Tybourne Capital Management as of Sept. 30, 2020
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 29 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Discover Financial Services (DFS) | 7.2 | $291M | 5.0M | 57.78 | |
| Sea Sponsored Ads (SE) | 6.1 | $249M | 1.6M | 154.04 | |
| Servicenow (NOW) | 6.1 | $247M | 509k | 485.00 | |
| MercadoLibre (MELI) | 5.7 | $233M | 215k | 1082.48 | |
| Microsoft Corporation (MSFT) | 5.6 | $228M | 1.1M | 210.33 | |
| American Express Company (AXP) | 5.5 | $224M | 2.2M | 100.25 | |
| Match Group (MTCH) | 5.4 | $221M | 2.0M | 110.65 | |
| Visa Com Cl A (V) | 5.2 | $212M | 1.1M | 199.97 | |
| United Parcel Service CL B (UPS) | 5.0 | $204M | 1.2M | 166.63 | |
| Farfetch Ord Sh Cl A (FTCHF) | 4.9 | $200M | 8.0M | 25.16 | |
| Stoneco Com Cl A (STNE) | 4.4 | $177M | 3.3M | 52.89 | |
| Amazon (AMZN) | 4.3 | $173M | 55k | 3148.74 | |
| Shopify Cl A (SHOP) | 3.8 | $153M | 150k | 1022.97 | |
| Square Cl A (SQ) | 3.8 | $152M | 938k | 162.55 | |
| Twilio Cl A (TWLO) | 3.5 | $143M | 579k | 247.09 | |
| Facebook Cl A (META) | 3.5 | $142M | 544k | 261.90 | |
| Paypal Holdings (PYPL) | 3.5 | $142M | 721k | 197.03 | |
| Planet Fitness Cl A (PLNT) | 2.8 | $112M | 1.8M | 61.62 | |
| Chewy Cl A (CHWY) | 2.2 | $91M | 1.7M | 54.83 | |
| Zentalis Pharmaceuticals (ZNTL) | 2.1 | $87M | 2.7M | 32.69 | |
| Draftkings Com Cl A | 1.8 | $75M | 1.3M | 58.84 | |
| Atlassian Corp Cl A | 1.7 | $69M | 381k | 181.79 | |
| Melco Resorts & Entert Adr (MLCO) | 1.7 | $68M | 4.1M | 16.65 | |
| Penn National Gaming (PENN) | 1.3 | $54M | 736k | 72.70 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.9 | $37M | 2.0M | 19.05 | |
| Ncino | 0.8 | $32M | 395k | 79.68 | |
| Inhibrx (INBX) | 0.5 | $20M | 1.1M | 18.00 | |
| Exicure | 0.3 | $13M | 7.3M | 1.75 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.3 | $11M | 500k | 22.40 |
