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TYBOURNE CAPITAL MANAGEMENT (HK) LTD

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13F filer, CIK 1553936, HONG KONG, Hong Kong

TYBOURNE CAPITAL MANAGEMENT (HK) LTD reported $491,727,539 across 36 holdings for the quarter ended 2024-06-30, in a 13F-HR filed 2024-08-14. Its ten largest share positions make up 76.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001553936-24-000005

Period
2024-06-30
Reported value
$492M
Holdings
36
Top 10 weight
76.35%
New
5
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MELIadded+17,705$29.1M
EPAMadded+93,200$17.5M
ZGadded+117,276$5.28M
OKTAnew+24,504$2.29M
ESTCnew+17,528$2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Vexited-114,959-$32.1M
STNEexited-1,323,515-$22M
LINreduced-35,300-$15.5M
CPreduced-154,600-$12.2M
TXNreduced-59,743-$11.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2024

Share positions as resolved from 13F-HR 0001553936-24-000005, largest first. % of portfolio is the value over $491,727,539, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 206,915 shares; 2024Q1: 357,692 shares; 2024Q2: 297,949 shares 297,949$58M11.79%-59,743Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 929,399 shares; 2024Q1: 812,599 shares; 2024Q2: 657,999 shares 657,999$51.8M10.54%-154,600Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 444,175 shares; 2024Q1: 781,962 shares; 2024Q2: 899,238 shares 899,238$40.5M8.24%+117,276Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 141,012 shares; 2024Q1: 119,412 shares; 2024Q2: 212,612 shares 212,612$40M8.13%+93,200Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 175,490 shares; 2024Q1: 189,090 shares; 2024Q2: 152,890 shares 152,890$32.3M6.57%-36,200Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 221,008 shares; 2024Q1: 192,775 shares; 2024Q2: 160,232 shares 160,232$31M6.3%-32,543Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 129,506 shares; 2024Q1: 72,406 shares; 2024Q2: 69,306 shares 69,306$30.9M6.29%-3,100Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,340 shares; 2024Q1: 941 shares; 2024Q2: 18,646 shares 18,646$30.6M6.23%+17,705Timeline
BCYCBICYCLE THERAPEUTICS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,650,320 shares; 2024Q1: 1,545,026 shares; 2024Q2: 1,509,713 shares 1,509,713$30.6M6.21%-35,313Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 435,335 shares; 2024Q1: 512,735 shares; 2024Q2: 416,635 shares 416,635$29.8M6.05%-96,100Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,855 shares; 2024Q1: 98,755 shares; 2024Q2: 63,455 shares 63,455$27.8M5.66%-35,300Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,962,168 shares; 2024Q1: 1,688,268 shares; 2024Q2: 1,706,568 shares 1,706,568$24.1M4.91%+18,300Timeline
ACELYRIN INCACELYRIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,906,629 shares; 2024Q1: 2,906,629 shares; 2024Q2: 2,906,629 shares 2,906,629$12.8M2.61%0
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,700,000 shares; 2024Q1: 3,700,000 shares; 2024Q2: 3,700,000 shares 3,700,000$8.29M1.69%0Timeline
ZNTLZENTALIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 961,486 shares; 2024Q1: 961,486 shares; 2024Q2: 961,486 shares 961,486$3.93M0.8%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,368 shares; 2024Q1: 9,411 shares; 2024Q2: 20,169 shares 20,169$3.51M0.71%+10,758Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,058 shares; 2024Q1: 26,803 shares; 2024Q2: 31,791 shares 31,791$3.28M0.67%+4,988Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,721 shares; 2024Q1: 61,325 shares; 2024Q2: 102,293 shares 102,293$2.68M0.55%+40,968Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,057 shares; 2024Q1: 25,715 shares; 2024Q2: 39,718 shares 39,718$2.56M0.52%+14,003Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 24,504 shares 24,504$2.29M0.47%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,894 shares; 2024Q1: 20,530 shares; 2024Q2: 15,892 shares 15,892$2.09M0.43%-4,638Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,528 shares 17,528$2M0.41%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,450 shares 9,450$1.99M0.4%newTimeline
FORTE BIOSCIENCES INCFORTE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,624,548 shares; 2024Q1: 3,624,548 shares; 2024Q2: 3,624,548 shares 3,624,548$1.95M0.4%0
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,075 shares; 2024Q1: 18,862 shares; 2024Q2: 17,397 shares 17,397$1.89M0.38%-1,465Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,747 shares; 2024Q1: 3,560 shares; 2024Q2: 3,587 shares 3,587$1.81M0.37%+27Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,456 shares; 2024Q2: 25,024 shares 25,024$1.77M0.36%+13,568Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,193 shares 9,193$1.69M0.34%newTimeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,859 shares; 2024Q1: 11,932 shares; 2024Q2: 17,371 shares 17,371$1.68M0.34%+5,439Timeline
SMARTSHEET INC. (CLASS A)SMARTSHEET INC. (CLASS A)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 35,283 shares; 2024Q2: 37,232 shares 37,232$1.64M0.33%+1,949
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 3,469 shares; 2024Q2: 6,890 shares 6,890$1.63M0.33%+3,421Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,095 shares; 2024Q1: 1,857 shares; 2024Q2: 11,466 shares 11,466$1.42M0.29%+9,609Timeline
IMXIINTERNATIONAL MONEY EXPRESSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 122,420 shares; 2024Q1: 70,222 shares; 2024Q2: 67,879 shares 67,879$1.41M0.29%-2,343Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,905 shares; 2024Q2: 7,219 shares 7,219$931K0.19%+1,314Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,461 shares 11,461$757K0.15%newTimeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 183,671 shares; 2024Q1: 225,779 shares; 2024Q2: 165,631 shares 165,631$305K0.06%-60,148Timeline

Sold out in Q2 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VVISA INC114,959$32.1Mshares
STNESTONECO LTD1,323,515$22Mshares
PCORPROCORE TECHNOLOGIES INC24,311$2Mshares
MSFTMICROSOFT CORP2,265$953Kshares
ZIPZIPRECRUITER INC82,212$945Kshares
PANWPALO ALTO NETWORKS INC3,225$916Kshares
NRDSNERDWALLET INC45,000$662Kshares

How Q2 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001553936-24-000005 base2024-08-14acceptance time not in the bulk data set