Tybourne Capital Management (Hk) Ltd Top Holdings and 13F Report (2024) About Tybourne Capital Management (Hk) LtdInvestment ActivityTybourne Capital Management (Hk) Ltd has $356.73 million in total holdings as of September 30, 2024.Tybourne Capital Management (Hk) Ltd owns shares of 32 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 15.58% of the portfolio was purchased this quarter.About 67.04% of the portfolio was sold this quarter.This quarter, Tybourne Capital Management (Hk) Ltd has purchased 36 new stocks and bought additional shares in 5 stocks.Tybourne Capital Management (Hk) Ltd sold shares of 14 stocks and completely divested from 14 stocks this quarter.Largest Holdings Texas Instruments $50,139,704Canadian Pacific Kansas City $49,014,335LPL Financial $40,175,201EPAM Systems $36,822,939IQVIA $35,732,707 Largest New Holdings this Quarter LPL Financial $40,175,201 HoldingSunrun $2,170,505 HoldingCellebrite DI $1,946,957 HoldingAutodesk $1,882,080 HoldingHims & Hers Health $1,671,726 Holding Largest Purchases this Quarter LPL Financial 172,700 shares (about $40.18M)Sunrun 120,183 shares (about $2.17M)Cellebrite DI 115,615 shares (about $1.95M)Autodesk 6,832 shares (about $1.88M)Hims & Hers Health 90,756 shares (about $1.67M) Largest Sales this Quarter Zillow Group 858,285 shares (about $53.15M)MercadoLibre 17,569 shares (about $36.05M)LINDE PLC (LIN US) 44,200 shares (about $21.08M)S&P Global 33,800 shares (about $17.46M)Texas Instruments 55,224 shares (about $11.41M) 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 PortfolioSectorTXNTexas Instruments$50,139,704$11,407,622 ▼-18.5%242,72514.1%Computer and TechnologyCPCanadian Pacific Kansas City$49,014,335$7,270,900 ▼-12.9%572,99913.7%TransportationLPLALPL Financial$40,175,201$40,175,201 ▲New Holding172,70011.3%FinanceEPAMEPAM Systems$36,822,939$5,493,228 ▼-13.0%185,01210.3%Computer and TechnologyIQVIQVIA$35,732,707$497,637 ▼-1.4%150,79010.0%MedicalBCYCBicycle Therapeutics$31,558,328$2,606,478 ▼-7.6%1,394,5358.8%MedicalAMZNAmazon.com$19,908,989$9,947,041 ▼-33.3%106,8485.6%Retail/WholesaleSPGIS&P Global$18,343,110$17,461,756 ▼-48.8%35,5065.1%Business ServicesSLRNAcelyrin$14,329,6810.0%2,906,6294.0%MedicalLINDE PLC (LIN US)$9,181,940$21,077,214 ▼-69.7%19,2552.6%SHSTSHATaysha Gene Therapies$7,437,0000.0%3,700,0002.1%MedicalSTXSeagate Technology$4,380,543$898,475 ▲25.8%39,9941.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,651,933$149,183 ▲4.3%21,0281.0%Computer and TechnologyZNTLZentalis Pharmaceuticals$3,538,2690.0%961,4861.0%MedicalCARGCarGurus$3,002,430$69,429 ▼-2.3%99,9810.8%Auto/Tires/TrucksMUMicron Technology$2,684,430$1,036,270 ▲62.9%25,8840.8%Computer and TechnologyZGZillow Group$2,536,220$53,153,605 ▼-95.4%40,9530.7%FinanceNEENextEra Energy$2,225,760$110,481 ▲5.2%26,3310.6%UtilitiesMELIMercadoLibre$2,209,961$36,050,887 ▼-94.2%1,0770.6%Retail/WholesaleRUNSunrun$2,170,505$2,170,505 ▲New Holding120,1830.6%Oils/EnergySQBlock$2,046,727$619,543 ▼-23.2%30,4890.6%Business ServicesNVDANVIDIA$2,043,350$650,919 ▲46.7%16,8260.6%Computer and TechnologyCLBTCellebrite DI$1,946,957$1,946,957 ▲New Holding115,6150.5%Business ServicesADSKAutodesk$1,882,080$1,882,080 ▲New Holding6,8320.5%Computer and TechnologyDOORDASH INC - A (DASH US)$1,725,606$757,468 ▼-30.5%12,0900.5%CL AHIMSHims & Hers Health$1,671,726$1,671,726 ▲New Holding90,7560.5%MedicalMETAMeta Platforms$1,494,069$559,274 ▼-27.2%2,6100.4%Computer and TechnologyINFORMATICA INC - CLASS A (INFA US)$1,484,113$1,484,113 ▲New Holding58,7070.4%COM CL ACRWDCrowdStrike$1,091,590$1,091,590 ▲New Holding3,8920.3%Computer and TechnologyFORTE BIOSCIENCES INC (FBRX US)$810,444$810,444 ▲New Holding144,9810.2%COM NEWCSCOCisco Systems$744,442$744,442 ▲New Holding13,9880.2%Computer and TechnologyCMGChipotle Mexican Grill$742,088$742,088 ▲New Holding12,8790.2%Retail/WholesaleSESEA$0$29,756,072 ▼-100.0%00.0%Computer and TechnologyBEKEKE$0$24,147,938 ▼-100.0%00.0%FinanceOKTAOkta$0$2,293,820 ▼-100.0%00.0%Computer and TechnologyESTCElastic$0$1,996,615 ▼-100.0%00.0%Computer and TechnologyAAPLApple$0$1,990,359 ▼-100.0%00.0%Computer and TechnologyFBRXForte Biosciences$0$1,946,383 ▼-100.0%00.0%MedicalGOOGAlphabet$0$1,686,181 ▼-100.0%00.0%Computer and TechnologyGPNGlobal Payments$0$1,679,776 ▼-100.0%00.0%Business ServicesSMARSmartsheet$0$1,641,187 ▼-100.0%00.0%Computer and TechnologyAMATApplied Materials$0$1,625,972 ▼-100.0%00.0%Computer and TechnologyIMXIInternational Money Express$0$1,414,599 ▼-100.0%00.0%Business ServicesJSC KASPI.KZ ADR (KSPI US)$0$931,324 ▼-100.0%00.0%SPONSORED ADSSHOPShopify$0$757,000 ▼-100.0%00.0%Computer and TechnologyOPENOpendoor Technologies$0$304,762 ▼-100.0%00.0%Business ServicesShowing 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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