13F HOLDINGS REPORT
TYBOURNE CAPITAL MANAGEMENT (HK) LTD
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001553936-24-000005
Total Value
$491.7M
Positions
40
Other Managers
1
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 280,433 | $54.6M | 11.09% |
| 2 | CANADIAN PACIFIC KANSAS CITY (CP US) | CP | 657,999 | $51.8M | 10.54% |
| 3 | EPAM SYSTEMS INC (EPAM US) | EPAM | 212,612 | $40.0M | 8.13% |
| 4 | ZILLOW GROUP INC - A (ZG US) | Z | 848,753 | $38.2M | 7.77% |
| 5 | IQVIA HOLDINGS INC (IQV US) | IQV | 152,890 | $32.3M | 6.57% |
| 6 | S&P GLOBAL INC (SPGI US) | SPGI | 69,306 | $30.9M | 6.29% |
| 7 | BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | BCYC | 1,509,713 | $30.6M | 6.21% |
| 8 | SEA LTD-ADR (SE US) | SE | 416,635 | $29.8M | 6.05% |
| 9 | AMAZON.COM INC (AMZN US) | AMZN | 149,102 | $28.8M | 5.86% |
| 10 | MERCADOLIBRE INC (MELI US) | MELI | 17,400 | $28.6M | 5.82% |
| 11 | LINDE PLC (LIN US) | LIN | 63,455 | $27.8M | 5.66% |
| 12 | KE HOLDINGS INC-ADR (BEKE US) | BEKE | 1,706,568 | $24.1M | 4.91% |
| 13 | ACELYRIN INC (SLRN US) | 00445A100 | 2,906,629 | $12.8M | 2.61% |
| 14 | TAYSHA GENE THERAPIES INC (TSHA US) | TSHA | 3,700,000 | $8.3M | 1.69% |
| 15 | ZENTALIS PHARMACEUTICALS INC (ZNTL US) | ZNTL | 961,486 | $3.9M | 0.80% |
| 16 | TAIWAN SEMICONDUCTOR-SP ADR (TSM US) | 874039100 | 20,169 | $3.5M | 0.71% |
| 17 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 17,516 | $3.4M | 0.69% |
| 18 | SEAGATE TECHNOLOGY HOLDINGS (STX US) | SE | 31,791 | $3.3M | 0.67% |
| 19 | CARGURUS INC (CARG US) | CARG | 102,293 | $2.7M | 0.55% |
| 20 | BLOCK INC (SQ US) | BSQKZ | 39,718 | $2.6M | 0.52% |
| 21 | OKTA INC (OKTA US) | OKTA | 24,504 | $2.3M | 0.47% |
| 22 | ZILLOW GROUP INC - A (ZG US) | Z | 50,485 | $2.3M | 0.46% |
| 23 | AMAZON.COM INC (AMZN US) | AMZN | 11,130 | $2.2M | 0.44% |
| 24 | MICRON TECHNOLOGY INC (MU US) | MU | 15,892 | $2.1M | 0.43% |
| 25 | MERCADOLIBRE INC (MELI US) | MELI | 1,246 | $2.0M | 0.42% |
| 26 | ELASTIC NV (ESTC US) | ESTC | 17,528 | $2.0M | 0.41% |
| 27 | APPLE INC (AAPL US) | AAPL | 9,450 | $2.0M | 0.40% |
| 28 | FORTE BIOSCIENCES INC (FBRX US) | FBRX | 3,624,548 | $1.9M | 0.40% |
| 29 | DOORDASH INC - A (DASH US) | DASH | 17,397 | $1.9M | 0.38% |
| 30 | META PLATFORMS INC-CLASS A (META US) | META | 3,587 | $1.8M | 0.37% |
| 31 | NEXTERA ENERGY INC (NEE US) | NEE-PW | 25,024 | $1.8M | 0.36% |
| 32 | ALPHABET INC-CL C (GOOG US) | GOOG | 9,193 | $1.7M | 0.34% |
| 33 | GLOBAL PAYMENTS INC (GPN US) | 37940X102 | 17,371 | $1.7M | 0.34% |
| 34 | SMARTSHEET INC-CLASS A (SMAR US) | 83200N103 | 37,232 | $1.6M | 0.33% |
| 35 | APPLIED MATERIALS INC (AMAT US) | 038222105 | 6,890 | $1.6M | 0.33% |
| 36 | NVIDIA CORP (NVDA US) | NVDA | 11,466 | $1.4M | 0.29% |
| 37 | INTERNATIONAL MONEY EXPRESS (IMXI US) | INTR | 67,879 | $1.4M | 0.29% |
| 38 | JSC KASPI.KZ ADR (KSPI US) | 48581R205 | 7,219 | $931,324 | 0.19% |
| 39 | SHOPIFY INC - CLASS A (SHOP US) | SHOP | 11,461 | $757,000 | 0.15% |
| 40 | OPENDOOR TECHNOLOGIES INC (OPEN US) | OPENZ | 165,631 | $304,762 | 0.06% |