Tybourne Capital Management (Hk) Ltd Top Holdings and 13F Report (2025) About Tybourne Capital Management (Hk) LtdInvestment ActivityTybourne Capital Management (Hk) Ltd has $398.38 million in total holdings as of December 31, 2024.Tybourne Capital Management (Hk) Ltd owns shares of 33 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 42.64% of the portfolio was purchased this quarter.About 30.37% of the portfolio was sold this quarter.This quarter, Tybourne Capital Management (Hk) Ltd has purchased 32 new stocks and bought additional shares in 17 stocks.Tybourne Capital Management (Hk) Ltd sold shares of 6 stocks and completely divested from 6 stocks this quarter.Largest Holdings Canadian Pacific Kansas City $45,296,311IQVIA $39,162,478Autodesk $38,372,671EPAM Systems $31,675,362LPL Financial $25,234,326 Largest New Holdings this Quarter Lattice Semiconductor $21,795,352 HoldingZillow Group $15,304,136 HoldingANSYS $3,959,580 HoldingMalibu Boats $3,005,922 HoldingRobinhood Markets $2,861,308 Holding Largest Purchases this Quarter Autodesk 122,994 shares (about $36.35M)DOORDASH INC - A (DASH US) 136,832 shares (about $22.95M)Lattice Semiconductor 384,737 shares (about $21.80M)Zillow Group 206,673 shares (about $15.30M)FORTE BIOSCIENCES INC (FBRX US) 475,000 shares (about $10.79M) Largest Sales this Quarter LPL Financial 95,415 shares (about $31.15M)Texas Instruments 130,238 shares (about $24.42M)Amazon.com 75,576 shares (about $16.58M)EPAM Systems 49,543 shares (about $11.58M)Bicycle Therapeutics 125,000 shares (about $1.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTybourne Capital Management (Hk) Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCPCanadian Pacific Kansas City$45,296,311$3,828,373 ▲9.2%625,89911.4%TransportationIQVIQVIA$39,162,478$9,530,735 ▲32.2%199,2909.8%MedicalADSKAutodesk$38,372,671$36,353,337 ▲1,800.3%129,8269.6%Computer and TechnologyEPAMEPAM Systems$31,675,362$11,584,144 ▼-26.8%135,4698.0%Computer and TechnologyLPLALPL Financial$25,234,326$31,153,952 ▼-55.2%77,2856.3%FinanceDOORDASH INC - A (DASH US)$24,981,666$22,953,568 ▲1,131.8%148,9226.3%CL ALSCCLattice Semiconductor$21,795,352$21,795,352 ▲New Holding384,7375.5%Computer and TechnologyTXNTexas Instruments$21,092,438$24,420,928 ▼-53.7%112,4875.3%Computer and TechnologyBCYCBicycle Therapeutics$17,773,490$1,750,000 ▼-9.0%1,269,5354.5%MedicalZZillow Group$15,304,136$15,304,136 ▲New Holding206,6733.8%FinanceFORTE BIOSCIENCES INC (FBRX US)$14,079,769$10,787,250 ▲327.6%619,9813.5%COM NEWCARGCarGurus$9,695,743$6,042,437 ▲165.4%265,3462.4%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$9,338,513$5,185,693 ▲124.9%47,2862.3%Computer and TechnologySLRNAcelyrin$9,126,8160.0%2,906,6292.3%MedicalAMZNAmazon.com$6,860,765$16,580,621 ▼-70.7%31,2721.7%Retail/WholesaleTSHATaysha Gene Therapies$6,401,0000.0%3,700,0001.6%MedicalMETAMeta Platforms$6,378,546$4,850,365 ▲317.4%10,8941.6%Computer and TechnologySTXSeagate Technology$6,200,597$2,748,715 ▲79.6%71,8411.6%Computer and TechnologyZGZillow Group$5,729,002$2,827,482 ▲97.4%80,8611.4%FinanceCSCOCisco Systems$5,476,060$4,647,970 ▲561.3%92,5011.4%Computer and TechnologyBLOCK INC (SQ US)$4,987,809$2,396,548 ▲92.5%58,6871.3%CL AANSSANSYS$3,959,580$3,959,580 ▲New Holding11,7381.0%Computer and TechnologyNEENextEra Energy$3,809,392$1,921,722 ▲101.8%53,1371.0%UtilitiesCMGChipotle Mexican Grill$3,699,647$2,923,043 ▲376.4%61,3540.9%Retail/WholesaleMBUUMalibu Boats$3,005,922$3,005,922 ▲New Holding79,9660.8%Consumer DiscretionaryZNTLZentalis Pharmaceuticals$2,913,3030.0%961,4860.7%MedicalHOODRobinhood Markets$2,861,308$2,861,308 ▲New Holding76,7930.7%FinanceTEAMAtlassian$2,573,257$2,573,257 ▲New Holding10,5730.6%Computer and TechnologyHUBSHubSpot$2,274,955$2,274,955 ▲New Holding3,2650.6%Computer and TechnologyHIMSHims & Hers Health$2,240,157$45,676 ▲2.1%92,6450.6%MedicalMELIMercadoLibre$2,190,167$358,793 ▲19.6%1,2880.5%Retail/WholesaleCRWDCrowdStrike$2,033,115$701,428 ▲52.7%5,9420.5%Computer and TechnologyMUMicron Technology$1,853,288$325,110 ▼-14.9%22,0210.5%Computer and TechnologySPGIS&P Global$0$18,343,110 ▼-100.0%00.0%Business ServicesLINDE PLC (LIN US)$0$9,181,940 ▼-100.0%00.0%SHSRUNSunrun$0$2,170,505 ▼-100.0%00.0%Oils/EnergyNVDANVIDIA$0$2,043,350 ▼-100.0%00.0%Computer and TechnologyCLBTCellebrite DI$0$1,946,957 ▼-100.0%00.0%Business ServicesINFORMATICA INC - CLASS A (INFA US)$0$1,484,113 ▼-100.0%00.0%COM CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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