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Tybourne Capital Management HK LTD

Q3 2023 Holdings

Filed 2023-11-14 | 41 holdings | $715.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Canadian Pacific Kansas City (CP US)(CP)COM13646K108$74.0M994,19910.3%
Microsoft Corp (Msft US)(MSFT)COM594918104$67.2M212,7409.4%
Visa Inc-Class A Shares (V US)(V)COM CL A92826C839$64.6M280,9599.0%
S&P Global Inc (Spgi US)(SPGI)COM78409V104$59.9M163,8858.4%
Linde PLC (LIN US)(LIN)SHSG54950103$52.0M139,5827.3%
Amazon.com Inc (Amzn US)(AMZN)COM023135106$51.2M403,1337.2%
H World Group Ltd-ADR (Htht US)(HTHT)SPONSORED ADS44332N106$42.2M1,070,9935.9%
Texas Instruments Inc (TXN US)(TXN)COM882508104$40.5M254,7625.7%
KE Holdings Inc-ADR (Beke US)(BEKE)SPONSORED ADS482497104$39.6M2,553,9005.5%
Epam Systems Inc (Epam US)(EPAM)COM29414B104$39.0M152,3775.4%
Iqvia Holdings Inc (IQV US)(IQV)COM46266C105$37.9M192,4085.3%
Bicycle Therapeutics Ltd-ADR (Bcyc US)(BCYC)SPONSORED ADS088786108$25.8M1,281,8203.6%
SEA Ltd-ADR (SE US)(SE)SPONSORD ADS81141R100$25.3M576,4053.5%
Acelyrin Inc (Slrn US)COM00445A100$22.7M2,230,4423.2%
Stoneco Ltd-A (Stne US)(STNE)COM CL AG85158106$20.4M1,911,4232.8%
Zentalis Pharmaceuticals Inc (Zntl US)(ZNTL)COM98943L107$19.3M961,4862.7%
Lianbio-ADR (Lian US)SPONSORED ADS53000N108$4.9M3,303,5730.7%
Taysha Gene Therapies Inc (Tsha US)(TSHA)COM SHS877619106$4.7M1,500,0000.7%
Forte Biosciences Inc (Fbrx US)(TOCAEUR)COM34962G109$2.4M3,624,5480.3%
Icici Bank Ltd-Spon ADR (IBN US)(IBN)ADR45104G104$2.3M98,8000.3%
Doordash Inc - A (Dash US)(DASH)CL A25809K105$1.8M23,0340.3%
Mercadolibre Inc (Meli US)(MELI)COM58733R102$1.5M1,1900.2%
Nvidia Corp (Nvda US)(NVDA)COM67066G104$1.5M3,4370.2%
Taiwan Semiconductor-Sp ADR (TSM US)(TSM)SPONSORED ADS874039100$1.4M16,6740.2%
ON Semiconductor (on US)(ON)COM682189105$1.4M15,4780.2%
ZTO Express Cayman Inc-ADR (ZTO US)(ZTO)SPONSORED ADS A98980A105$1.4M57,7000.2%
Zillow Group Inc - A (ZG US)(ZG)CL A98954M101$1.4M31,1170.2%
International Money Express (Imxi US)(IMXI)COM46005L101$1.3M76,5370.2%
Coupang Inc (Cpng US)(CPNG)CL A22266T109$1.2M73,4560.2%
Global Payments Inc (GPN US)(GPN)COM37940X102$1.2M10,6970.2%
Block Inc (SQ US)(XYZ)CL A852234103$1.1M25,4700.2%
Okta Inc (Okta US)(OKTA)CL A679295105$944.9K11,5920.1%
Criteo SA-Spon ADR (Crto US)(CRTO)SPONS ADS226718104$868.4K29,7400.1%
Mongodb Inc (MDB US)(MDB)CL A60937P106$861.9K2,4920.1%
LAM Research Corp (Lrcx US)(LRCXEUR)COM512807108$579.8K9250.1%
Procore Technologies Inc (Pcor US)(PCOR)COM74275K108$559.9K8,5710.1%
Opendoor Technologies Inc (Open US)(OPEN)COM683712103$361.6K136,9790.1%
Seagate Technology Holdings (STX US)(STX)ORD SHSG7997R103$230.2K3,4900.0%