13F HOLDINGS REPORT
TYBOURNE CAPITAL MANAGEMENT (HK) LTD
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001553936-24-000007
Total Value
$356.7M
Positions
34
Other Managers
1
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CANADIAN PACIFIC KANSAS CITY (CP US) | CP | 572,999 | $49.0M | 13.74% |
| 2 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 226,733 | $46.8M | 13.13% |
| 3 | LPL FINANCIAL HOLDINGS INC (LPLA US) | 50212V100 | 172,700 | $40.2M | 11.26% |
| 4 | EPAM SYSTEMS INC (EPAM US) | EPAM | 185,012 | $36.8M | 10.32% |
| 5 | IQVIA HOLDINGS INC (IQV US) | IQV | 150,790 | $35.7M | 10.02% |
| 6 | BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | BCYC | 1,394,535 | $31.6M | 8.85% |
| 7 | S&P GLOBAL INC (SPGI US) | SPGI | 35,506 | $18.3M | 5.14% |
| 8 | AMAZON.COM INC (AMZN US) | AMZN | 87,202 | $16.2M | 4.55% |
| 9 | ACELYRIN INC (SLRN US) | 00445A100 | 2,906,629 | $14.3M | 4.02% |
| 10 | LINDE PLC (LIN US) | LIN | 19,255 | $9.2M | 2.57% |
| 11 | TAYSHA GENE THERAPIES INC (TSHA US) | TSHA | 3,700,000 | $7.4M | 2.08% |
| 12 | SEAGATE TECHNOLOGY HOLDINGS (STX US) | SE | 39,994 | $4.4M | 1.23% |
| 13 | AMAZON.COM INC (AMZN US) | AMZN | 19,646 | $3.7M | 1.03% |
| 14 | TAIWAN SEMICONDUCTOR-SP ADR (TSM US) | 874039100 | 21,028 | $3.7M | 1.02% |
| 15 | ZENTALIS PHARMACEUTICALS INC (ZNTL US) | ZNTL | 961,486 | $3.5M | 0.99% |
| 16 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 15,992 | $3.3M | 0.93% |
| 17 | CARGURUS INC (CARG US) | CARG | 99,981 | $3.0M | 0.84% |
| 18 | MICRON TECHNOLOGY INC (MU US) | MU | 25,884 | $2.7M | 0.75% |
| 19 | ZILLOW GROUP INC - A (ZG US) | Z | 40,953 | $2.5M | 0.71% |
| 20 | NEXTERA ENERGY INC (NEE US) | NEE-PW | 26,331 | $2.2M | 0.62% |
| 21 | MERCADOLIBRE INC (MELI US) | MELI | 1,077 | $2.2M | 0.62% |
| 22 | SUNRUN INC (RUN US) | RUN | 120,183 | $2.2M | 0.61% |
| 23 | BLOCK INC (SQ US) | BSQKZ | 30,489 | $2.0M | 0.57% |
| 24 | NVIDIA CORP (NVDA US) | NVDA | 16,826 | $2.0M | 0.57% |
| 25 | CELLEBRITE DI LTD (CLBT US) | CLBT | 115,615 | $1.9M | 0.55% |
| 26 | AUTODESK INC (ADSK US) | ADSK | 6,832 | $1.9M | 0.53% |
| 27 | DOORDASH INC - A (DASH US) | DASH | 12,090 | $1.7M | 0.48% |
| 28 | HIMS & HERS HEALTH INC (HIMS US) | HIMS | 90,756 | $1.7M | 0.47% |
| 29 | META PLATFORMS INC-CLASS A (META US) | META | 2,610 | $1.5M | 0.42% |
| 30 | INFORMATICA INC - CLASS A (INFA US) | 45674M101 | 58,707 | $1.5M | 0.42% |
| 31 | CROWDSTRIKE HOLDINGS INC - A (CRWD US) | CRWD | 3,892 | $1.1M | 0.31% |
| 32 | FORTE BIOSCIENCES INC (FBRX US) | FBRX | 144,981 | $810,444 | 0.23% |
| 33 | CISCO SYSTEMS INC (CSCO US) | CSCO | 13,988 | $744,442 | 0.21% |
| 34 | CHIPOTLE MEXICAN GRILL INC (CMG US) | CMG | 12,879 | $742,088 | 0.21% |