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Size ($ in 1000's)
At 12/31/2023: $671,157
At 09/30/2023: $715,692
Tybourne Capital Management HK Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tybourne Capital Management HK Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Tybourne Capital Management HK Ltd. top holdings by largest position size, as per the latest 13f filing made by Tybourne Capital Management HK Ltd..
In the Tybourne Capital Management HK Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Tybourne Capital Management HK Ltd. in that top holding, then the share count change between reporting periods, and finally the Tybourne Capital Management HK Ltd. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| CANADIAN PACIFIC KANSAS CITY CP US |
929,399 |
-64,800 |
$73,478 | | CP | 929,399 | -64,800 | $73,478 | | S&P GLOBAL INC SPGI US |
129,506 |
-34,379 |
$57,050 | | SPGI | 129,506 | -34,379 | $57,050 | | MICROSOFT CORP MSFT US |
141,688 |
-71,052 |
$53,280 | | MSFT | 141,688 | -71,052 | $53,280 | | VISA INC CLASS A SHARES V US (V) |
198,159 |
-82,800 |
$51,591 | | V | 198,159 | -82,800 | $51,591 | | EPAM SYSTEMS INC EPAM US |
141,012 |
-11,365 |
$41,929 | | EPAM | 141,012 | -11,365 | $41,929 | | IQVIA HOLDINGS INC IQV US |
175,490 |
-16,918 |
$40,605 | | IQV | 175,490 | -16,918 | $40,605 | | LINDE PLC LIN US |
96,855 |
-42,727 |
$39,779 | | LIN | 96,855 | -42,727 | $39,779 | | TEXAS INSTRUMENTS INC TXN US |
206,915 |
-47,847 |
$35,271 | | TXN | 206,915 | -47,847 | $35,271 | | AMAZON.COM INC AMZN US |
221,008 |
-182,125 |
$33,580 | | AMZN | 221,008 | -182,125 | $33,580 | | KE HOLDINGS INC ADR BEKE US |
1,962,168 |
-591,732 |
$31,807 | | BEKE | 1,962,168 | -591,732 | $31,807 | | BICYCLE THERAPEUTICS LTD ADR BCYC US |
1,650,320 |
+368,500 |
$29,838 | | BCYC | 1,650,320 | +368,500 | $29,838 | | H WORLD GROUP LTD ADR HTHT US |
835,412 |
-235,581 |
$27,936 | | HTHT | 835,412 | -235,581 | $27,936 | | STONECO LTD A STNE US |
1,514,415 |
-397,008 |
$27,305 | | STNE | 1,514,415 | -397,008 | $27,305 | | ZILLOW GROUP INC A ZG US |
444,175 |
+413,058 |
$25,194 | | ZG | 444,175 | +413,058 | $25,194 | | ACELYRIN INC SLRN US |
2,906,629 |
+676,187 |
$21,683 | | SLRN | 2,906,629 | +676,187 | $21,683 | | SEA LTD ADR SE US |
435,335 |
-141,070 |
$17,631 | | SE | 435,335 | -141,070 | $17,631 | | LIANBIO ADR LIAN US |
3,398,890 |
+95,317 |
$15,193 | | LIAN | 3,398,890 | +95,317 | $15,193 | | ZENTALIS PHARMACEUTICALS INC ZNTL US |
961,486 |
UNCH |
$14,567 | | ZNTL | 961,486 | UNCH | $14,567 | | TAYSHA GENE THERAPIES INC TSHA US |
3,700,000 |
+2,200,000 |
$6,549 | | TSHA | 3,700,000 | +2,200,000 | $6,549 | | BLOCK INC SQ US |
39,057 |
+13,587 |
$3,021 | | SQ | 39,057 | +13,587 | $3,021 | | FORTE BIOSCIENCES INC FBRX US |
3,624,548 |
UNCH |
$2,978 | | FBRX | 3,624,548 | UNCH | $2,978 | | INTERNATIONAL MONEY EXPRESS IMXI US |
122,420 |
+45,883 |
$2,704 | | IMXI | 122,420 | +45,883 | $2,704 | | DOORDASH INC A DASH US |
25,075 |
+2,041 |
$2,480 | | DASH | 25,075 | +2,041 | $2,480 | | MERCADOLIBRE INC MELI US |
1,340 |
+150 |
$2,106 | | MELI | 1,340 | +150 | $2,106 | | META PLATFORMS INC CLASS A META US |
5,747 |
+5,747 |
$2,034 | | META | 5,747 | +5,747 | $2,034 | | GLOBAL PAYMENTS INC GPN US |
12,859 |
+2,162 |
$1,633 | | GPN | 12,859 | +2,162 | $1,633 | | NVIDIA CORP NVDA US |
3,095 |
-342 |
$1,533 | | NVDA | 3,095 | -342 | $1,533 | | SEAGATE TECHNOLOGY HOLDINGS STX US |
17,058 |
+13,568 |
$1,456 | | STX | 17,058 | +13,568 | $1,456 | | PROCORE TECHNOLOGIES INC PCOR US |
19,397 |
+10,826 |
$1,343 | | PCOR | 19,397 | +10,826 | $1,343 | | TAIWAN SEMICONDUCTOR SP ADR TSM US |
11,368 |
-5,306 |
$1,182 | | TSM | 11,368 | -5,306 | $1,182 | | MICRON TECHNOLOGY INC MU US |
11,894 |
+11,894 |
$1,015 | | MU | 11,894 | +11,894 | $1,015 | | CARGURUS INC CARG US |
41,721 |
+41,721 |
$1,008 | | CARG | 41,721 | +41,721 | $1,008 | | OPENDOOR TECHNOLOGIES INC OPEN US |
183,671 |
+46,692 |
$823 | | OPEN | 183,671 | +46,692 | $823 | | MONGODB INC MDB US |
1,959 |
-533 |
$801 | | MDB | 1,959 | -533 | $801 |
See Full List: All Stocks Held By Tybourne Capital Management HK Ltd.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Tybourne Capital Management HK Ltd.
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