Tybourne Capital Management as of June 30, 2020
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 21 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 9.7 | $318M | 322k | 985.77 | |
| Match Group (MTCH) | 8.3 | $273M | 2.6M | 107.05 | |
| Farfetch Ltd-class A Ord Sh Cl A (FTCHQ) | 7.6 | $250M | 15M | 17.27 | |
| Servicenow (NOW) | 6.5 | $213M | 525k | 405.06 | |
| Square Cl A (SQ) | 6.3 | $209M | 2.0M | 104.94 | |
| Sea Sponsored Ads (SE) | 6.3 | $208M | 1.9M | 107.24 | |
| American Express Company (AXP) | 6.3 | $207M | 2.2M | 95.20 | |
| Discover Financial Services (DFS) | 6.0 | $199M | 4.0M | 50.09 | |
| Netflix (NFLX) | 5.4 | $178M | 391k | 455.04 | |
| Amazon (AMZN) | 4.4 | $145M | 53k | 2758.82 | |
| Paypal Holdings (PYPL) | 4.4 | $143M | 823k | 174.23 | |
| Planet Fitness Cl A (PLNT) | 4.0 | $133M | 2.2M | 60.57 | |
| Visa Com Cl A (V) | 4.0 | $132M | 683k | 193.17 | |
| Raytheon Technologies Corp (RTX) | 4.0 | $130M | 2.1M | 61.62 | |
| Zentalis Pharmaceuticals (ZNTL) | 3.9 | $128M | 2.7M | 48.02 | |
| Chewy Cl A (CHWY) | 3.9 | $128M | 2.9M | 44.69 | |
| Atlassian Corp Cl A | 3.8 | $123M | 684k | 180.27 | |
| Zendesk | 2.2 | $71M | 802k | 88.53 | |
| Cardlytics (CDLX) | 1.6 | $52M | 738k | 69.98 | |
| Bicycle Therapeutics Sponsored Ads (BCYC) | 0.9 | $31M | 2.0M | 15.74 | |
| Exicure | 0.5 | $18M | 7.3M | 2.44 |
