Tybourne Capital Management as of March 31, 2022
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 30 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.0 | $135M | 437k | 308.31 | |
| Amazon (AMZN) | 7.8 | $131M | 40k | 3259.95 | |
| Zentalis Pharmaceuticals (ZNTL) | 6.6 | $112M | 2.4M | 46.14 | |
| Visa Inc-class A Shares Com Cl A (V) | 6.3 | $107M | 482k | 221.77 | |
| MercadoLibre (MELI) | 6.3 | $106M | 89k | 1189.48 | |
| Canadian Pacific Railway | 5.6 | $95M | 1.2M | 82.54 | |
| Block Cl A (SQ) | 5.0 | $85M | 626k | 135.60 | |
| S&p Global (SPGI) | 4.9 | $82M | 200k | 410.18 | |
| Sea Ltd- Sponsord Ads (SE) | 4.3 | $73M | 610k | 119.79 | |
| Linde SHS | 4.1 | $69M | 215k | 319.43 | |
| Shopify Inc - Class A Cl A (SHOP) | 3.8 | $64M | 94k | 675.96 | |
| Mongodb Cl A (MDB) | 3.5 | $59M | 132k | 443.59 | |
| Atlassian Corp Plc-class A Cl A | 3.3 | $56M | 192k | 293.83 | |
| Lam Research Corporation (LRCX) | 3.2 | $54M | 101k | 537.61 | |
| Texas Instruments Incorporated (TXN) | 3.1 | $53M | 289k | 183.48 | |
| Qualcomm (QCOM) | 3.1 | $53M | 347k | 152.82 | |
| Ke Holdings Inc- Sponsored Ads (BEKE) | 3.0 | $51M | 4.1M | 12.37 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 3.0 | $51M | 1.2M | 43.88 | |
| Stoneco Ltd-a Com Cl A (STNE) | 2.7 | $45M | 3.9M | 11.70 | |
| NVIDIA Corporation (NVDA) | 2.6 | $44M | 162k | 272.86 | |
| Snowflake Inc-class A Cl A (SNOW) | 2.5 | $42M | 184k | 229.13 | |
| Twilio Inc - A Cl A (TWLO) | 2.3 | $39M | 236k | 164.81 | |
| Huazhu Group Ltd- Sponsored Ads (HTHT) | 1.6 | $28M | 834k | 32.99 | |
| Inhibrx (INBX) | 1.0 | $18M | 795k | 22.28 | |
| Lianbio- Sponsored Ads (LIANY) | 0.7 | $12M | 3.3M | 3.71 | |
| Amylyx Pharmaceuticals (AMLX) | 0.6 | $9.9M | 769k | 12.85 | |
| Eqrx | 0.6 | $9.4M | 2.3M | 4.13 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.2 | $3.3M | 500k | 6.52 | |
| Reneo Pharmaceuticals (RPHM) | 0.1 | $2.1M | 700k | 2.94 | |
| Exicure | 0.1 | $1.5M | 7.3M | 0.20 |
