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Tybourne Capital Management HK LTD

Q4 2023 Holdings

Filed 2024-02-14 | 39 holdings | $671.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Canadian Pacific Kansas City (CP US)(CP)COM13646K108$73.5M929,39910.9%
S&P Global Inc (Spgi US)(SPGI)COM78409V104$57.0M129,5068.5%
Microsoft Corp (Msft US)(MSFT)COM594918104$53.3M141,6887.9%
Visa Inc-Class A Shares (V US)(V)COM CL A92826C839$51.6M198,1597.7%
Epam Systems Inc (Epam US)(EPAM)COM29414B104$41.9M141,0126.2%
Iqvia Holdings Inc (IQV US)(IQV)COM46266C105$40.6M175,4906.0%
Linde PLC (LIN US)(LIN)SHSG54950103$39.8M96,8555.9%
Texas Instruments Inc (TXN US)(TXN)COM882508104$35.3M206,9155.3%
Amazon.com Inc (Amzn US)(AMZN)COM023135106$33.6M221,0085.0%
KE Holdings Inc-ADR (Beke US)(BEKE)SPONSORED ADS482497104$31.8M1,962,1684.7%
Bicycle Therapeutics Ltd-ADR (Bcyc US)(BCYC)SPONSORED ADS088786108$29.8M1,650,3204.4%
H World Group Ltd-ADR (Htht US)(HTHT)SPONSORED ADS44332N106$27.9M835,4124.2%
Stoneco Ltd-A (Stne US)(STNE)COM CL AG85158106$27.3M1,514,4154.1%
Zillow Group Inc - A (ZG US)(ZG)CL A98954M101$25.2M444,1753.8%
Acelyrin Inc (Slrn US)COM00445A100$21.7M2,906,6293.2%
SEA Ltd-ADR (SE US)(SE)SPONSORD ADS81141R100$17.6M435,3352.6%
Lianbio-ADR (Lian US)SPONSORED ADS53000N108$15.2M3,398,8902.3%
Zentalis Pharmaceuticals Inc (Zntl US)(ZNTL)COM98943L107$14.6M961,4862.2%
Taysha Gene Therapies Inc (Tsha US)(TSHA)COM SHS877619106$6.5M3,700,0001.0%
Block Inc (SQ US)(XYZ)CL A852234103$3.0M39,0570.5%
Forte Biosciences Inc (Fbrx US)(TOCAEUR)COM34962G109$3.0M3,624,5480.4%
International Money Express (Imxi US)(IMXI)COM46005L101$2.7M122,4200.4%
Doordash Inc - A (Dash US)(DASH)CL A25809K105$2.5M25,0750.4%
Mercadolibre Inc (Meli US)(MELI)COM58733R102$2.1M1,3400.3%
Meta Platforms Inc-Class A (Meta US)(META)CL A30303M102$2.0M5,7470.3%
Global Payments Inc (GPN US)(GPN)COM37940X102$1.6M12,8590.2%
Nvidia Corp (Nvda US)(NVDA)COM67066G104$1.5M3,0950.2%
Seagate Technology Holdings (STX US)(STX)ORD SHSG7997R103$1.5M17,0580.2%
Procore Technologies Inc (Pcor US)(PCOR)COM74275K108$1.3M19,3970.2%
Taiwan Semiconductor-Sp ADR (TSM US)(TSM)SPONSORED ADS874039100$1.2M11,3680.2%
Micron Technology Inc (MU US)(MU)COM595112103$1.0M11,8940.2%
Cargurus Inc (Carg US)(CARG)COM CL A141788109$1.0M41,7210.2%
Opendoor Technologies Inc (Open US)(OPEN)COM683712103$822.8K183,6710.1%
Mongodb Inc (MDB US)(MDB)CL A60937P106$800.9K1,9590.1%
Planet Fitness Inc - CL A (Plnt US)(PLNT)CL A72703H101$773.8K10,6000.1%