Hyperion Capital Advisors LP

CIK

1794499

Location

New York, NY

Portfolio Value

Small $180,854,002

Diversification

Diversified

Filing Date

Global Rank

#4,094 / 8,232 ▲ 329

Top Industry

Healthcare Plans 13.4%

3Y Alpha vs SPY

-3.0%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.6%

SPY

+76.3%

Annualised alpha

-3.0%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.3%

−0.1 pts

Top 5

39.6%

−3.9 pts

Top 10

63.1%

−11.1 pts

HHI

530

Diversified−96

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	33.7%	$60,893,065	7
Technology	16.9%	$30,650,659	11
Financial Services	16.0%	$28,886,866	14
Communication Services	14.7%	$26,505,049	3
Industrials	12.7%	$22,999,036	10
Consumer Cyclical	2.0%	$3,639,835	6
Utilities	1.9%	$3,468,206	1
Energy	0.9%	$1,695,952	5
Unclassified	0.6%	$1,084,335	2
Basic Materials	0.4%	$806,740	2
Real Estate	0.1%	$224,259	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
ICLR	Icon PLC	+76,434	142,455	$15,764,070
BUR	Burford Capital Ltd	+44,000	203,000	$917,560
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+20,002	27,515	$9,298,694
GOOGL	Alphabet Inc.	+8,349	64,909	$18,665,232
EQH	Equitable Holdings, Inc.	+2,550	8,611	$319,554
BRO	Brown & Brown, Inc.	+1,400	8,900	$580,369
AAPL	Apple Inc.	+210	6,458	$1,638,975
MSFT	Microsoft Corp	+144	1,271	$470,486
WAT	Waters Corp /De/	+19	1,653	$492,263
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
AMTM	Amentum Holdings, Inc.	−188,296	303,576	$7,917,262
VERX	Vertex, Inc.	−170,000	480,000	$5,707,200
SCHW	Schwab Charles Corp	−89,113	8,767	$823,922
ICE	Intercontinental Exchange, Inc.	−11,257	65,015	$10,225,559
GMED	Globus Medical Inc	−6,008	140,849	$12,135,549
NFLX	Netflix Inc	−3,101	75,449	$7,254,421
BAC	Bank Of America Corp /De/	−2,500	6,400	$312,000
UNH	Unitedhealth Group Inc	−2,284	34,049	$9,213,318
CACC	Credit Acceptance Corp	−2,158	14,056	$5,952,153
ELV	Elevance Health, Inc.	−886	50,757	$14,859,111
GLD	Spdr Gold Trust	−750	1,988	$855,416
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
SUNB	Sunbelt Rentals Holdings, Inc.	125,152	$8,146,143
ROP	Roper Technologies Inc	22,500	$7,961,850
ZTS	Zoetis Inc.	66,787	$7,894,891
AON	Aon plc	23,001	$7,424,262
RBLX	Roblox Corp	10,350	$585,396
EXP	Eagle Materials Inc	2,000	$378,900
OMF	OneMain Holdings, Inc.	4,000	$213,960
NRP	Natural Resource Partners LP	1,700	$205,700
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
XP	XP Inc.	61,067	$999,666
HDB	Hdfc Bank Ltd	14,840	$542,253
DE	Deere & Co	900	$419,013
COF	Capital One Financial Corp	1,071	$259,567
LEN	Lennar Corp /New/	2,203	$226,468
JPM	Jpmorgan Chase & Co	624	$201,065
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

