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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 $34,540,251 across 6 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-01.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001553936-25-000011

Period
2025-06-30
Reported value
$34.5M
Holdings
6
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ALMSnew+1,399,250$4.2M
BCYCadded+417,400$2.9M
FBRXadded+166,666$2.15M
MBUUnew+66,705$2.09M
TSHAadded+395,000$912K

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
ACELYRIN INCexited-2,906,629-$7.18M

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 2025

Share positions as resolved from 13F-HR 0001553936-25-000011, largest first. % of portfolio is the value over $34,540,251, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FBRXFORTE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 144,981 shares; 2024Q4: 619,981 shares; 2025Q1: 619,981 shares; 2025Q2: 786,647 shares 786,647$10.2M29.45%+166,666Timeline
TSHATAYSHA GENE THERAPIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 4,095,000 shares 4,095,000$9.46M27.39%+395,000Timeline
BCYCBICYCLE THERAPEUTICS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 993,743 shares 993,743$6.91M20%+417,400Timeline
ALMSALUMIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399,250 shares 1,399,250$4.2M12.15%newTimeline
MBUUMALIBU BOATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 79,966 shares; 2025Q1: not reported; 2025Q2: 66,705 shares 66,705$2.09M6.05%newTimeline
ZNTLZENTALIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q2: 1,478,152 shares 1,478,152$1.71M4.96%+516,666Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
ACELYRIN INCACELYRIN INC2,906,629$7.18Mshares

How Q2 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 0001553936-25-000011 base2025-08-01acceptance time not in the bulk data set