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TYBOURNE CAPITAL MANAGEMENT (HK) LTD

13-F Portfolio Value: $671.16 M
Last 13-F Filed: Q4 2023
Concentration in top 10: 68.31%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
CPCANADIAN PACIFIC KANSAS CITY (CP US)10.95%929,399$73,478,285-64,800-6.52%$79.0613F
SPGIS&P GLOBAL INC (SPGI US)8.5%129,506$57,049,984-34,379-20.98%$440.5213F
MSFTMICROSOFT CORP (MSFT US)7.94%141,688$53,280,357-71,052-33.4%$376.0413F
VVISA INC-CLASS A SHARES (V US)7.69%198,159$51,590,696-82,800-29.47%$260.3513F
EPAMEPAM SYSTEMS INC (EPAM US)6.25%141,012$41,928,509-11,365-7.46%$297.3413F
IQVIQVIA HOLDINGS INC (IQV US)6.05%175,490$40,604,877-16,918-8.79%$231.3813F
LINLINDE PLC (LIN US)5.93%96,855$39,779,318-42,727-30.61%$410.7113F
TXNTEXAS INSTRUMENTS INC (TXN US)5.26%206,915$35,270,732-47,847-18.78%$170.4613F
AMZNAMAZON.COM INC (AMZN US)5%221,008$33,579,956-182,125-45.18%$151.9413F
BEKEKE HOLDINGS INC-ADR (BEKE US)4.74%1,962,168$31,806,744-591,732-23.17%$16.2113F
BCYCBICYCLE THERAPEUTICS LTD-ADR (BCYC US)4.45%1,650,320$29,837,786368,50028.75%$18.0813F
HTHTH WORLD GROUP LTD-ADR (HTHT US)4.16%835,412$27,936,178-235,581-22%$33.4413F
STNESTONECO LTD-A (STNE US)4.07%1,514,415$27,304,903-397,008-20.77%$18.0313F
ZGZILLOW GROUP INC - A (ZG US)3.75%444,175$25,193,607413,0581327.44%$56.7213F
SLRNACELYRIN INC (SLRN US)3.23%2,906,629$21,683,453676,18730.32%$7.4613F
SESEA LTD-ADR (SE US)2.63%435,335$17,631,068-141,070-24.47%$40.513F
LIANLIANBIO-ADR (LIAN US)2.26%3,398,890$15,193,03995,3172.89%$4.4713F
ZNTLZENTALIS PHARMACEUTICALS INC (ZNTL US)2.17%961,486$14,566,513No Change$15.1513F
TSHATAYSHA GENE THERAPIES INC (TSHA US)0.98%3,700,000$6,549,0002,200,000146.67%$1.7713F
SQBLOCK INC (SQ US)0.45%39,057$3,021,05913,58753.35%$77.3513F
FBRXFORTE BIOSCIENCES INC (FBRX US)0.44%3,624,548$2,978,292No Change$0.8213F
IMXIINTERNATIONAL MONEY EXPRESS (IMXI US)0.4%122,420$2,704,25845,88359.95%$22.0913F
DASHDOORDASH INC - A (DASH US)0.37%25,075$2,479,6672,0418.86%$98.8913F
MELIMERCADOLIBRE INC (MELI US)0.31%1,340$2,105,86415012.61%$1571.5413F
METAMETA PLATFORMS INC-CLASS A (META US)0.3%5,747$2,034,2095,747New$353.9613F
GPNGLOBAL PAYMENTS INC (GPN US)0.24%12,859$1,633,0932,16220.21%$12713F
NVDANVIDIA CORP (NVDA US)0.23%3,095$1,532,706-342-9.95%$495.2213F
STXSEAGATE TECHNOLOGY HOLDINGS (STX US)0.22%17,058$1,456,24213,568388.77%$85.3713F
PCORPROCORE TECHNOLOGIES INC (PCOR US)0.2%19,397$1,342,66110,826126.31%$69.2213F
TSMTAIWAN SEMICONDUCTOR-SP ADR (TSM US)0.18%11,368$1,182,272-5,306-31.82%$10413F
CARGCARGURUS INC (CARG US)0.15%41,721$1,007,98041,721New$24.1613F
MUMICRON TECHNOLOGY INC (MU US)0.15%11,894$1,015,03411,894New$85.3413F
MDBMONGODB INC (MDB US)0.12%1,959$800,938-533-21.39%$408.8513F
OPENOPENDOOR TECHNOLOGIES INC (OPEN US)0.12%183,671$822,84746,69234.09%$4.4813F
PLNTPLANET FITNESS INC - CL A (PLNT US)0.12%10,600$773,80010,600New$7313F
CPNGCOUPANG INC (CPNG US)-73,456Exited13F
CRTOCRITEO SA-SPON ADR (CRTO US)-29,740Exited13F
IBNICICI BANK LTD-SPON ADR (IBN US)-98,800Exited13F
LRCXLAM RESEARCH CORP (LRCX US)-925Exited13F
OKTAOKTA INC (OKTA US)-11,592Exited13F
ONON SEMICONDUCTOR (ON US)-15,478Exited13F
ZTOZTO EXPRESS CAYMAN INC-ADR (ZTO US)-57,700Exited13F