Tybourne Capital Management as of March 31, 2020
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 21 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.2 | $334M | 171k | 1949.72 | |
| Servicenow (NOW) | 9.8 | $268M | 937k | 286.58 | |
| MercadoLibre (MELI) | 8.0 | $218M | 446k | 488.58 | |
| salesforce (CRM) | 7.6 | $209M | 1.4M | 143.98 | |
| Netflix (NFLX) | 7.4 | $202M | 537k | 375.50 | |
| TAL Education (TAL) | 6.5 | $178M | 3.3M | 53.26 | |
| Paypal Holdings (PYPL) | 5.9 | $161M | 1.7M | 95.74 | |
| Chipotle Mexican Grill (CMG) | 4.9 | $134M | 205k | 654.40 | |
| Chewy Inc cl a (CHWY) | 4.8 | $132M | 3.5M | 37.49 | |
| Atlassian Corp Plc cl a | 4.8 | $130M | 950k | 137.26 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 4.6 | $126M | 16M | 7.90 | |
| Square Inc cl a (SQ) | 3.4 | $94M | 1.8M | 52.38 | |
| Facebook Inc cl a (META) | 3.3 | $91M | 548k | 166.80 | |
| Starbucks Corporation (SBUX) | 3.2 | $86M | 1.3M | 65.74 | |
| Alphabet Inc Class A cs (GOOGL) | 3.2 | $86M | 74k | 1161.95 | |
| Tencent Music Entertco L spon ad (TME) | 2.9 | $81M | 8.0M | 10.06 | |
| Lululemon Athletica (LULU) | 2.9 | $79M | 415k | 189.55 | |
| Luckin Coffee (LKNCY) | 2.1 | $58M | 2.1M | 27.19 | |
| Visa (V) | 1.1 | $29M | 182k | 161.12 | |
| Bicycle Therapeutics (BCYC) | 1.0 | $27M | 2.0M | 13.65 | |
| Exicure | 0.4 | $11M | 7.3M | 1.48 |
