13F HOLDINGS REPORT
TYBOURNE CAPITAL MANAGEMENT (HK) LTD
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001553936-23-000003
Total Value
$993.2M
Positions
49
Other Managers
1
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CANADIAN PACIFIC RAILWAY LTD (CP US) | 13645T100 | 1,142,800 | $87.9M | 8.85% |
| 2 | MICROSOFT CORP (MSFT US) | MSFT | 297,907 | $85.9M | 8.65% |
| 3 | VISA INC-CLASS A SHARES (V US) | V | 324,164 | $73.1M | 7.36% |
| 4 | AMAZON.COM INC (AMZN US) | AMZN | 696,721 | $72.0M | 7.25% |
| 5 | LINDE PLC (LIN US) | LIN | 185,288 | $65.9M | 6.63% |
| 6 | S&P GLOBAL INC (SPGI US) | SPGI | 189,236 | $65.2M | 6.57% |
| 7 | MERCADOLIBRE INC (MELI US) | MELI | 48,221 | $63.6M | 6.40% |
| 8 | KE HOLDINGS INC-ADR (BEKE US) | BEKE | 2,630,847 | $49.6M | 4.99% |
| 9 | META PLATFORMS INC-CLASS A (META US) | META | 211,565 | $44.8M | 4.51% |
| 10 | IQVIA HOLDINGS INC (IQV US) | IQV | 222,583 | $44.3M | 4.46% |
| 11 | SEA LTD-ADR (SE US) | SE | 491,655 | $42.6M | 4.28% |
| 12 | H WORLD GROUP LTD-ADR (HTHT US) | HWLDF | 832,859 | $40.8M | 4.11% |
| 13 | BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | BCYC | 1,408,831 | $30.0M | 3.02% |
| 14 | SHOPIFY INC - CLASS A (SHOP US) | SHOP | 620,210 | $29.7M | 2.99% |
| 15 | LAM RESEARCH CORP (LRCX US) | LRCX | 53,318 | $28.3M | 2.85% |
| 16 | ZENTALIS PHARMACEUTICALS INC (ZNTL US) | ZNTL | 1,632,289 | $28.1M | 2.83% |
| 17 | NVIDIA CORP (NVDA US) | NVDA | 92,863 | $25.8M | 2.60% |
| 18 | MONGODB INC (MDB US) | MDB | 98,797 | $23.0M | 2.32% |
| 19 | STONECO LTD-A (STNE US) | STNE | 2,203,970 | $21.0M | 2.12% |
| 20 | TWILIO INC - A (TWLO US) | TWLO | 237,918 | $15.9M | 1.60% |
| 21 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 83,586 | $15.5M | 1.57% |
| 22 | SNOWFLAKE INC-CLASS A (SNOW US) | SNOW | 85,228 | $13.1M | 1.32% |
| 23 | LIANBIO-ADR (LIAN US) | LIANY | 3,303,573 | $6.5M | 0.65% |
| 24 | MERCADOLIBRE INC (MELI US) | MELI | 1,270 | $1.7M | 0.17% |
| 25 | MICROSOFT CORP (MSFT US) | MSFT | 5,627 | $1.6M | 0.16% |
| 26 | AMAZON.COM INC (AMZN US) | AMZN | 13,981 | $1.4M | 0.15% |
| 27 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 7,414 | $1.4M | 0.14% |
| 28 | ON SEMICONDUCTOR (ON US) | ON | 16,017 | $1.3M | 0.13% |
| 29 | LAM RESEARCH CORP (LRCX US) | LRCX | 2,461 | $1.3M | 0.13% |
| 30 | NVIDIA CORP (NVDA US) | NVDA | 4,314 | $1.2M | 0.12% |
| 31 | TAYSHA GENE THERAPIES INC (TSHA US) | TSHA | 1,500,000 | $1.2M | 0.12% |
| 32 | ZILLOW GROUP INC - A (ZG US) | Z | 24,890 | $1.1M | 0.11% |
| 33 | DUOLINGO (DUOL US) | DUOL | 6,205 | $884,771 | 0.09% |
| 34 | ELECTRONIC ARTS INC (EA US) | EA | 6,826 | $822,192 | 0.08% |
| 35 | SPOTIFY TECHNOLOGY SA (SPOT US) | SPOT | 6,089 | $813,612 | 0.08% |
| 36 | QUALCOMM INC (QCOM US) | QCOM | 6,152 | $784,872 | 0.08% |
| 37 | WALT DISNEY CO/THE (DIS US) | 254687106 | 7,786 | $779,612 | 0.08% |
| 38 | BLOCK INC (SQ US) | BSQKZ | 11,190 | $768,194 | 0.08% |
| 39 | OPENDOOR TECHNOLOGIES INC (OPEN US) | OPENZ | 314,611 | $553,715 | 0.06% |
| 40 | INTERNATIONAL MONEY EXPRESS (IMXI US) | INTR | 19,443 | $501,241 | 0.05% |
| 41 | MONGODB INC (MDB US) | MDB | 1,826 | $425,677 | 0.04% |
| 42 | ASML HOLDING NV-NY REG SHS (ASML US) | ASMLF | 621 | $422,721 | 0.04% |
| 43 | ANSYS INC (ANSS US) | 03662Q105 | 1,249 | $415,667 | 0.04% |
| 44 | SNOWFLAKE INC-CLASS A (SNOW US) | SNOW | 2,478 | $382,331 | 0.04% |
| 45 | TAIWAN SEMICONDUCTOR-SP ADR (TSM US) | 874039100 | 3,232 | $300,641 | 0.03% |
| 46 | ETSY INC (ETSY US) | ETSY | 2,378 | $264,743 | 0.03% |
| 47 | COUPANG INC (CPNG US) | CPNG | 9,808 | $156,928 | 0.02% |
| 48 | JD.COM INC-ADR (JD US) | JDCMF | 2,481 | $108,891 | 0.01% |
| 49 | KANZHUN LTD - ADR (BZ US) | BZ | 5,103 | $97,110 | 0.01% |