Tybourne Capital Management as of June 30, 2021
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 29 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ke Holdings Sponsored Ads (BEKE) | 9.3 | $440M | 9.2M | 47.68 | |
| Sea Ltd- Sponsord Ads (SE) | 8.1 | $382M | 1.4M | 274.60 | |
| MercadoLibre (MELI) | 7.7 | $368M | 236k | 1557.79 | |
| Amazon (AMZN) | 7.1 | $338M | 98k | 3440.16 | |
| Shopify Inc - Class A Cl A (SHOP) | 6.4 | $302M | 207k | 1460.98 | |
| Peloton Interactive Inc-a Cl A Com (PTON) | 6.2 | $293M | 2.4M | 124.02 | |
| Twilio Inc - A Cl A (TWLO) | 5.6 | $266M | 676k | 394.16 | |
| Stoneco Ltd-a Com Cl A (STNE) | 5.5 | $262M | 3.9M | 67.06 | |
| Visa Inc-class A Shares Com Cl A (V) | 5.5 | $259M | 1.1M | 233.82 | |
| Pinduoduo Inc- Sponsored Ads (PDD) | 4.9 | $234M | 1.8M | 127.02 | |
| Mongodb Cl A (MDB) | 4.8 | $226M | 625k | 361.52 | |
| S&p Global (SPGI) | 4.7 | $223M | 543k | 410.45 | |
| Coupa Software | 4.3 | $202M | 770k | 262.11 | |
| Bill Com Holdings Ord (BILL) | 3.2 | $153M | 837k | 183.18 | |
| Atlassian Corp Plc-class A Cl A | 3.2 | $151M | 587k | 256.86 | |
| Paypal Holdings (PYPL) | 3.0 | $143M | 490k | 291.48 | |
| Zentalis Pharmaceuticals (ZNTL) | 3.0 | $142M | 2.7M | 53.20 | |
| Square Inc - A Cl A (SQ) | 2.9 | $139M | 569k | 243.80 | |
| Tpg Pace Beneficial Fin-cl A Cl A Com | 1.3 | $64M | 5.0M | 12.87 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 1.3 | $59M | 2.0M | 30.36 | |
| Inhibrx | 0.6 | $30M | 1.1M | 27.52 | |
| Exicure | 0.2 | $11M | 7.3M | 1.50 | |
| Arya Sciences Acquisition-a Cl A (ARYD) | 0.2 | $11M | 1.0M | 10.72 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $11M | 500k | 21.20 | |
| Cloopen Group Holding Ads | 0.2 | $10M | 1.2M | 8.48 | |
| Nanobiotix Sa - Sponsored Ads (NBTX) | 0.2 | $10M | 750k | 13.78 | |
| Reneo Pharmaceuticals (RPHM) | 0.1 | $7.0M | 750k | 9.33 | |
| Olema Pharmaceuticals (OLMA) | 0.1 | $6.7M | 240k | 27.98 | |
| Immunocore Holdings Plc- Ads (IMCR) | 0.1 | $5.4M | 138k | 39.05 |
