$671 Million is the total value of TYBOURNE CAPITAL MANAGEMENT (HK) LTD's 13 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTC | New | INTEL CORPput | $136,900,000 | – | 5,650,000 | +100.0% | 20.39% | – |
| TLT | New | ISHARES TRput | $68,804,000 | – | 623,000 | +100.0% | 10.25% | – |
| GOOGL | New | GOOGLE INCcl a | $66,546,000 | – | 75,589 | +100.0% | 9.91% | – |
| MA | New | MASTERCARD INCcl a | $65,648,000 | – | 114,270 | +100.0% | 9.78% | – |
| YELP | New | YELP INCcl a | $61,907,000 | – | 1,780,483 | +100.0% | 9.22% | – |
| AMZN | New | AMAZON COM INC | $56,321,000 | – | 202,818 | +100.0% | 8.39% | – |
| TRIP | New | TRIPADVISOR INC | $51,065,000 | – | 838,926 | +100.0% | 7.61% | – |
| V | New | VISA INC | $41,302,000 | – | 226,000 | +100.0% | 6.15% | – |
| CRM | New | SALESFORCE COM INC | $39,869,000 | – | 1,044,240 | +100.0% | 5.94% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHSput | $39,178,000 | – | 205,000 | +100.0% | 5.84% | – |
| MJN | New | MEAD JOHNSON NUTRITION CO | $29,382,000 | – | 370,850 | +100.0% | 4.38% | – |
| CTRP | New | CTRIP COM INTL LTD | $14,090,000 | – | 431,800 | +100.0% | 2.10% | – |
| BITA | New | BITAUTO HLDGS LTDsponsored ads | $393,000 | – | 35,852 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON.COM INC (AMZN US) | 42 | Q3 2023 | 22.4% |
| SALESFORCE COM INC | 19 | Q1 2020 | 28.5% |
| MERCADOLIBRE INC (MELI US) | 18 | Q3 2023 | 15.1% |
| BICYCLE THERAPEUTICS PLC | 18 | Q3 2023 | 3.7% |
| NETFLIX INC | 17 | Q2 2020 | 20.6% |
| ATLASSIAN CORP PLC-CLASS A (TEAM US) | 17 | Q2 2022 | 13.9% |
| VISA INC-CLASS A SHARES (V US) | 16 | Q3 2023 | 9.1% |
| TWILIO INC - A (TWLO US) | 15 | Q1 2023 | 14.2% |
| SQUARE INC - A (SQ US) | 15 | Q3 2023 | 6.3% |
| YELP INC | 14 | Q3 2016 | 17.8% |
View TYBOURNE CAPITAL MANAGEMENT (HK) LTD's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Zentalis Pharmaceuticals, Inc. | February 14, 2023 | 2,231,427 | 3.9% |
| EXICURE, INC. | May 11, 2022 | 5,856,310 | 4.8% |
| BICYCLE THERAPEUTICS plc | March 14, 2022 | 1,408,259 | 4.8% |
| TPG Pace Beneficial Finance Corp.Sold out | January 03, 2022 | 0 | 0.0% |
| Farfetch Ltd | February 16, 2021 | 5,354,942 | 1.8% |
| BOSTON BEER CO INCSold out | February 14, 2018 | 0 | 0.0% |
| Workday, Inc.Sold out | February 14, 2018 | 0 | 0.0% |
| DUNKIN' BRANDS GROUP, INC.Sold out | February 14, 2017 | 0 | 0.0% |
| On Deck Capital, Inc.Sold out | February 14, 2017 | 0 | 0.0% |
| YELP INCSold out | February 14, 2017 | 0 | 0.0% |
View TYBOURNE CAPITAL MANAGEMENT (HK) LTD's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| SC 13G | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| SC 13D/A | 2022-05-11 |
View TYBOURNE CAPITAL MANAGEMENT (HK) LTD's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.