Tybourne Capital Management as of Dec. 31, 2021
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 26 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MercadoLibre (MELI) | 10.5 | $353M | 262k | 1348.40 | |
Ke Holdings Sponsored Ads (BEKE) | 9.6 | $324M | 16M | 20.12 | |
Amazon (AMZN) | 8.8 | $298M | 89k | 3334.34 | |
Sea Ltd- Sponsord Ads (SE) | 7.8 | $263M | 1.2M | 223.71 | |
Zentalis Pharmaceuticals (ZNTL) | 6.6 | $221M | 2.6M | 84.06 | |
Visa Inc-class A Shares Com Cl A (V) | 6.5 | $217M | 1.0M | 216.71 | |
Pinduoduo Inc- Sponsored Ads (PDD) | 6.1 | $204M | 3.5M | 58.30 | |
Mongodb Cl A (MDB) | 5.9 | $199M | 377k | 529.35 | |
Shopify Inc - Class A Cl A (SHOP) | 5.5 | $185M | 134k | 1377.39 | |
Snowflake Inc-class A Cl A (SNOW) | 5.2 | $174M | 514k | 338.75 | |
Twilio Inc - A Cl A (TWLO) | 4.5 | $150M | 570k | 263.34 | |
Block Cl A (SQ) | 4.3 | $146M | 903k | 161.51 | |
Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 3.7 | $125M | 2.1M | 60.87 | |
Stoneco Ltd-a Com Cl A (STNE) | 2.9 | $97M | 5.8M | 16.86 | |
Roblox Corp -class A Cl A (RBLX) | 2.9 | $97M | 940k | 103.16 | |
Atlassian Corp Plc-class A Cl A | 2.1 | $70M | 183k | 381.29 | |
Qualcomm (QCOM) | 2.0 | $67M | 363k | 182.87 | |
Huazhu Group Ltd- Sponsored Ads (HTHT) | 1.5 | $50M | 1.3M | 37.34 | |
Inhibrx | 1.3 | $45M | 1.0M | 43.67 | |
Gitlab Inc-cl A Class A Com (GTLB) | 0.8 | $27M | 313k | 87.00 | |
Lianbio- Sponsored Ads (LIANY) | 0.6 | $20M | 3.3M | 6.16 | |
Eqrx | 0.5 | $16M | 2.3M | 6.82 | |
Meli Kaszek Pioneer Corp-a Class A Ord | 0.2 | $8.1M | 700k | 11.56 | |
Reneo Pharmaceuticals (RPHM) | 0.2 | $6.4M | 750k | 8.55 | |
Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $5.8M | 500k | 11.65 | |
Exicure | 0.0 | $1.5M | 7.3M | 0.20 |