$2.25 Billion is the total value of TYBOURNE CAPITAL MANAGEMENT (HK) LTD's 9 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CRM | Buy | SALESFORCE COM INC | $319,616,000 | +11.4% | 2,333,471 | +29.4% | 14.21% | +15.7% |
| TEAM | Buy | ATLASSIAN CORP PLCcl a | $313,406,000 | +1.6% | 3,522,212 | +9.8% | 13.93% | +5.5% |
| AMZN | Buy | AMAZON COM INC | $266,379,000 | +119.7% | 177,353 | +193.0% | 11.84% | +128.1% |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $248,125,000 | +9.8% | 5,041,139 | +30.0% | 11.03% | +14.0% |
| CTRP | Buy | CTRIP COM INTL LTD | $235,348,000 | -14.5% | 8,697,258 | +17.5% | 10.46% | -11.2% |
| SNAP | Buy | SNAP INCcl a | $219,183,000 | -17.4% | 39,779,100 | +27.2% | 9.74% | -14.2% |
| TAL | Sell | TAL ED GROUPsponsored ads | $218,230,000 | -22.3% | 8,179,524 | -25.1% | 9.70% | -19.3% |
| ALGN | New | ALIGN TECHNOLOGY INC | $215,833,000 | – | 1,030,572 | +100.0% | 9.59% | – |
| NFLX | Buy | NETFLIX INC | $213,531,000 | -11.1% | 797,769 | +24.3% | 9.49% | -7.7% |
| TMUS | Exit | T MOBILE US INC | $0 | – | -4,725,000 | -100.0% | -14.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
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.