13F HOLDINGS REPORT
TYBOURNE CAPITAL MANAGEMENT (HK) LTD
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001553936-23-000007
Total Value
$715.7M
Positions
41
Other Managers
1
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CANADIAN PACIFIC KANSAS CITY (CP US) | CP | 994,199 | $74.0M | 10.34% |
| 2 | VISA INC-CLASS A SHARES (V US) | V | 280,959 | $64.6M | 9.03% |
| 3 | MICROSOFT CORP (MSFT US) | MSFT | 204,374 | $64.5M | 9.02% |
| 4 | S&P GLOBAL INC (SPGI US) | SPGI | 163,885 | $59.9M | 8.37% |
| 5 | LINDE PLC (LIN US) | LIN | 139,582 | $52.0M | 7.26% |
| 6 | AMAZON.COM INC (AMZN US) | AMZN | 393,944 | $50.1M | 7.00% |
| 7 | H WORLD GROUP LTD-ADR (HTHT US) | HWLDF | 1,070,993 | $42.2M | 5.90% |
| 8 | KE HOLDINGS INC-ADR (BEKE US) | BEKE | 2,553,900 | $39.6M | 5.54% |
| 9 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 248,686 | $39.5M | 5.53% |
| 10 | EPAM SYSTEMS INC (EPAM US) | EPAM | 152,377 | $39.0M | 5.44% |
| 11 | IQVIA HOLDINGS INC (IQV US) | IQV | 192,408 | $37.9M | 5.29% |
| 12 | BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | BCYC | 1,281,820 | $25.8M | 3.60% |
| 13 | SEA LTD-ADR (SE US) | SE | 576,405 | $25.3M | 3.54% |
| 14 | ACELYRIN INC (SLRN US) | 00445A100 | 2,230,442 | $22.7M | 3.17% |
| 15 | STONECO LTD-A (STNE US) | STNE | 1,911,423 | $20.4M | 2.85% |
| 16 | ZENTALIS PHARMACEUTICALS INC (ZNTL US) | ZNTL | 961,486 | $19.3M | 2.69% |
| 17 | LIANBIO-ADR (LIAN US) | LIANY | 3,303,573 | $4.9M | 0.69% |
| 18 | TAYSHA GENE THERAPIES INC (TSHA US) | TSHA | 1,500,000 | $4.7M | 0.66% |
| 19 | MICROSOFT CORP (MSFT US) | MSFT | 8,366 | $2.6M | 0.37% |
| 20 | FORTE BIOSCIENCES INC (FBRX US) | FBRX | 3,624,548 | $2.4M | 0.34% |
| 21 | ICICI BANK LTD-SPON ADR (IBN US) | IBN | 98,800 | $2.3M | 0.32% |
| 22 | DOORDASH INC - A (DASH US) | DASH | 23,034 | $1.8M | 0.26% |
| 23 | MERCADOLIBRE INC (MELI US) | MELI | 1,190 | $1.5M | 0.21% |
| 24 | NVIDIA CORP (NVDA US) | NVDA | 3,437 | $1.5M | 0.21% |
| 25 | TAIWAN SEMICONDUCTOR-SP ADR (TSM US) | 874039100 | 16,674 | $1.4M | 0.20% |
| 26 | ON SEMICONDUCTOR (ON US) | ON | 15,478 | $1.4M | 0.20% |
| 27 | ZTO EXPRESS CAYMAN INC-ADR (ZTO US) | ZTOEF | 57,700 | $1.4M | 0.19% |
| 28 | ZILLOW GROUP INC - A (ZG US) | Z | 31,117 | $1.4M | 0.19% |
| 29 | INTERNATIONAL MONEY EXPRESS (IMXI US) | INTR | 76,537 | $1.3M | 0.18% |
| 30 | COUPANG INC (CPNG US) | CPNG | 73,456 | $1.2M | 0.17% |
| 31 | GLOBAL PAYMENTS INC (GPN US) | 37940X102 | 10,697 | $1.2M | 0.17% |
| 32 | AMAZON.COM INC (AMZN US) | AMZN | 9,189 | $1.2M | 0.16% |
| 33 | BLOCK INC (SQ US) | BSQKZ | 25,470 | $1.1M | 0.16% |
| 34 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 6,076 | $966,145 | 0.13% |
| 35 | OKTA INC (OKTA US) | OKTA | 11,592 | $944,864 | 0.13% |
| 36 | CRITEO SA-SPON ADR (CRTO US) | CRTO | 29,740 | $868,408 | 0.12% |
| 37 | MONGODB INC (MDB US) | MDB | 2,492 | $861,884 | 0.12% |
| 38 | LAM RESEARCH CORP (LRCX US) | LRCX | 925 | $579,763 | 0.08% |
| 39 | PROCORE TECHNOLOGIES INC (PCOR US) | PCOR | 8,571 | $559,858 | 0.08% |
| 40 | OPENDOOR TECHNOLOGIES INC (OPEN US) | OPENZ | 136,979 | $361,625 | 0.05% |
| 41 | SEAGATE TECHNOLOGY HOLDINGS (STX US) | SE | 3,490 | $230,166 | 0.03% |