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Tybourne Capital Management HK LTD

Q1 2024 Holdings

Filed 2024-05-15 | 41 holdings | $584.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Canadian Pacific Kansas City (CP US)(CP)COM13646K108$71.6M812,59912.2%
Texas Instruments Inc (TXN US)(TXN)COM882508104$62.3M357,69210.7%
Iqvia Holdings Inc (IQV US)(IQV)COM46266C105$47.8M189,0908.2%
Linde PLC (LIN US)(LIN)SHSG54950103$45.9M98,7557.8%
Bicycle Therapeutics Ltd-ADR (Bcyc US)(BCYC)SPONSORED ADS088786108$38.5M1,545,0266.6%
Zillow Group Inc - A (ZG US)(ZG)CL A98954M101$37.4M781,9626.4%
Amazon.com Inc (Amzn US)(AMZN)COM023135106$34.8M192,7755.9%
Epam Systems Inc (Epam US)(EPAM)COM29414B104$33.0M119,4125.6%
Visa Inc-Class A Shares (V US)(V)COM CL A92826C839$32.1M114,9595.5%
S&P Global Inc (Spgi US)(SPGI)COM78409V104$30.8M72,4065.3%
SEA Ltd-ADR (SE US)(SE)SPONSORD ADS81141R100$27.5M512,7354.7%
KE Holdings Inc-ADR (Beke US)(BEKE)SPONSORED ADS482497104$23.2M1,688,2684.0%
Stoneco Ltd-A (Stne US)(STNE)COM CL AG85158106$22.0M1,323,5153.8%
Acelyrin Inc (Slrn US)COM00445A100$19.6M2,906,6293.4%
Zentalis Pharmaceuticals Inc (Zntl US)(ZNTL)COM98943L107$15.2M961,4862.6%
Taysha Gene Therapies Inc (Tsha US)(TSHA)COM SHS877619106$10.6M3,700,0001.8%
Doordash Inc - A (Dash US)(DASH)CL A25809K105$2.6M18,8620.4%
Forte Biosciences Inc (Fbrx US)(TOCAEUR)COM34962G109$2.5M3,624,5480.4%
Seagate Technology Holdings (STX US)(STX)ORD SHSG7997R103$2.5M26,8030.4%
Micron Technology Inc (MU US)(MU)COM595112103$2.4M20,5300.4%
Block Inc (SQ US)(XYZ)CL A852234103$2.2M25,7150.4%
Procore Technologies Inc (Pcor US)(PCOR)COM74275K108$2.0M24,3110.3%
Meta Platforms Inc-Class A (Meta US)(META)CL A30303M102$1.7M3,5600.3%
Nvidia Corp (Nvda US)(NVDA)COM67066G104$1.7M1,8570.3%
International Money Express (Imxi US)(IMXI)COM46005L101$1.6M70,2220.3%
Global Payments Inc (GPN US)(GPN)COM37940X102$1.6M11,9320.3%
Mercadolibre Inc (Meli US)(MELI)COM58733R102$1.4M9410.2%
Cargurus Inc (Carg US)(CARG)COM CL A141788109$1.4M61,3250.2%
Smartsheet Inc-Class A (Smar US)(SMARGBP)COM CL A83200N103$1.4M35,2830.2%
Taiwan Semiconductor-Sp ADR (TSM US)(TSM)SPONSORED ADS874039100$1.3M9,4110.2%
Microsoft Corp (Msft US)(MSFT)COM594918104$952.9K2,2650.2%
Ziprecruiter Inc-A (ZIP US)(ZIP)CL A98980B103$944.6K82,2120.2%
Palo Alto Networks Inc (Panw US)(PANW)COM697435105$916.3K3,2250.2%
JSC Kaspi.kz ADR (Kspi US)(KSPI)SPONSORED ADS48581R205$759.6K5,9050.1%
Nextera Energy Inc (NEE US)(NEE)COM65339F101$732.2K11,4560.1%
Applied Materials Inc (Amat US)(AMAT)COM038222105$715.4K3,4690.1%
Opendoor Technologies Inc (Open US)(OPEN)COM683712103$684.1K225,7790.1%
Nerdwallet Inc-Cl A (Nrds US)(NRDS)COM CL A64082B102$661.5K45,0000.1%