13F HOLDINGS REPORT
TYBOURNE CAPITAL MANAGEMENT (HK) LTD
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001553936-23-000005
Total Value
$925.3M
Positions
49
Other Managers
1
Confidential Omitted
No
Holdings (49)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP (MSFT US) | MSFT | 253,974 | $86.5M | 9.35% |
| 2 | CANADIAN PACIFIC KANSAS CITY (CP US) | CP | 994,199 | $80.3M | 8.68% |
| 3 | AMAZON.COM INC (AMZN US) | AMZN | 601,079 | $78.4M | 8.47% |
| 4 | VISA INC-CLASS A SHARES (V US) | V | 285,008 | $67.7M | 7.31% |
| 5 | S&P GLOBAL INC (SPGI US) | SPGI | 166,280 | $66.7M | 7.20% |
| 6 | LINDE PLC (LIN US) | LIN | 162,277 | $61.8M | 6.68% |
| 7 | MERCADOLIBRE INC (MELI US) | MELI | 39,515 | $46.8M | 5.06% |
| 8 | ACELYRIN INC (SLRN US) | 00445A100 | 2,230,442 | $46.6M | 5.04% |
| 9 | IQVIA HOLDINGS INC (IQV US) | IQV | 199,241 | $44.8M | 4.84% |
| 10 | KE HOLDINGS INC-ADR (BEKE US) | BEKE | 2,542,300 | $37.8M | 4.08% |
| 11 | MONGODB INC (MDB US) | MDB | 83,914 | $34.5M | 3.73% |
| 12 | BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | BCYC | 1,281,820 | $32.7M | 3.54% |
| 13 | H WORLD GROUP LTD-ADR (HTHT US) | HWLDF | 837,699 | $32.5M | 3.51% |
| 14 | LAM RESEARCH CORP (LRCX US) | LRCX | 47,102 | $30.3M | 3.27% |
| 15 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 153,586 | $27.6M | 2.99% |
| 16 | ZENTALIS PHARMACEUTICALS INC (ZNTL US) | ZNTL | 961,486 | $27.1M | 2.93% |
| 17 | SEA LTD-ADR (SE US) | SE | 443,805 | $25.8M | 2.78% |
| 18 | STONECO LTD-A (STNE US) | STNE | 1,911,423 | $24.4M | 2.63% |
| 19 | NVIDIA CORP (NVDA US) | NVDA | 41,350 | $17.5M | 1.89% |
| 20 | SHOPIFY INC - CLASS A (SHOP US) | SHOP | 209,410 | $13.5M | 1.46% |
| 21 | LIANBIO-ADR (LIAN US) | LIANY | 3,303,573 | $7.5M | 0.81% |
| 22 | AMAZON.COM INC (AMZN US) | AMZN | 20,093 | $2.6M | 0.28% |
| 23 | MICROSOFT CORP (MSFT US) | MSFT | 7,589 | $2.6M | 0.28% |
| 24 | MERCADOLIBRE INC (MELI US) | MELI | 1,669 | $2.0M | 0.21% |
| 25 | ZILLOW GROUP INC - A (ZG US) | Z | 37,173 | $1.8M | 0.20% |
| 26 | NVIDIA CORP (NVDA US) | NVDA | 4,265 | $1.8M | 0.19% |
| 27 | DOORDASH INC - A (DASH US) | DASH | 23,034 | $1.8M | 0.19% |
| 28 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 9,692 | $1.7M | 0.19% |
| 29 | MONGODB INC (MDB US) | MDB | 3,973 | $1.6M | 0.18% |
| 30 | BLOCK INC (SQ US) | BSQKZ | 22,271 | $1.5M | 0.16% |
| 31 | ON SEMICONDUCTOR (ON US) | ON | 15,478 | $1.5M | 0.16% |
| 32 | INTERNATIONAL MONEY EXPRESS (IMXI US) | INTR | 58,631 | $1.4M | 0.16% |
| 33 | TAIWAN SEMICONDUCTOR-SP ADR (TSM US) | 874039100 | 14,174 | $1.4M | 0.15% |
| 34 | OPENDOOR TECHNOLOGIES INC (OPEN US) | OPENZ | 291,511 | $1.2M | 0.13% |
| 35 | COHERENT CORP (COHR US) | COHR | 20,882 | $1.1M | 0.12% |
| 36 | KANZHUN LTD - ADR (BZ US) | BZ | 70,602 | $1.1M | 0.11% |
| 37 | COUPANG INC (CPNG US) | CPNG | 59,756 | $1.0M | 0.11% |
| 38 | LAM RESEARCH CORP (LRCX US) | LRCX | 1,590 | $1.0M | 0.11% |
| 39 | TAYSHA GENE THERAPIES INC (TSHA US) | TSHA | 1,500,000 | $991,500 | 0.11% |
| 40 | GLOBAL-E ONLINE LTD (GLBE US) | GLBE | 22,265 | $911,529 | 0.10% |
| 41 | SPOTIFY TECHNOLOGY SA (SPOT US) | SPOT | 5,494 | $882,062 | 0.10% |
| 42 | CRITEO SA-SPON ADR (CRTO US) | CRTO | 25,100 | $846,874 | 0.09% |
| 43 | ETSY INC (ETSY US) | ETSY | 9,061 | $766,651 | 0.08% |
| 44 | FARFETCH LTD-CLASS A (FTCH US) | 30744W107 | 99,700 | $602,188 | 0.07% |
| 45 | OKTA INC (OKTA US) | OKTA | 7,800 | $540,930 | 0.06% |
| 46 | PINDUODUO INC-ADR (PDD US) | PDD | 7,359 | $508,801 | 0.05% |
| 47 | ZTO EXPRESS CAYMAN INC-ADR (ZTO US) | ZTOEF | 20,100 | $504,108 | 0.05% |
| 48 | JD.COM INC-ADR (JD US) | JDCMF | 13,512 | $461,165 | 0.05% |
| 49 | ANSYS INC (ANSS US) | 03662Q105 | 1,374 | $453,791 | 0.05% |