,324 | 0.46% | 8,400 | Hold |
| 25 | BUR | BURFORD CAPITAL LIMITED | $917,560 | 0.44% | 203,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31