Hyperion Capital Advisors LP 13F Holdings

CIK 0001794499 · New York, NY

As of Sep 30, 2025, Hyperion Capital Advisors LP reported 62 positions worth 87.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGEquity78,232 9.1M10.19%
ALPHABET INCGOOGLEquity69,440 6.9M9.03%
ELEVANCE HEALTH INCELVHealthcare51,643 6.7M8.92%
VERTEX INCVERXTechnology540,000 3.4M7.16%
INTERCONTINENTAL EXCHANGE INCICEFinancial Services76,272 2.9M6.87%
UNITEDHEALTH GROUP INCUNHHealthcare36,032 2.4M6.65%
META PLATFORMS INCMETACommunication Services14,087 0.3M5.53%
AMENTUM HOLDINGS INCAMTMIndustrials420,008 0.1M5.38%
NETFLIX INCNFLXCommunication Services7,920$9.5M5.08%
SCHWAB CHARLES CORPSCHWEquity97,880$9.3M5.00%
CREDIT ACCEPTANCE CORPCACCFinancial Services18,480$8.6M4.61%
ICON PLCICLRHealthcare49,264$8.6M4.61%
RYANAIR HOLDINGS PLCRYAAYIndustrials71,375$4.3M2.30%
LIBERTY BROADBAND CORPLBRDKCommunication Services63,301$4.0M2.15%
BROOKFIELD INFRASTRUCTURE PARTNERS LPBIPUtilities96,019$3.2M1.69%
BURFORD CAPITAL LTDBURFinancial Services159,000 .9M1.02%
LIBERTY MEDIA CORPFWONKCommunication Services15,742 .6M0.88%
APPLE INCAAPLTechnology6,248 .6M0.85%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology5,167 .4M0.77%
TJX COMPANIES INCTJXConsumer Cyclical9,665 .4M0.75%
JOINT STOCK CO KASPIKZKSPITechnology14,560 .2M0.64%
U-HAUL HOLDING COUHAL.BIndustrials22,800 .2M0.62%
THOR INDUSTRIES INCTHOConsumer Cyclical10,180 .1M0.56%
COPA HOLDINGS SACPAIndustrials8,400$998.1K0.53%
SPDR GOLD TRUSTGQ9—2,738$973.3K0.52%