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Tybourne Capital Management HK LTD

Q1 2023 Holdings

Filed 2023-05-15 | 49 holdings | $993.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Canadian Pacific Railway LTD (CP US)COM13645T100$87.9M1,142,8008.9%
Microsoft Corp (Msft US)(MSFT)COM594918104$87.5M303,5348.8%
Amazon.com Inc (Amzn US)(AMZN)COM023135106$73.4M710,7027.4%
Visa Inc-Class A Shares (V US)(V)COM CL A92826C839$73.1M324,1647.4%
Linde PLC (LIN US)(LIN)SHSG54950103$65.9M185,2886.6%
S&P Global Inc (Spgi US)(SPGI)COM78409V104$65.2M189,2366.6%
Mercadolibre Inc (Meli US)(MELI)COM58733R102$65.2M49,4916.6%
KE Holdings Inc-ADR (Beke US)(BEKE)SPONSORED ADS482497104$49.6M2,630,8475.0%
Meta Platforms Inc-Class A (Meta US)(META)CL A30303M102$44.8M211,5654.5%
Iqvia Holdings Inc (IQV US)(IQV)COM46266C105$44.3M222,5834.5%
SEA Ltd-ADR (SE US)(SE)SPONSORD ADS81141R100$42.6M491,6554.3%
H World Group Ltd-ADR (Htht US)(HTHT)SPONSORED ADS44332N106$40.8M832,8594.1%
Bicycle Therapeutics Ltd-ADR (Bcyc US)(BCYC)SPONSORED ADS088786108$30.0M1,408,8313.0%
Shopify Inc - Class A (Shop US)(SHOP)CL A82509L107$29.7M620,2103.0%
LAM Research Corp (Lrcx US)(LRCXEUR)COM512807108$29.6M55,7793.0%
Zentalis Pharmaceuticals Inc (Zntl US)(ZNTL)COM98943L107$28.1M1,632,2892.8%
Nvidia Corp (Nvda US)(NVDA)COM67066G104$27.0M97,1772.7%
Mongodb Inc (MDB US)(MDB)CL A60937P106$23.5M100,6232.4%
Stoneco Ltd-A (Stne US)(STNE)COM CL AG85158106$21.0M2,203,9702.1%
Texas Instruments Inc (TXN US)(TXN)COM882508104$16.9M91,0001.7%
Twilio Inc - A (Twlo US)(TWLO)CL A90138F102$15.9M237,9181.6%
Snowflake Inc-Class A (Snow US)(SNOW)CL A833445109$13.5M87,7061.4%
Lianbio-ADR (Lian US)SPONSORED ADS53000N108$6.5M3,303,5730.7%
ON Semiconductor (on US)(ON)COM682189105$1.3M16,0170.1%
Taysha Gene Therapies Inc (Tsha US)(TSHA)COM SHS877619106$1.2M1,500,0000.1%
Zillow Group Inc - A (ZG US)(ZG)CL A98954M101$1.1M24,8900.1%
Duolingo (Duol US)(DUOL)CL A COM26603R106$884.8K6,2050.1%
Electronic Arts Inc (EA US)(EA)COM285512109$822.2K6,8260.1%
Spotify Technology SA (Spot US)(SPOT)SHSL8681T102$813.6K6,0890.1%
Qualcomm Inc (Qcom US)(QCOM)COM747525103$784.9K6,1520.1%
Walt Disney Co (DIS US)(DIS)COM254687106$779.6K7,7860.1%
Block Inc (SQ US)(XYZ)CL A852234103$768.2K11,1900.1%
Opendoor Technologies Inc (Open US)(OPEN)COM683712103$553.7K314,6110.1%
International Money Express (Imxi US)(IMXI)COM46005L101$501.2K19,4430.1%
Asml Holding NV-Ny REG SHS (Asml US)(ASML)N Y REGISTRY SHSN07059210$422.7K6210.0%
Ansys Inc (Anss US)(AKX)COM03662Q105$415.7K1,2490.0%
Taiwan Semiconductor-Sp ADR (TSM US)(TSM)SPONSORED ADS874039100$300.6K3,2320.0%
Etsy Inc (Etsy US)(ETSY)COM29786A106$264.7K2,3780.0%
Coupang Inc (Cpng US)(CPNG)CL A22266T109$156.9K9,8080.0%
Jd.com Inc-ADR (JD US)(JD)SPON ADR CL A47215P106$108.9K2,4810.0%
Kanzhun LTD - ADR (BZ US)(BZ)SPONSORED ADS48553T106$97.1K5,1030.0%