62 positions · $180,854,002 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 62 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	64,909	+8,349	$18,665,232	+5.4%	10.32%
ICLR	Icon PLC Healthcare	Added	142,455	+76,434	$15,764,070	+31.0%	8.72%
ELV	Elevance Health, Inc. Healthcare	Reduced	50,757	-886	$14,859,111	−17.9%	8.22%
GMED	Globus Medical Inc Healthcare	Reduced	140,849	-6,008	$12,135,549	−5.4%	6.71%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	65,015	-11,257	$10,225,559	−17.2%	5.65%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	27,515	+20,002	$9,298,694	+307.3%	5.14%
UNH	Unitedhealth Group Inc Healthcare	Reduced	34,049	-2,284	$9,213,318	−23.2%	5.09%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	125,152	NEW	$8,146,143	NEW	4.50%
ROP	Roper Technologies Inc Technology	NEW	22,500	NEW	$7,961,850	NEW	4.40%
AMTM	Amentum Holdings, Inc. Industrials	Reduced	303,576	-188,296	$7,917,262	−44.5%	4.38%
ZTS	Zoetis Inc. Healthcare	NEW	66,787	NEW	$7,894,891	NEW	4.37%
AON	Aon plc Financial Services	NEW	23,001	NEW	$7,424,262	NEW	4.11%
NFLX	Netflix Inc Communication Services	Reduced	75,449	-3,101	$7,254,421	−1.5%	4.01%
CACC	Credit Acceptance Corp Financial Services	Reduced	14,056	-2,158	$5,952,153	−17.2%	3.29%
VERX	Vertex, Inc. Technology	Reduced	480,000	-170,000	$5,707,200	−56.0%	3.16%
KSPI	Joint Stock Co Kaspi.kz Technology	Held	55,810	0	$4,133,846	−5.2%	2.29%
RYAAY	Ryanair Holdings PLC Industrials	Held	71,375	0	$4,125,475	−19.9%	2.28%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Held	96,019	0	$3,468,206	+4.0%	1.92%
AAPL	Apple Inc. Technology	Added	6,458	+210	$1,638,975	−3.5%	0.91%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Held	9,665	0	$1,543,500	+4.0%	0.85%
CPA	Copa Holdings, S.A. Industrials	Held	8,400	0	$954,324	−5.8%	0.53%
BUR	Burford Capital Ltd Financial Services	Added	203,000	+44,000	$917,560	−35.3%	0.51%
GLD	Spdr Gold Trust	Reduced	1,988	-750	$855,416	−21.2%	0.47%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,754	0	$840,516	−4.7%	0.46%
SCHW	Schwab Charles Corp Financial Services	Reduced	8,767	-89,113	$823,922	−91.6%	0.46%
THO	Thor Industries Inc Consumer Cyclical	Held	10,180	0	$813,280	−22.2%	0.45%
AMZN	Amazon Com Inc Consumer Cyclical	Held	3,300	0	$687,291	−9.8%	0.38%
RBLX	Roblox Corp Communication Services	NEW	10,350	NEW	$585,396	NEW	0.32%
BRO	Brown & Brown, Inc. Financial Services	Added	8,900	+1,400	$580,369	−2.9%	0.32%
WST	West Pharmaceutical Services Inc Healthcare	Held	2,130	0	$533,863	−8.9%	0.30%
EPD	Enterprise Products Partners L.P. Energy	Held	13,300	0	$503,272	+18.0%	0.28%
WAT	Waters Corp /De/ Healthcare	Added	1,653	+19	$492,263	−20.7%	0.27%
MSFT	Microsoft Corp Technology	Added	1,271	+144	$470,486	−13.7%	0.26%
DAL	Delta Air Lines, Inc. Industrials	Held	6,750	0	$448,740	−4.2%	0.25%
AVT	Avnet Inc Technology	Held	7,200	0	$443,664	+28.2%	0.25%
LIN	Linde PLC Basic Materials	Held	863	0	$427,840	+16.3%	0.24%
BSM	Black Stone Minerals, L.P. Energy	Held	27,222	0	$411,596	+13.8%	0.23%
ING	Ing Groep NV Financial Services	Held	15,791	0	$411,355	−7.0%	0.23%
TDY	Teledyne Technologies Inc Technology	Held	650	0	$393,256	+18.5%	0.22%
EXP	Eagle Materials Inc Basic Materials	NEW	2,000	NEW	$378,900	NEW	0.21%
MSA	MSA Safety Inc Industrials	Held	2,000	0	$327,900	+2.4%	0.18%
CB	Chubb Ltd Financial Services	Held	995	0	$324,300	+4.4%	0.18%
EQH	Equitable Holdings, Inc. Financial Services	Added	8,611	+2,550	$319,554	+10.6%	0.18%
AER	AerCap Holdings N.V. Industrials	Held	2,300	0	$315,514	−4.6%	0.17%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	6,400	-2,500	$312,000	−36.3%	0.17%
SGU	Star Group, L.P. Energy	Held	25,400	0	$311,912	+3.7%	0.17%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,300	0	$307,164	−2.0%	0.17%
ACN	Accenture plc Technology	Held	1,500	0	$297,435	−26.1%	0.16%
AXP	American Express Co Financial Services	Held	930	0	$281,306	−18.2%	0.16%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Held	1,200	0	$279,912	+4.8%	0.15%