TYBOURNE CAPITAL MANAGEMENT (HK) LTD - Q1 2023 holdings

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$993 Million is the total value of TYBOURNE CAPITAL MANAGEMENT (HK) LTD's 49 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 74.1% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
CP BuyCANADIAN PACIFIC RAILWAY LTD (CP US)$87,927,032
+4.8%
1,142,800
+1.6%
8.85%
+5.9%
MSFT BuyMICROSOFT CORP (MSFT US)$87,508,852
+23.7%
303,534
+2.9%
8.81%
+25.0%
AMZN SellAMAZON.COM INC (AMZN US)$73,408,409
+6.3%
710,702
-13.6%
7.39%
+7.3%
V SellVISA INC-CLASS A SHARES (V US)$73,086,015
-20.1%
324,164
-26.4%
7.36%
-19.3%
NewLINDE PLC (LIN US)$65,858,767–185,288
+100.0%
6.63%–
SPGI SellS&P GLOBAL INC (SPGI US)$65,242,896
-12.7%
189,236
-15.2%
6.57%
-11.8%
MELI SellMERCADOLIBRE INC (MELI US)$65,232,107
+10.5%
49,491
-29.0%
6.57%
+11.7%
BEKE SellKE HOLDINGS INC-ADR (BEKE US)sponsored ads$49,565,157
+14.4%
2,630,847
-15.2%
4.99%
+15.6%
FB SellMETA PLATFORMS INC-CLASS A (META US)cl a$44,839,086
-2.6%
211,565
-44.7%
4.52%
-1.6%
IQV BuyIQVIA HOLDINGS INC (IQV US)$44,269,533
+62.1%
222,583
+67.0%
4.46%
+63.7%
SE SellSEA LTD-ADR (SE US)sponsord ads$42,552,740
+40.7%
491,655
-15.4%
4.28%
+42.2%
HTHT SellH WORLD GROUP LTD-ADR (HTHT US)sponsored ads$40,793,434
-22.0%
832,859
-32.4%
4.11%
-21.2%
BCYC BuyBICYCLE THERAPEUTICS LTD-ADR (BCYC US)sponsored ads$29,965,835
+11.8%
1,408,831
+55.5%
3.02%
+12.9%
SHOP SellSHOPIFY INC - CLASS A (SHOP US)cl a$29,732,867
-13.6%
620,210
-37.5%
2.99%
-12.8%
LRCX SellLAM RESEARCH CORP (LRCX US)$29,569,563
+11.3%
55,779
-11.7%
2.98%
+12.4%
ZNTL SellZENTALIS PHARMACEUTICALS INC (ZNTL US)$28,075,371
-37.5%
1,632,289
-26.8%
2.83%
-36.9%
NVDA SellNVIDIA CORP (NVDA US)$26,992,856
-0.8%
97,177
-47.8%
2.72%
+0.3%
MDB BuyMONGODB INC (MDB US)cl a$23,457,234
+76.3%
100,623
+48.9%
2.36%
+78.1%
STNE SellSTONECO LTD-A (STNE US)$21,025,874
-15.3%
2,203,970
-16.2%
2.12%
-14.4%
TXN SellTEXAS INSTRUMENTS INC (TXN US)$16,926,910
+3.7%
91,000
-7.9%
1.70%
+4.7%
TWLO BuyTWILIO INC - A (TWLO US)cl a$15,852,476
+63.9%
237,918
+20.4%
1.60%
+65.6%
SNOW SellSNOWFLAKE INC-CLASS A (SNOW US)cl a$13,532,159
-6.7%
87,706
-13.2%
1.36%
-5.7%
 LIANBIO-ADR (LIAN US)sponsored ads$6,475,003
+19.5%
3,303,5730.0%0.65%
+20.7%
ON NewON SEMICONDUCTOR (ON US)$1,318,519–16,017
+100.0%
0.13%–
TSHA  TAYSHA GENE THERAPIES INC (TSHA US)$1,196,400
-64.7%
1,500,0000.0%0.12%
-64.5%
ZG NewZILLOW GROUP INC - A (ZG US)cl a$1,087,693–24,890
+100.0%
0.11%–
NewDUOLINGO (DUOL US)$884,771–6,205
+100.0%
0.09%–
EA NewELECTRONIC ARTS INC (EA US)$822,192–6,826
+100.0%
0.08%–
SPOT NewSPOTIFY TECHNOLOGY SA (SPOT US)$813,612–6,089
+100.0%
0.08%–
QCOM NewQUALCOMM INC (QCOM US)$784,872–6,152
+100.0%
0.08%–
DIS NewWALT DISNEY CO/THE (DIS US)$779,612–7,786
+100.0%
0.08%–
SQ SellBLOCK INC (SQ US)cl a$768,194
-97.1%
11,190
-97.3%
0.08%
-97.1%
OPEN NewOPENDOOR TECHNOLOGIES INC (OPEN US)$553,715–314,611
+100.0%
0.06%–
IMXI NewINTERNATIONAL MONEY EXPRESS (IMXI US)$501,241–19,443
+100.0%
0.05%–
ASML NewASML HOLDING NV-NY REG SHS (ASML US)$422,721–621
+100.0%
0.04%–
ANSS NewANSYS INC (ANSS US)$415,667–1,249
+100.0%
0.04%–
TSM NewTAIWAN SEMICONDUCTOR-SP ADR (TSM US)sponsored ads$300,641–3,232
+100.0%
0.03%–
ETSY NewETSY INC (ETSY US)$264,743–2,378
+100.0%
0.03%–
CPNG NewCOUPANG INC (CPNG US)cl a$156,928–9,808
+100.0%
0.02%–
JD NewJD.COM INC-ADR (JD US)spon adr cl a$108,891–2,481
+100.0%
0.01%–
BZ NewKANZHUN LTD - ADR (BZ US)sponsored ads$97,110–5,103
+100.0%
0.01%–
INBX ExitINHIBRX INC (INBX US)$0–-95,658
-100.0%
-0.24%–
ExitATLASSIAN CORP -CLASS A (TEAM US)cl a$0–-61,926
-100.0%
-0.79%–
LIN ExitLINDE PLC (LIN US)$0–-218,247
-100.0%
-7.10%–
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

