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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 $356,727,177 across 32 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14. Its ten largest share positions make up 85.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001553936-24-000007

Period
2024-09-30
Reported value
$357M
Holdings
32
Top 10 weight
85.56%
New
10
Sold out
14

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LPLAnew+172,700$40.2M
RUNnew+120,183$2.17M
CLBTnew+115,615$1.95M
ADSKnew+6,832$1.88M
HIMSnew+90,756$1.67M

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
ZGreduced-858,285-$53.2M
MELIreduced-17,569-$36.1M
SEexited-416,635-$29.8M
BEKEexited-1,706,568-$24.1M
LINreduced-44,200-$21.1M

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, Q3 2024

Share positions as resolved from 13F-HR 0001553936-24-000007, largest first. % of portfolio is the value over $356,727,177, 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 206,915 shares; 2024Q1: 357,692 shares; 2024Q2: 297,949 shares; 2024Q3: 242,725 shares 242,725$50.1M14.06%-55,224Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 929,399 shares; 2024Q1: 812,599 shares; 2024Q2: 657,999 shares; 2024Q3: 572,999 shares 572,999$49M13.74%-85,000Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 172,700 shares 172,700$40.2M11.26%newTimeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 141,012 shares; 2024Q1: 119,412 shares; 2024Q2: 212,612 shares; 2024Q3: 185,012 shares 185,012$36.8M10.32%-27,600Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 175,490 shares; 2024Q1: 189,090 shares; 2024Q2: 152,890 shares; 2024Q3: 150,790 shares 150,790$35.7M10.02%-2,100Timeline
BCYCBICYCLE THERAPEUTICS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,650,320 shares; 2024Q1: 1,545,026 shares; 2024Q2: 1,509,713 shares; 2024Q3: 1,394,535 shares 1,394,535$31.6M8.85%-115,178Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 221,008 shares; 2024Q1: 192,775 shares; 2024Q2: 160,232 shares; 2024Q3: 106,848 shares 106,848$19.9M5.58%-53,384Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 129,506 shares; 2024Q1: 72,406 shares; 2024Q2: 69,306 shares; 2024Q3: 35,506 shares 35,506$18.3M5.14%-33,800Timeline
ACELYRIN INCACELYRIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,906,629 shares; 2024Q1: 2,906,629 shares; 2024Q2: 2,906,629 shares; 2024Q3: 2,906,629 shares 2,906,629$14.3M4.02%0
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 96,855 shares; 2024Q1: 98,755 shares; 2024Q2: 63,455 shares; 2024Q3: 19,255 shares 19,255$9.18M2.57%-44,200Timeline
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,700,000 shares; 2024Q1: 3,700,000 shares; 2024Q2: 3,700,000 shares; 2024Q3: 3,700,000 shares 3,700,000$7.44M2.08%0Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,058 shares; 2024Q1: 26,803 shares; 2024Q2: 31,791 shares; 2024Q3: 39,994 shares 39,994$4.38M1.23%+8,203Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,368 shares; 2024Q1: 9,411 shares; 2024Q2: 20,169 shares; 2024Q3: 21,028 shares 21,028$3.65M1.02%+859Timeline
ZNTLZENTALIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 961,486 shares; 2024Q1: 961,486 shares; 2024Q2: 961,486 shares; 2024Q3: 961,486 shares 961,486$3.54M0.99%0Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,721 shares; 2024Q1: 61,325 shares; 2024Q2: 102,293 shares; 2024Q3: 99,981 shares 99,981$3M0.84%-2,312Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,894 shares; 2024Q1: 20,530 shares; 2024Q2: 15,892 shares; 2024Q3: 25,884 shares 25,884$2.68M0.75%+9,992Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 444,175 shares; 2024Q1: 781,962 shares; 2024Q2: 899,238 shares; 2024Q3: 40,953 shares 40,953$2.54M0.71%-858,285Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,456 shares; 2024Q2: 25,024 shares; 2024Q3: 26,331 shares 26,331$2.23M0.62%+1,307Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,340 shares; 2024Q1: 941 shares; 2024Q2: 18,646 shares; 2024Q3: 1,077 shares 1,077$2.21M0.62%-17,569Timeline
RUNSUNRUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 120,183 shares 120,183$2.17M0.61%newTimeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,057 shares; 2024Q1: 25,715 shares; 2024Q2: 39,718 shares; 2024Q3: 30,489 shares 30,489$2.05M0.57%-9,229Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,095 shares; 2024Q1: 1,857 shares; 2024Q2: 11,466 shares; 2024Q3: 16,826 shares 16,826$2.04M0.57%+5,360Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 115,615 shares 115,615$1.95M0.55%newTimeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,832 shares 6,832$1.88M0.53%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,075 shares; 2024Q1: 18,862 shares; 2024Q2: 17,397 shares; 2024Q3: 12,090 shares 12,090$1.73M0.48%-5,307Timeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 90,756 shares 90,756$1.67M0.47%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,747 shares; 2024Q1: 3,560 shares; 2024Q2: 3,587 shares; 2024Q3: 2,610 shares 2,610$1.49M0.42%-977Timeline
INFORMATICA INCINFORMATICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 58,707 shares 58,707$1.48M0.42%new
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,892 shares 3,892$1.09M0.31%newTimeline
FBRXFORTE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 144,981 shares 144,981$810K0.23%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,988 shares 13,988$744K0.21%newTimeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,879 shares 12,879$742K0.21%newTimeline

Sold out in Q3 2024

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

SecurityShares beforeValue beforeType
SESEA LTD416,635$29.8Mshares
BEKEKE HLDGS INC1,706,568$24.1Mshares
OKTAOKTA INC24,504$2.29Mshares
ESTCELASTIC N V17,528$2Mshares
AAPLAPPLE INC9,450$1.99Mshares
FORTE BIOSCIENCES INCFORTE BIOSCIENCES INC3,624,548$1.95Mshares
GOOGALPHABET INC9,193$1.69Mshares
GPNGLOBAL PMTS INC17,371$1.68Mshares
SMARTSHEET INC. (CLASS A)SMARTSHEET INC. (CLASS A)37,232$1.64Mshares
AMATAPPLIED MATLS INC6,890$1.63Mshares
IMXIINTERNATIONAL MONEY EXPRESS67,879$1.41Mshares
KSPIKASPI KZ JSC7,219$931Kshares
SHOPSHOPIFY INC11,461$757Kshares
OPENOPENDOOR TECHNOLOGIES INC165,631$305Kshares

How Q3 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 0001553936-24-000007 base2024-11-14acceptance time not in the bulk data set