Tybourne Capital Management as of Dec. 31, 2012
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 13 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
23.3 | $104M | 146k | 707.38 | ||
Intel Corporation (INTC) | 13.9 | $62M | 3.0M | 20.62 | |
MasterCard Incorporated (MA) | 10.7 | $48M | 97k | 491.28 | |
Visa (V) | 8.4 | $37M | 246k | 151.58 | |
Verisign (VRSN) | 7.6 | $34M | 872k | 38.82 | |
Mead Johnson Nutrition | 7.0 | $31M | 470k | 65.89 | |
Amazon (AMZN) | 5.9 | $26M | 104k | 250.87 | |
Cognizant Technology Solutions (CTSH) | 5.2 | $23M | 313k | 73.88 | |
salesforce (CRM) | 5.0 | $22M | 132k | 168.10 | |
Yum! Brands (YUM) | 4.9 | $22M | 327k | 66.40 | |
Yelp Inc cl a (YELP) | 3.5 | $16M | 825k | 18.85 | |
Ctrip.com International | 3.5 | $16M | 682k | 22.66 | |
Workday Inc cl a (WDAY) | 1.1 | $4.8M | 89k | 54.50 |