13F HOLDINGS REPORT
TYBOURNE CAPITAL MANAGEMENT (HK) LTD
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001553936-25-000002
Total Value
$398.4M
Positions
37
Other Managers
1
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CANADIAN PACIFIC KANSAS CITY (CP US) | CP | 625,899 | $45.3M | 11.37% |
| 2 | IQVIA HOLDINGS INC (IQV US) | IQV | 199,290 | $39.2M | 9.83% |
| 3 | AUTODESK INC (ADSK US) | ADSK | 111,300 | $32.9M | 8.26% |
| 4 | EPAM SYSTEMS INC (EPAM US) | EPAM | 135,469 | $31.7M | 7.95% |
| 5 | LPL FINANCIAL HOLDINGS INC (LPLA US) | 50212V100 | 77,285 | $25.2M | 6.33% |
| 6 | LATTICE SEMICONDUCTOR CORP (LSCC US) | LSCC | 327,100 | $18.5M | 4.65% |
| 7 | DOORDASH INC - A (DASH US) | DASH | 109,300 | $18.3M | 4.60% |
| 8 | BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | BCYC | 1,269,535 | $17.8M | 4.46% |
| 9 | ZILLOW GROUP INC - C (Z US) | Z | 206,673 | $15.3M | 3.84% |
| 10 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 80,933 | $15.2M | 3.81% |
| 11 | FORTE BIOSCIENCES INC (FBRX US) | FBRX | 619,981 | $14.1M | 3.53% |
| 12 | CARGURUS INC (CARG US) | CARG | 265,346 | $9.7M | 2.43% |
| 13 | TAIWAN SEMICONDUCTOR-SP ADR (TSM US) | 874039100 | 47,286 | $9.3M | 2.34% |
| 14 | ACELYRIN INC (SLRN US) | 00445A100 | 2,906,629 | $9.1M | 2.29% |
| 15 | AMAZON.COM INC (AMZN US) | AMZN | 31,272 | $6.9M | 1.72% |
| 16 | DOORDASH INC - A (DASH US) | DASH | 39,622 | $6.6M | 1.67% |
| 17 | TAYSHA GENE THERAPIES INC (TSHA US) | TSHA | 3,700,000 | $6.4M | 1.61% |
| 18 | META PLATFORMS INC-CLASS A (META US) | META | 10,894 | $6.4M | 1.60% |
| 19 | SEAGATE TECHNOLOGY HOLDINGS (STX US) | SE | 71,841 | $6.2M | 1.56% |
| 20 | TEXAS INSTRUMENTS INC (TXN US) | 882508104 | 31,554 | $5.9M | 1.49% |
| 21 | ZILLOW GROUP INC - A (ZG US) | Z | 80,861 | $5.7M | 1.44% |
| 22 | CISCO SYSTEMS INC (CSCO US) | CSCO | 92,501 | $5.5M | 1.37% |
| 23 | AUTODESK INC (ADSK US) | ADSK | 18,526 | $5.5M | 1.37% |
| 24 | BLOCK INC (SQ US) | BSQKZ | 58,687 | $5.0M | 1.25% |
| 25 | ANSYS INC (ANSS US) | 03662Q105 | 11,738 | $4.0M | 0.99% |
| 26 | NEXTERA ENERGY INC (NEE US) | NEE-PW | 53,137 | $3.8M | 0.96% |
| 27 | CHIPOTLE MEXICAN GRILL INC (CMG US) | CMG | 61,354 | $3.7M | 0.93% |
| 28 | LATTICE SEMICONDUCTOR CORP (LSCC US) | LSCC | 57,637 | $3.3M | 0.82% |
| 29 | MALIBU BOATS INC - A (MBUU US) | MBUU | 79,966 | $3.0M | 0.75% |
| 30 | ZENTALIS PHARMACEUTICALS INC (ZNTL US) | ZNTL | 961,486 | $2.9M | 0.73% |
| 31 | ROBINHOOD MARKETS INC - A (HOOD US) | 770700102 | 76,793 | $2.9M | 0.72% |
| 32 | ATLASSIAN CORP -CLASS A (TEAM US) | TEAM | 10,573 | $2.6M | 0.65% |
| 33 | HUBSPOT INC (HUBS US) | HUBS | 3,265 | $2.3M | 0.57% |
| 34 | HIMS & HERS HEALTH INC (HIMS US) | HIMS | 92,645 | $2.2M | 0.56% |
| 35 | MERCADOLIBRE INC (MELI US) | MELI | 1,288 | $2.2M | 0.55% |
| 36 | CROWDSTRIKE HOLDINGS INC - A (CRWD US) | CRWD | 5,942 | $2.0M | 0.51% |
| 37 | MICRON TECHNOLOGY INC (MU US) | MU | 22,021 | $1.9M | 0.47% |