Tybourne Capital Management as of Sept. 30, 2021
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 24 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Ltd- Sponsord Ads (SE) | 9.8 | $390M | 1.2M | 318.73 | |
| MercadoLibre (MELI) | 8.8 | $349M | 208k | 1679.40 | |
| Pinduoduo Inc- Sponsored Ads (PDD) | 8.0 | $317M | 3.5M | 90.67 | |
| Ke Holdings Sponsored Ads (BEKE) | 7.5 | $299M | 16M | 18.26 | |
| Snowflake Inc-class A Cl A (SNOW) | 7.3 | $290M | 960k | 302.43 | |
| Mongodb Cl A (MDB) | 6.9 | $276M | 585k | 471.51 | |
| Visa Inc-class A Shares Com Cl A (V) | 6.2 | $247M | 1.1M | 222.75 | |
| Square Inc - A Cl A (SQ) | 5.7 | $226M | 941k | 239.84 | |
| Coupa Software | 5.5 | $220M | 1.0M | 219.18 | |
| Amazon (AMZN) | 5.5 | $217M | 66k | 3285.04 | |
| Atlassian Corp Plc-class A Cl A | 5.1 | $202M | 517k | 391.42 | |
| Stoneco Ltd-a Com Cl A (STNE) | 5.0 | $200M | 5.8M | 34.72 | |
| Shopify Inc - Class A Cl A (SHOP) | 4.8 | $190M | 140k | 1355.78 | |
| Zentalis Pharmaceuticals (ZNTL) | 4.5 | $178M | 2.7M | 66.64 | |
| Twilio Inc - A Cl A (TWLO) | 3.9 | $153M | 480k | 319.05 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 2.1 | $81M | 2.0M | 41.59 | |
| Tpg Pace Beneficial Fin-cl A Cl A Com | 1.3 | $52M | 5.0M | 10.55 | |
| Inhibrx (INBX) | 0.9 | $34M | 1.0M | 33.31 | |
| Arya Sciences Acquisition-a Cl A (ARYD) | 0.3 | $10M | 1.0M | 10.05 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $9.3M | 500k | 18.62 | |
| Exicure | 0.2 | $8.8M | 7.3M | 1.20 | |
| Meli Kaszek Pioneer Corp-a Class A Ord | 0.2 | $7.7M | 700k | 11.05 | |
| Reneo Pharmaceuticals (RPHM) | 0.1 | $5.6M | 750k | 7.45 | |
| Cloopen Group Holding Ads | 0.1 | $5.4M | 1.2M | 4.42 |
