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Tybourne Capital Management HK LTD

Q3 2024 Holdings

Filed 2024-11-14 | 34 holdings | $356.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Texas Instruments Inc (TXN US)(TXN)COM882508104$50.1M242,72514.1%
Canadian Pacific Kansas City (CP US)(CP)COM13646K108$49.0M572,99913.7%
LPL Financial Holdings Inc (Lpla US)(LPLA)COM50212V100$40.2M172,70011.3%
Epam Systems Inc (Epam US)(EPAM)COM29414B104$36.8M185,01210.3%
Iqvia Holdings Inc (IQV US)(IQV)COM46266C105$35.7M150,79010.0%
Bicycle Therapeutics Ltd-ADR (Bcyc US)(BCYC)SPONSORED ADS088786108$31.6M1,394,5358.8%
Amazon.com Inc (Amzn US)(AMZN)COM023135106$19.9M106,8485.6%
S&P Global Inc (Spgi US)(SPGI)COM78409V104$18.3M35,5065.1%
Acelyrin Inc (Slrn US)COM00445A100$14.3M2,906,6294.0%
Linde PLC (LIN US)(LIN)SHSG54950103$9.2M19,2552.6%
Taysha Gene Therapies Inc (Tsha US)(TSHA)COM SHS877619106$7.4M3,700,0002.1%
Seagate Technology Holdings (STX US)(STX)ORD SHSG7997R103$4.4M39,9941.2%
Taiwan Semiconductor-Sp ADR (TSM US)(TSM)SPONSORED ADS874039100$3.7M21,0281.0%
Zentalis Pharmaceuticals Inc (Zntl US)(ZNTL)COM98943L107$3.5M961,4861.0%
Cargurus Inc (Carg US)(CARG)COM CL A141788109$3.0M99,9810.8%
Micron Technology Inc (MU US)(MU)COM595112103$2.7M25,8840.8%
Zillow Group Inc - A (ZG US)(ZG)CL A98954M101$2.5M40,9530.7%
Nextera Energy Inc (NEE US)(NEE)COM65339F101$2.2M26,3310.6%
Mercadolibre Inc (Meli US)(MELI)COM58733R102$2.2M1,0770.6%
Sunrun Inc (RUN US)(RUN)COM86771W105$2.2M120,1830.6%
Block Inc (SQ US)(XYZ)CL A852234103$2.0M30,4890.6%
Nvidia Corp (Nvda US)(NVDA)COM67066G104$2.0M16,8260.6%
Cellebrite DI LTD (Clbt US)(CLBT)ORDINARY SHARESM2197Q107$1.9M115,6150.5%
Autodesk Inc (Adsk US)(ADSK)COM052769106$1.9M6,8320.5%
Doordash Inc - A (Dash US)(DASH)CL A25809K105$1.7M12,0900.5%
Hims & Hers Health Inc (Hims US)(HIMS)COM CL A433000106$1.7M90,7560.5%
Meta Platforms Inc-Class A (Meta US)(META)CL A30303M102$1.5M2,6100.4%
Informatica Inc - Class A (Infa US)(INFA1EUR)COM CL A45674M101$1.5M58,7070.4%
Crowdstrike Holdings Inc - A (Crwd US)(CRWD)CL A22788C105$1.1M3,8920.3%
Forte Biosciences Inc (Fbrx US)(FBRX)COM NEW34962G208$810.4K144,9810.2%
Cisco Systems Inc (Csco US)(CSCO)COM17275R102$744.4K13,9880.2%
Chipotle Mexican Grill Inc (CMG US)(CMG)COM169656105$742.1K12,8790.2%