$915 Million is the total value of TYBOURNE CAPITAL MANAGEMENT (HK) LTD's 12 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 53.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $103,735,000 | +17.2% | 260,125 | -8.1% | 11.33% | +7.9% |
| TRIP | Buy | TRIPADVISOR INC | $99,210,000 | +11.8% | 1,197,749 | +2.3% | 10.84% | +2.9% |
| MA | Sell | MASTERCARD INCcl a | $91,207,000 | +5.2% | 109,170 | -15.3% | 9.96% | -3.2% |
| P | Sell | PANDORA MEDIA INC | $91,128,000 | +0.4% | 3,425,869 | -5.2% | 9.96% | -7.6% |
| FOXA | Sell | TWENTY FIRST CENTY FOX INCcl a | $86,965,000 | -4.5% | 2,472,700 | -9.0% | 9.50% | -12.1% |
| CTRP | Buy | CTRIP COM INTL LTD | $85,651,000 | +31.8% | 1,726,131 | +55.0% | 9.36% | +21.3% |
| GOOGL | Buy | GOOGLE INCcl a | $77,329,000 | +65.3% | 69,000 | +29.2% | 8.45% | +52.1% |
| CBS | Sell | CBS CORP NEWcl b | $74,996,000 | -15.1% | 1,176,600 | -26.5% | 8.19% | -21.8% |
| YELP | Buy | YELP INCcl a | $70,742,000 | +40.2% | 1,025,988 | +34.6% | 7.73% | +29.0% |
| ATHM | New | AUTOHOME INCsp adr rp cl a | $53,834,000 | – | 1,471,280 | +100.0% | 5.88% | – |
| TUMI | New | TUMI HLDGS INC | $40,795,000 | – | 1,809,100 | +100.0% | 4.46% | – |
| MANU | New | MANCHESTER UNITED PLC NEWord cl a | $39,825,000 | – | 2,564,400 | +100.0% | 4.35% | – |
| BITA | Exit | BITAUTO HLDGS LTDsponsored ads | $0 | – | -614,647 | -100.0% | -1.18% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHSput | $0 | – | -205,000 | -100.0% | -4.51% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -914,140 | -100.0% | -5.63% | – |
| INTC | Exit | INTEL CORPput | $0 | – | -2,220,000 | -100.0% | -6.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-01-28
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 | 2024-05-15 |
| 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 |
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.