$2.57 Billion is the total value of TYBOURNE CAPITAL MANAGEMENT (HK) LTD's 11 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 44.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNAP | Sell | SNAP INCcl a | $350,423,000 | +59.9% | 31,798,812 | -20.1% | 13.64% | +39.9% |
| CRM | Sell | SALESFORCE COM INC | $331,575,000 | +3.7% | 2,093,671 | -10.3% | 12.90% | -9.2% |
| AMZN | AMAZON COM INC | $315,821,000 | +18.6% | 177,353 | 0.0% | 12.29% | +3.8% | |
| CTRP | Sell | CTRIP COM INTL LTD | $277,806,000 | +18.0% | 6,358,583 | -26.9% | 10.81% | +3.3% |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $266,227,000 | -15.1% | 2,368,781 | -32.7% | 10.36% | -25.6% |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $253,271,000 | +2.1% | 4,640,359 | -8.0% | 9.86% | -10.6% |
| TAL | Sell | TAL EDUCATION GROUPsponsored ads | $244,491,000 | +12.0% | 6,776,360 | -17.2% | 9.51% | -1.9% |
| TWLO | New | TWILIO INCcl a | $202,924,000 | – | 1,570,863 | +100.0% | 7.90% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $192,452,000 | – | 4,226,933 | +100.0% | 7.49% | – |
| NFLX | Sell | NETFLIX INC | $129,661,000 | -39.3% | 363,644 | -54.4% | 5.04% | -46.8% |
| FTCH | New | FARFETCH LTDord sh cl a | $5,382,000 | – | 200,000 | +100.0% | 0.21% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -1,030,572 | -100.0% | -9.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
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.