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Hyperion Asset Management Limited
Mark Arnold · Asset Manager · Growth
Hyperion Asset Management Limited is an Australian boutique investment firm founded in 1996 and headquartered in Brisbane. The firm specializes in high-conviction growth equities, managing concentrated portfolios of Australian and global companies for institutional and private investors. Hyperion is known for its proprietary 'bottom-up' fundamental research process and its long-term investment horizon, typically holding stocks for over ten years. As an award-winning manager, it focuses on identifying high-quality businesses with sustainable competitive advantages and superior economics. The executive team maintains a majority ownership stake in the business, aligning their interests with those of their clients through a research-driven, alpha-seeking approach.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -3.3% |
| YTD return | +1.2% |
| Sharpe ratio | -2.79 |
| Win rate | 45% |
| AUM | $3.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.hyperion.com.au |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 13.2% | -9.8% |
| TSLA | Tesla Inc | 13.0% | -20.6% |
| AMZN | Amazon.com Inc | 8.4% | +10.3% |
| META | Meta Platforms Inc. | 8.3% | +1.8% |
| NVDA | NVIDIA Corporation | 7.2% | +14.2% |
| ASML | ASML Holding NV ADR | 6.7% | +60.0% |
| XYZ | Block, Inc | 5.9% | +4.4% |
| MSFT | Microsoft Corporation | 5.7% | -2.3% |
| ISRG | Intuitive Surgical Inc | 4.1% | -6.6% |
| SPCX | SPAC and New Issue ETF | 4.0% | +21.7% |
| PLTR | Palantir Technologies Inc. | 4.0% | -2.8% |
| ARM | Arm Holdings plc American Depositary Shares | 3.9% | +34.1% |
| AXON | Axon Enterprise Inc. | 3.0% | -15.6% |
| TSM | Taiwan Semiconductor Manufacturing | 2.9% | +4.9% |
| V | Visa Inc. Class A | 2.5% | +6.2% |
| MA | Mastercard Inc | 2.1% | +0.2% |
| COST | Costco Wholesale Corp | 1.8% | -2.6% |
| SPOT | Spotify Technology SA | 1.4% | -21.9% |
| BROS | Dutch Bros Inc | 1.1% | -39.5% |
| NOW | ServiceNow Inc | 0.8% | -23.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 20, 2026 | BUY | MSFT | 4.9% → 5.7% |
| Jul 20, 2026 | BUY | TSM | 0.0% → 2.9% |
| Jul 20, 2026 | SELL | ARM | 12.9% → 3.9% |
| Jul 20, 2026 | SELL | INTU | 0.7% → 0.0% |
| Jul 20, 2026 | BUY | PLTR | 3.5% → 4.0% |
Investment Style Analysis
Hyperion Asset Management Limited is widely recognized for employing a Growth strategy. As of Sep 16, 2026, the firm oversees approximately $3.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 20, Hyperion Asset Management Limited made a significant move by increasing exposure to MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Hyperion follows a long-term business owner mindset, focusing on high-conviction portfolios of typically 15 to 30 stocks. Their strategy emphasizes fundamental 'bottom-up' research to identify high-quality companies with sustainable competitive advantages, innovative cultures, and large addressable markets. They define risk as the permanent loss of capital rather than short-term price volatility and aim to achieve superior absolute returns over rolling five-year periods by investing in businesses with structural growth opportunities and superior economics.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Hyperion Asset Management Limited.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Hyperion Asset Management Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Hyperion Asset Management Limited's largest holding?
As of the latest filing, Hyperion Asset Management Limited's top position is Alphabet Inc Class A (GOOGL), representing 13.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Hyperion Asset Management Limited's historical performance and risk profile?
Our simulation indicates a total return of -3.3% with a win rate of 45%. Notably, the portfolio maintains a Sharpe Ratio of -2.79, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Hyperion Asset Management Limited primarily invest in?
Hyperion Asset Management Limited has a strong preference for the Internet Content & Information sector, which makes up 22.9% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Hyperion Asset Management Limited's portfolio concentrated or diversified?
Hyperion Asset Management Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 34.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Hyperion Asset Management Limited performed in 2026?
Our AI-simulated model portfolio for Hyperion Asset Management Limited tracks a Year-to-Date (YTD) return of +1.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Mark Arnold manage Hyperion Asset Management Limited directly?
Yes, Mark Arnold serves as the key portfolio manager for Hyperion Asset Management Limited, overseeing the investment strategy and final capital allocation decisions.