$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | LINDE PLC (LIN US) | $65,858,767 | – | 185,288 | +100.0% | 6.63% | – | |
ON | New | ON SEMICONDUCTOR (ON US) | $1,318,519 | – | 16,017 | +100.0% | 0.13% | – |
ZG | New | ZILLOW GROUP INC - A (ZG US)cl a | $1,087,693 | – | 24,890 | +100.0% | 0.11% | – |
New | DUOLINGO (DUOL US) | $884,771 | – | 6,205 | +100.0% | 0.09% | – | |
EA | New | ELECTRONIC ARTS INC (EA US) | $822,192 | – | 6,826 | +100.0% | 0.08% | – |
SPOT | New | SPOTIFY TECHNOLOGY SA (SPOT US) | $813,612 | – | 6,089 | +100.0% | 0.08% | – |
QCOM | New | QUALCOMM INC (QCOM US) | $784,872 | – | 6,152 | +100.0% | 0.08% | – |
DIS | New | WALT DISNEY CO/THE (DIS US) | $779,612 | – | 7,786 | +100.0% | 0.08% | – |
OPEN | New | OPENDOOR TECHNOLOGIES INC (OPEN US) | $553,715 | – | 314,611 | +100.0% | 0.06% | – |
IMXI | New | INTERNATIONAL MONEY EXPRESS (IMXI US) | $501,241 | – | 19,443 | +100.0% | 0.05% | – |
ASML | New | ASML HOLDING NV-NY REG SHS (ASML US) | $422,721 | – | 621 | +100.0% | 0.04% | – |
ANSS | New | ANSYS INC (ANSS US) | $415,667 | – | 1,249 | +100.0% | 0.04% | – |
TSM | New | TAIWAN SEMICONDUCTOR-SP ADR (TSM US)sponsored ads | $300,641 | – | 3,232 | +100.0% | 0.03% | – |
ETSY | New | ETSY INC (ETSY US) | $264,743 | – | 2,378 | +100.0% | 0.03% | – |
CPNG | New | COUPANG INC (CPNG US)cl a | $156,928 | – | 9,808 | +100.0% | 0.02% | – |
JD | New | JD.COM INC-ADR (JD US)spon adr cl a | $108,891 | – | 2,481 | +100.0% | 0.01% | – |
BZ | New | KANZHUN LTD - ADR (BZ US)sponsored ads | $97,110 | – | 5,103 | +100.0% | 0.01% | – |
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
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.