  • ZAHEDI CAPITAL MANAGEMENT LP #1
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON.COM INC (AMZN US)42Q3 202322.4%
SALESFORCE COM INC19Q1 202028.5%
MERCADOLIBRE INC (MELI US)18Q3 202315.1%
BICYCLE THERAPEUTICS PLC18Q3 20233.7%
NETFLIX INC17Q2 202020.6%
ATLASSIAN CORP PLC-CLASS A (TEAM US)17Q2 202213.9%
VISA INC-CLASS A SHARES (V US)16Q3 20239.1%
TWILIO INC - A (TWLO US)15Q1 202314.2%
SQUARE INC - A (SQ US)15Q3 20236.3%
YELP INC14Q3 201617.8%

View TYBOURNE CAPITAL MANAGEMENT (HK) LTD's complete holdings history.

Latest significant ownerships (13-D/G)
TYBOURNE CAPITAL MANAGEMENT (HK) LTD Q1 2023 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Zentalis Pharmaceuticals, Inc.February 14, 20232,231,4273.9%
EXICURE, INC.May 11, 20225,856,3104.8%
BICYCLE THERAPEUTICS plcMarch 14, 20221,408,2594.8%
TPG Pace Beneficial Finance Corp.Sold outJanuary 03, 202200.0%
Farfetch LtdFebruary 16, 20215,354,9421.8%
BOSTON BEER CO INCSold outFebruary 14, 201800.0%
Workday, Inc.Sold outFebruary 14, 201800.0%
DUNKIN' BRANDS GROUP, INC.Sold outFebruary 14, 201700.0%
On Deck Capital, Inc.Sold outFebruary 14, 201700.0%
YELP INCSold outFebruary 14, 201700.0%

View TYBOURNE CAPITAL MANAGEMENT (HK) LTD's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-02-14
SC 13G2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
SC 13G2023-02-14
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
SC 13D/A2022-05-11

View TYBOURNE CAPITAL MANAGEMENT (HK) LTD's complete filings history.

All filings

View complete filings history.

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