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Disclosery

TYBOURNE CAPITAL MANAGEMENT (HK) LTD

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

TYBOURNE CAPITAL MANAGEMENT (HK) LTD reported $23,555,343 across 5 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001553936-25-000007

Period
2025-03-31
Reported value
$23.6M
Holdings
5
Top 10 weight
100%
New
0
Sold out
28

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CPexited-625,899-$45.3M
IQVexited-199,290-$39.2M
ADSKexited-129,826-$38.4M
EPAMexited-135,469-$31.7M
LPLAexited-77,285-$25.2M

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.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001553936-25-000007, largest first. % of portfolio is the value over $23,555,343, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ACELYRIN INCACELYRIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 2,906,629 shares 2,906,629$7.18M30.48%0
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 3,700,000 shares 3,700,000$5.14M21.83%0Timeline
BCYCBICYCLE THERAPEUTICS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q1: 576,343 shares 576,343$4.89M20.77%-693,192Timeline
FBRXFORTE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 144,981 shares; 2024Q4: 619,981 shares; 2025Q1: 619,981 shares 619,981$4.81M20.42%0Timeline
ZNTLZENTALIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 961,486 shares; 2024Q1: 961,486 shares; 2024Q2: 961,486 shares; 2024Q3: 961,486 shares; 2024Q4: 961,486 shares; 2025Q1: 961,486 shares 961,486$1.53M6.49%0Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
CPCANADIAN PACIFIC KANSAS CITY625,899$45.3Mshares
IQVIQVIA HLDGS INC199,290$39.2Mshares
ADSKAUTODESK INC129,826$38.4Mshares
EPAMEPAM SYS INC135,469$31.7Mshares
LPLALPL FINL HLDGS INC77,285$25.2Mshares
DASHDOORDASH INC148,922$25Mshares
LSCCLATTICE SEMICONDUCTOR CORP384,737$21.8Mshares
TXNTEXAS INSTRS INC112,487$21.1Mshares
ZZILLOW GROUP INC206,673$15.3Mshares
CARGCARGURUS INC265,346$9.7Mshares
TSMTAIWAN SEMICONDUCTOR MANUFAC47,286$9.34Mshares
AMZNAMAZON COM INC31,272$6.86Mshares
METAMETA PLATFORMS INC10,894$6.38Mshares
STXSEAGATE TECHNOLOGY HLDNGS PL71,841$6.2Mshares
ZGZILLOW GROUP INC80,861$5.73Mshares
CSCOCISCO SYS INC92,501$5.48Mshares
XYZBLOCK INC58,687$4.99Mshares
ANSYS INCANSYS INC11,738$3.96Mshares
NEENEXTERA ENERGY INC53,137$3.81Mshares
CMGCHIPOTLE MEXICAN GRILL INC61,354$3.7Mshares
MBUUMALIBU BOATS INC79,966$3.01Mshares
HOODROBINHOOD MKTS INC76,793$2.86Mshares
TEAMATLASSIAN CORPORATION10,573$2.57Mshares
HUBSHUBSPOT INC3,265$2.27Mshares
HIMSHIMS & HERS HEALTH INC92,645$2.24Mshares
MELIMERCADOLIBRE INC1,288$2.19Mshares
CRWDCROWDSTRIKE HLDGS INC5,942$2.03Mshares
MUMICRON TECHNOLOGY INC22,021$1.85Mshares

How Q1 2025 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 0001553936-25-000007 base2025-05-15acceptance time not in the bulk data set