Tybourne Capital Management as of March 31, 2021
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 32 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Ltd- Sponsord Ads (SE) | 8.9 | $405M | 1.8M | 223.23 | |
| Ke Holdings Sponsored Ads (BEKE) | 8.0 | $364M | 6.4M | 56.98 | |
| Microsoft Corporation (MSFT) | 6.4 | $294M | 1.2M | 235.77 | |
| Visa Inc-class A Shares Com Cl A (V) | 6.1 | $276M | 1.3M | 211.73 | |
| S&p Global (SPGI) | 6.0 | $273M | 774k | 352.87 | |
| MercadoLibre (MELI) | 5.4 | $248M | 168k | 1472.14 | |
| Stoneco Ltd-a Com Cl A (STNE) | 4.7 | $213M | 3.5M | 61.22 | |
| Shopify Inc - Class A Cl A (SHOP) | 4.6 | $212M | 191k | 1106.50 | |
| Paypal Holdings (PYPL) | 4.5 | $207M | 852k | 242.84 | |
| Mongodb Cl A (MDB) | 4.4 | $198M | 741k | 267.43 | |
| Pinduoduo Inc- Sponsored Ads (PDD) | 4.1 | $185M | 1.4M | 133.88 | |
| Atlassian Corp Plc-class A Cl A | 3.9 | $179M | 851k | 210.76 | |
| Twilio Inc - A Cl A (TWLO) | 3.8 | $173M | 508k | 340.76 | |
| Amazon (AMZN) | 3.6 | $165M | 53k | 3094.09 | |
| Bill Com Holdings Ord (BILL) | 3.5 | $161M | 1.1M | 145.50 | |
| Square Inc - A Cl A (SQ) | 3.5 | $157M | 692k | 227.05 | |
| Draftkings Inc - Cl A Com Cl A | 3.0 | $138M | 2.3M | 61.33 | |
| Peloton Interactive Inc-a Cl A Com (PTON) | 2.9 | $134M | 1.2M | 112.44 | |
| Zentalis Pharmaceuticals (ZNTL) | 2.5 | $116M | 2.7M | 43.39 | |
| Tpg Pace Beneficial Fin-cl A Cl A Com | 2.1 | $97M | 5.0M | 19.58 | |
| Match Group (MTCH) | 1.6 | $73M | 534k | 137.38 | |
| Farfetch Ltd-class A Ord Sh Cl A (FTCHQ) | 1.5 | $70M | 1.3M | 53.02 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 1.3 | $59M | 2.0M | 29.87 | |
| Chewy Inc - Class A Cl A (CHWY) | 1.2 | $57M | 668k | 84.71 | |
| Inhibrx | 0.5 | $22M | 1.1M | 20.07 | |
| Cloopen Group Holding Ads | 0.4 | $17M | 1.2M | 13.73 | |
| Exicure | 0.4 | $16M | 7.3M | 2.18 | |
| Nanobiotix Sa - Sponsored Ads (NBTX) | 0.2 | $11M | 750k | 15.04 | |
| Arya Sciences Acquisition-a Cl A (ARYD) | 0.2 | $11M | 1.0M | 10.47 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $10M | 500k | 20.30 | |
| Olema Pharmaceuticals (OLMA) | 0.2 | $8.6M | 260k | 33.18 | |
| Immunocore Holdings Plc- Ads (IMCR) | 0.1 | $5.9M | 138k | 42.57 |
