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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 $398,376,941 across 33 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-14. Its ten largest share positions make up 70.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001553936-25-000002

Period
2024-12-31
Reported value
$398M
Holdings
33
Top 10 weight
70.46%
New
7
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ADSKadded+122,994$36.4M
DASHadded+136,832$23M
LSCCnew+384,737$21.8M
Znew+206,673$15.3M
FBRXadded+475,000$10.8M

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
LPLAreduced-95,415-$31.2M
TXNreduced-130,238-$24.4M
SPGIexited-35,506-$18.3M
AMZNreduced-75,576-$16.6M
EPAMreduced-49,543-$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, Q4 2024

Share positions as resolved from 13F-HR 0001553936-25-000002, largest first. % of portfolio is the value over $398,376,941, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 929,399 shares; 2024Q1: 812,599 shares; 2024Q2: 657,999 shares; 2024Q3: 572,999 shares; 2024Q4: 625,899 shares 625,899$45.3M11.37%+52,900Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 175,490 shares; 2024Q1: 189,090 shares; 2024Q2: 152,890 shares; 2024Q3: 150,790 shares; 2024Q4: 199,290 shares 199,290$39.2M9.83%+48,500Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,832 shares; 2024Q4: 129,826 shares 129,826$38.4M9.63%+122,994Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 141,012 shares; 2024Q1: 119,412 shares; 2024Q2: 212,612 shares; 2024Q3: 185,012 shares; 2024Q4: 135,469 shares 135,469$31.7M7.95%-49,543Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 172,700 shares; 2024Q4: 77,285 shares 77,285$25.2M6.33%-95,415Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,075 shares; 2024Q1: 18,862 shares; 2024Q2: 17,397 shares; 2024Q3: 12,090 shares; 2024Q4: 148,922 shares 148,922$25M6.27%+136,832Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 384,737 shares 384,737$21.8M5.47%newTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 206,915 shares; 2024Q1: 357,692 shares; 2024Q2: 297,949 shares; 2024Q3: 242,725 shares; 2024Q4: 112,487 shares 112,487$21.1M5.29%-130,238Timeline
BCYCBICYCLE THERAPEUTICS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q4: 1,269,535 shares 1,269,535$17.8M4.46%-125,000Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 206,673 shares 206,673$15.3M3.84%newTimeline
FBRXFORTE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 144,981 shares; 2024Q4: 619,981 shares 619,981$14.1M3.53%+475,000Timeline
CARGCARGURUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 41,721 shares; 2024Q1: 61,325 shares; 2024Q2: 102,293 shares; 2024Q3: 99,981 shares; 2024Q4: 265,346 shares 265,346$9.7M2.43%+165,365Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,368 shares; 2024Q1: 9,411 shares; 2024Q2: 20,169 shares; 2024Q3: 21,028 shares; 2024Q4: 47,286 shares 47,286$9.34M2.34%+26,258Timeline
ACELYRIN INCACELYRIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q4: 2,906,629 shares 2,906,629$9.13M2.29%0
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 221,008 shares; 2024Q1: 192,775 shares; 2024Q2: 160,232 shares; 2024Q3: 106,848 shares; 2024Q4: 31,272 shares 31,272$6.86M1.72%-75,576Timeline
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q4: 3,700,000 shares 3,700,000$6.4M1.61%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,747 shares; 2024Q1: 3,560 shares; 2024Q2: 3,587 shares; 2024Q3: 2,610 shares; 2024Q4: 10,894 shares 10,894$6.38M1.6%+8,284Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,058 shares; 2024Q1: 26,803 shares; 2024Q2: 31,791 shares; 2024Q3: 39,994 shares; 2024Q4: 71,841 shares 71,841$6.2M1.56%+31,847Timeline
ZGZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 444,175 shares; 2024Q1: 781,962 shares; 2024Q2: 899,238 shares; 2024Q3: 40,953 shares; 2024Q4: 80,861 shares 80,861$5.73M1.44%+39,908Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,988 shares; 2024Q4: 92,501 shares 92,501$5.48M1.37%+78,513Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 39,057 shares; 2024Q1: 25,715 shares; 2024Q2: 39,718 shares; 2024Q3: 30,489 shares; 2024Q4: 58,687 shares 58,687$4.99M1.25%+28,198Timeline
ANSYS INCANSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,738 shares 11,738$3.96M0.99%new
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 11,456 shares; 2024Q2: 25,024 shares; 2024Q3: 26,331 shares; 2024Q4: 53,137 shares 53,137$3.81M0.96%+26,806Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,879 shares; 2024Q4: 61,354 shares 61,354$3.7M0.93%+48,475Timeline
MBUUMALIBU BOATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 79,966 shares 79,966$3.01M0.75%newTimeline
ZNTLZENTALIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 961,486 shares; 2024Q1: 961,486 shares; 2024Q2: 961,486 shares; 2024Q3: 961,486 shares; 2024Q4: 961,486 shares 961,486$2.91M0.73%0Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 76,793 shares 76,793$2.86M0.72%newTimeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,573 shares 10,573$2.57M0.65%newTimeline
HUBSHUBSPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,265 shares 3,265$2.27M0.57%newTimeline
HIMSHIMS & HERS HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 90,756 shares; 2024Q4: 92,645 shares 92,645$2.24M0.56%+1,889Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,340 shares; 2024Q1: 941 shares; 2024Q2: 18,646 shares; 2024Q3: 1,077 shares; 2024Q4: 1,288 shares 1,288$2.19M0.55%+211Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,892 shares; 2024Q4: 5,942 shares 5,942$2.03M0.51%+2,050Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,894 shares; 2024Q1: 20,530 shares; 2024Q2: 15,892 shares; 2024Q3: 25,884 shares; 2024Q4: 22,021 shares 22,021$1.85M0.47%-3,863Timeline

Sold out in Q4 2024

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

SecurityShares beforeValue beforeType
SPGIS&P GLOBAL INC35,506$18.3Mshares
LINLINDE PLC19,255$9.18Mshares
RUNSUNRUN INC120,183$2.17Mshares
NVDANVIDIA CORPORATION16,826$2.04Mshares
CLBTCELLEBRITE DI LTD115,615$1.95Mshares
INFORMATICA INCINFORMATICA INC58,707$1.48Mshares

How Q4 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 0001553936-25-000002 base2025-02-14acceptance time not in the bulk data set