13F HOLDINGS REPORT
TYBOURNE CAPITAL MANAGEMENT (HK) LTD
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001553936-24-000004
Total Value
$584.9M
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 | 812,599 | $71.6M | 12.25% |
| 2 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 344,133 | $60.0M | 10.25% |
| 3 | IQVIA HOLDINGS INC (IQV US) | IQV | 189,090 | $47.8M | 8.18% |
| 4 | LINDE PLC (LIN US) | LIN | 98,755 | $45.9M | 7.84% |
| 5 | BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | BCYC | 1,545,026 | $38.5M | 6.58% |
| 6 | ZILLOW GROUP INC - A (ZG US) | Z | 728,909 | $34.9M | 5.96% |
| 7 | EPAM SYSTEMS INC (EPAM US) | EPAM | 119,412 | $33.0M | 5.64% |
| 8 | AMAZON.COM INC (AMZN US) | AMZN | 181,902 | $32.8M | 5.61% |
| 9 | VISA INC-CLASS A SHARES (V US) | V | 114,959 | $32.1M | 5.49% |
| 10 | S&P GLOBAL INC (SPGI US) | SPGI | 72,406 | $30.8M | 5.27% |
| 11 | SEA LTD-ADR (SE US) | SE | 512,735 | $27.5M | 4.71% |
| 12 | KE HOLDINGS INC-ADR (BEKE US) | BEKE | 1,688,268 | $23.2M | 3.96% |
| 13 | STONECO LTD-A (STNE US) | STNE | 1,323,515 | $22.0M | 3.76% |
| 14 | ACELYRIN INC (SLRN US) | 00445A100 | 2,906,629 | $19.6M | 3.35% |
| 15 | ZENTALIS PHARMACEUTICALS INC (ZNTL US) | ZNTL | 961,486 | $15.2M | 2.59% |
| 16 | TAYSHA GENE THERAPIES INC (TSHA US) | TSHA | 3,700,000 | $10.6M | 1.82% |
| 17 | DOORDASH INC - A (DASH US) | DASH | 18,862 | $2.6M | 0.44% |
| 18 | ZILLOW GROUP INC - A (ZG US) | Z | 53,053 | $2.5M | 0.43% |
| 19 | FORTE BIOSCIENCES INC (FBRX US) | FBRX | 3,624,548 | $2.5M | 0.43% |
| 20 | SEAGATE TECHNOLOGY HOLDINGS (STX US) | SE | 26,803 | $2.5M | 0.43% |
| 21 | MICRON TECHNOLOGY INC (MU US) | MU | 20,530 | $2.4M | 0.41% |
| 22 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 13,559 | $2.4M | 0.40% |
| 23 | BLOCK INC (SQ US) | BSQKZ | 25,715 | $2.2M | 0.37% |
| 24 | PROCORE TECHNOLOGIES INC (PCOR US) | PCOR | 24,311 | $2.0M | 0.34% |
| 25 | AMAZON.COM INC (AMZN US) | AMZN | 10,873 | $2.0M | 0.34% |
| 26 | META PLATFORMS INC-CLASS A (META US) | META | 3,560 | $1.7M | 0.30% |
| 27 | NVIDIA CORP (NVDA US) | NVDA | 1,857 | $1.7M | 0.29% |
| 28 | INTERNATIONAL MONEY EXPRESS (IMXI US) | INTR | 70,222 | $1.6M | 0.27% |
| 29 | GLOBAL PAYMENTS INC (GPN US) | 37940X102 | 11,932 | $1.6M | 0.27% |
| 30 | MERCADOLIBRE INC (MELI US) | MELI | 941 | $1.4M | 0.24% |
| 31 | CARGURUS INC (CARG US) | CARG | 61,325 | $1.4M | 0.24% |
| 32 | SMARTSHEET INC-CLASS A (SMAR US) | 83200N103 | 35,283 | $1.4M | 0.23% |
| 33 | TAIWAN SEMICONDUCTOR-SP ADR (TSM US) | 874039100 | 9,411 | $1.3M | 0.22% |
| 34 | MICROSOFT CORP (MSFT US) | MSFT | 2,265 | $952,931 | 0.16% |
| 35 | ZIPRECRUITER INC-A (ZIP US) | ZIP | 82,212 | $944,616 | 0.16% |
| 36 | PALO ALTO NETWORKS INC (PANW US) | PANW | 3,225 | $916,320 | 0.16% |
| 37 | JSC KASPI.KZ ADR (KSPI US) | 48581R205 | 5,905 | $759,620 | 0.13% |
| 38 | NEXTERA ENERGY INC (NEE US) | NEE-PW | 11,456 | $732,153 | 0.13% |
| 39 | APPLIED MATERIALS INC (AMAT US) | 038222105 | 3,469 | $715,412 | 0.12% |
| 40 | OPENDOOR TECHNOLOGIES INC (OPEN US) | OPENZ | 225,779 | $684,111 | 0.12% |
| 41 | NERDWALLET INC-CL A (NRDS US) | NRDS | 45,000 | $661,500 | 0.11% |