TYBOURNE CAPITAL MANAGEMENT (HK) LTD

13-F Portfolio Value: $671.16 M
Last 13-F Filed: Q4 2023
Concentration in top 10: 68.31%
Filter by:
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
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
SESEA LTD-ADR (SE US)2.63%435,335$17,631,068-141,070-24.47%$40.513F
NVDANVIDIA CORP (NVDA US)0.23%3,095$1,532,706-342-9.95%$495.2213F
TSMTAIWAN SEMICONDUCTOR-SP ADR (TSM US)0.18%11,368$1,182,272-5,306-31.82%$10413F
MDBMONGODB INC (MDB US)0.12%1,959$800,938-533-21.39%$408.8513F