TYBOURNE CAPITAL MANAGEMENT (HK) LTD

TYBOURNE CAPITAL MANAGEMENT (HK) LTD

13F
TYBOURNE CAPITAL MANAGEMENT (HK) LTD
Last update 2024-08-14 36 Stocks (5 new)
Value $492.00 Mil Turnover 14 %
Countries:
Portfolio Report
TYBOURNE CAPITAL MANAGEMENT (H... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TXN
Texas Instruments Inc
297,949
57960.020
-16.70%
11.790
-1.78%
0.030
+12.47%
+22.16%
184687.376
Semiconductors
CP
Canadian Pacific Kansas City Ltd
657,999
51804.260
-19.03%
10.540
-2.33%
0.070
+3.11%
+0.85%
73689.539
Transportation
ZG
Zillow Group Inc
899,238
40501.690
+15.00%
8.240
+1.07%
0.390
+45.66%
+6.86%
14523.754
Interactive Media
EPAM
EPAM Systems Inc
212,612
39994.440
+78.05%
8.130
+3.56%
0.370
-4.96%
-35.35%
10944.117
Software
IQV
IQVIA Holdings Inc
152,890
32327.060
-19.14%
6.570
-1.57%
0.080
-8.89%
-8.00%
38635.905
Medical Diagnostics & Research
AMZN
Amazon.com Inc
160,232
30964.830
-16.88%
6.300
-1.00%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical
SPGI
S&P Global Inc
69,306
30910.480
-4.28%
6.290
-0.23%
0.020
+3.94%
+11.84%
151957.013
Capital Markets
MELI
MercadoLibre Inc
18,646
30642.840
+1,881.51%
6.230
+5.92%
0.040
+17.68%
+32.99%
105958.152
Retail - Cyclical
BCYC
Bicycle Therapeutics PLC
1,509,713
30556.590
-2.29%
6.210
-0.15%
2.190
+3.52%
+30.03%
1623.272
Biotechnology
SE
Sea Ltd
416,635
29756.070
-18.74%
6.050
-0.88%
0.070
+59.73%
+136.40%
54987.312
Retail - Cyclical

TYBOURNE CAPITAL MANAGEMENT (HK) LTD's Historical Top Holdings Breakdowns

TYBOURNE CAPITAL MANAGEMENT (HK) LTD's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MELI
MercadoLibre Inc2024-06-30Add
+5.92%
1356.43 ($1578.7) 1787.73
$2,090.01
32.39%
Add 1881.51%
18,646
17,705
V
Visa Inc2024-06-30Sold Out
-5.49%
262.47 ($274.09) 281.5
$293.29
7.00%
Sold Out
0
-114,959
STNE
StoneCo Ltd2024-06-30Sold Out
-3.76%
11.72 ($14.75) 17.68
$11.03
-25.22%
Sold Out
0
-1,323,515
EPAM
EPAM Systems Inc2024-06-30Add
+3.56%
170.25 ($213.23) 274.17
$192.22
-9.85%
Add 78.05%
212,612
93,200
LIN
Linde PLC2024-06-30Reduce
-2.80%
419.62 ($440) 464.7
$454.89
3.38%
Reduce -35.75%
63,455
-35,300
CP
Canadian Pacific Kansas City Ltd2024-06-30Reduce
-2.33%
76.19 ($81.38) 89.24
$79.33
-2.52%
Reduce -19.03%
657,999
-154,600
TXN
Texas Instruments Inc2024-06-30Reduce
-1.78%
159.68 ($184.76) 202.54
$202.46
9.58%
Reduce -16.7%
297,949
-59,743
IQV
IQVIA Holdings Inc2024-06-30Reduce
-1.57%
211.18 ($227.18) 248.87
$212.87
-6.30%
Reduce -19.14%
152,890
-36,200
ZG
Zillow Group Inc2024-06-30Add
+1.07%
38.66 ($43.15) 47.57
$60.61
40.46%
Add 15%
899,238
117,276
AMZN
Amazon.com Inc2024-06-30Reduce
-1.00%
173.67 ($183.7) 197.85
$199.50
8.60%
Reduce -16.88%
160,232
-32,543

TYBOURNE CAPITAL MANAGEMENT (HK) LTD Total Holding History ($B)

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TYBOURNE CAPITAL MANAGEMENT (HK) LTD's Asset Allocation

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TYBOURNE CAPITAL MANAGEMENT (HK) LTD Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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TYBOURNE CAPITAL MANAGEMENT (HK) LTD's Hypothetical Growth since 2024-06-30

TYBOURNE CAPITAL MANAGEMENT (HK) LTD's Yearly Returns

Year Portfolio % % Excess Gain %

TYBOURNE CAPITAL MANAGEMENT (HK) LTD's Holdings Heat Map

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TYBOURNE CAPITAL MANAGEMENT (HK) LTD's Holdings Bubble Chart

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