Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
CANADIAN PACIFIC KANSAS CITY CP US | 929,399 | -64,800 | $73,478 |
CP | 929,399 | -64,800 | $73,478 |
S&P GLOBAL INC SPGI US | 129,506 | -34,379 | $57,050 |
SPGI | 129,506 | -34,379 | $57,050 |
MICROSOFT CORP MSFT US | 141,688 | -71,052 | $53,280 |
MSFT | 141,688 | -71,052 | $53,280 |
VISA INC CLASS A SHARES V US (V) | 198,159 | -82,800 | $51,591 |
V | 198,159 | -82,800 | $51,591 |
EPAM SYSTEMS INC EPAM US | 141,012 | -11,365 | $41,929 |
EPAM | 141,012 | -11,365 | $41,929 |
IQVIA HOLDINGS INC IQV US | 175,490 | -16,918 | $40,605 |
IQV | 175,490 | -16,918 | $40,605 |
LINDE PLC LIN US | 96,855 | -42,727 | $39,779 |
LIN | 96,855 | -42,727 | $39,779 |
TEXAS INSTRUMENTS INC TXN US | 206,915 | -47,847 | $35,271 |
TXN | 206,915 | -47,847 | $35,271 |
AMAZON.COM INC AMZN US | 221,008 | -182,125 | $33,580 |
AMZN | 221,008 | -182,125 | $33,580 |
KE HOLDINGS INC ADR BEKE US | 1,962,168 | -591,732 | $31,807 |
BEKE | 1,962,168 | -591,732 | $31,807 |
BICYCLE THERAPEUTICS LTD ADR BCYC US | 1,650,320 | +368,500 | $29,838 |
BCYC | 1,650,320 | +368,500 | $29,838 |
H WORLD GROUP LTD ADR HTHT US | 835,412 | -235,581 | $27,936 |
HTHT | 835,412 | -235,581 | $27,936 |
STONECO LTD A STNE US | 1,514,415 | -397,008 | $27,305 |
STNE | 1,514,415 | -397,008 | $27,305 |
ZILLOW GROUP INC A ZG US | 444,175 | +413,058 | $25,194 |
ZG | 444,175 | +413,058 | $25,194 |
ACELYRIN INC SLRN US | 2,906,629 | +676,187 | $21,683 |
SLRN | 2,906,629 | +676,187 | $21,683 |
SEA LTD ADR SE US | 435,335 | -141,070 | $17,631 |
SE | 435,335 | -141,070 | $17,631 |
LIANBIO ADR LIAN US | 3,398,890 | +95,317 | $15,193 |
LIAN | 3,398,890 | +95,317 | $15,193 |
ZENTALIS PHARMACEUTICALS INC ZNTL US | 961,486 | UNCH | $14,567 |
ZNTL | 961,486 | UNCH | $14,567 |
TAYSHA GENE THERAPIES INC TSHA US | 3,700,000 | +2,200,000 | $6,549 |
TSHA | 3,700,000 | +2,200,000 | $6,549 |
BLOCK INC SQ US | 39,057 | +13,587 | $3,021 |
SQ | 39,057 | +13,587 | $3,021 |
FORTE BIOSCIENCES INC FBRX US | 3,624,548 | UNCH | $2,978 |
FBRX | 3,624,548 | UNCH | $2,978 |
INTERNATIONAL MONEY EXPRESS IMXI US | 122,420 | +45,883 | $2,704 |
IMXI | 122,420 | +45,883 | $2,704 |
DOORDASH INC A DASH US | 25,075 | +2,041 | $2,480 |
DASH | 25,075 | +2,041 | $2,480 |
MERCADOLIBRE INC MELI US | 1,340 | +150 | $2,106 |
MELI | 1,340 | +150 | $2,106 |
META PLATFORMS INC CLASS A META US | 5,747 | +5,747 | $2,034 |
META | 5,747 | +5,747 | $2,034 |
GLOBAL PAYMENTS INC GPN US | 12,859 | +2,162 | $1,633 |
GPN | 12,859 | +2,162 | $1,633 |
NVIDIA CORP NVDA US | 3,095 | -342 | $1,533 |
NVDA | 3,095 | -342 | $1,533 |
SEAGATE TECHNOLOGY HOLDINGS STX US | 17,058 | +13,568 | $1,456 |
STX | 17,058 | +13,568 | $1,456 |
PROCORE TECHNOLOGIES INC PCOR US | 19,397 | +10,826 | $1,343 |
PCOR | 19,397 | +10,826 | $1,343 |
TAIWAN SEMICONDUCTOR SP ADR TSM US | 11,368 | -5,306 | $1,182 |
TSM | 11,368 | -5,306 | $1,182 |
MICRON TECHNOLOGY INC MU US | 11,894 | +11,894 | $1,015 |
MU | 11,894 | +11,894 | $1,015 |
CARGURUS INC CARG US | 41,721 | +41,721 | $1,008 |
CARG | 41,721 | +41,721 | $1,008 |
OPENDOOR TECHNOLOGIES INC OPEN US | 183,671 | +46,692 | $823 |
OPEN | 183,671 | +46,692 | $823 |
MONGODB INC MDB US | 1,959 | -533 | $801 |
MDB | 1,959 | -533 | $801 |
See Full List: All Stocks Held By Tybourne Capital Management HK Ltd.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Tybourne Capital Management HK Ltd.
Size ($ in 1000's)
At 12/31/2023: $671,157 At 09/30/2023: $715,692 Tybourne Capital Management HK Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tybourne Capital Management HK Ltd. 13F filings. Link to 13F filings: SEC filings |