13F HOLDINGS REPORT
TYBOURNE CAPITAL MANAGEMENT (HK) LTD
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001553936-23-000002
Total Value
$1.00B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC-CLASS A SHARES (V US) | V | 440,551 | $91.5M | 9.12% |
| 2 | CANADIAN PACIFIC RAILWAY LTD (CP US) | 13645T100 | 1,124,692 | $83.9M | 8.36% |
| 3 | S&P GLOBAL INC (SPGI US) | SPGI | 223,100 | $74.7M | 7.45% |
| 4 | LINDE PLC (LIN US) | LIN | 218,247 | $71.2M | 7.10% |
| 5 | MICROSOFT CORP (MSFT US) | MSFT | 294,984 | $70.7M | 7.05% |
| 6 | AMAZON.COM INC (AMZN US) | AMZN | 822,300 | $69.1M | 6.88% |
| 7 | MERCADOLIBRE INC (MELI US) | MELI | 69,731 | $59.0M | 5.88% |
| 8 | H WORLD GROUP LTD (HTHT US) | HWLDF | 1,232,561 | $52.3M | 5.21% |
| 9 | META PLATFORMS INC-CLASS A (META US) | META | 382,700 | $46.1M | 4.59% |
| 10 | ZENTALIS PHARMACEUTICALS INC (ZNTL US) | ZNTL | 2,231,427 | $44.9M | 4.48% |
| 11 | KE HOLDINGS INC-ADR (BEKE US) | BEKE | 3,103,767 | $43.3M | 4.32% |
| 12 | SHOPIFY INC - CLASS A (SHOP US) | SHOP | 992,010 | $34.4M | 3.43% |
| 13 | SEA LTD-ADR (SE US) | SE | 581,118 | $30.2M | 3.01% |
| 14 | IQVIA HOLDINGS INC (IQV US) | IQV | 133,300 | $27.3M | 2.72% |
| 15 | NVIDIA CORP (NVDA US) | NVDA | 186,114 | $27.2M | 2.71% |
| 16 | BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | BCYC | 905,722 | $26.8M | 2.67% |
| 17 | LAM RESEARCH CORP (LRCX US) | LRCX | 63,200 | $26.6M | 2.65% |
| 18 | BLOCK INC (SQ US) | BSQKZ | 417,200 | $26.2M | 2.61% |
| 19 | STONECO LTD-A (STNE US) | STNE | 2,629,463 | $24.8M | 2.47% |
| 20 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 98,833 | $16.3M | 1.63% |
| 21 | SNOWFLAKE INC-CLASS A (SNOW US) | SNOW | 101,003 | $14.5M | 1.45% |
| 22 | MONGODB INC (MDB US) | MDB | 67,598 | $13.3M | 1.33% |
| 23 | TWILIO INC - A (TWLO US) | TWLO | 197,610 | $9.7M | 0.96% |
| 24 | ATLASSIAN CORP -CLASS A (TEAM US) | TEAM | 61,926 | $8.0M | 0.79% |
| 25 | LIANBIO-ADR (LIAN US) | LIANY | 3,303,573 | $5.4M | 0.54% |
| 26 | TAYSHA GENE THERAPIES INC (TSHA US) | TSHA | 1,500,000 | $3.4M | 0.34% |
| 27 | INHIBRX INC (INBX US) | INBX | 95,658 | $2.4M | 0.23% |