Tybourne Capital Management as of June 30, 2022
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 27 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.1 | $112M | 437k | 256.83 | |
| Canadian Pacific Railway | 8.0 | $111M | 1.6M | 69.84 | |
| Amazon (AMZN) | 7.8 | $108M | 1.0M | 106.21 | |
| Visa Inc-class A Shares Com Cl A (V) | 7.3 | $101M | 512k | 196.89 | |
| S&p Global (SPGI) | 6.5 | $90M | 268k | 337.06 | |
| Ke Holdings Inc- Sponsored Ads (BEKE) | 5.7 | $79M | 4.4M | 17.95 | |
| Zentalis Pharmaceuticals (ZNTL) | 4.9 | $68M | 2.4M | 28.10 | |
| Huazhu Group Ltd- Sponsored Ads (HTHT) | 4.9 | $68M | 1.8M | 38.10 | |
| MercadoLibre (MELI) | 4.8 | $67M | 105k | 636.87 | |
| Linde SHS | 4.5 | $62M | 215k | 287.53 | |
| Sea Ltd- Sponsord Ads (SE) | 4.2 | $58M | 867k | 66.86 | |
| Shopify Inc - Class A Cl A (SHOP) | 3.3 | $46M | 1.5M | 31.24 | |
| Texas Instruments Incorporated (TXN) | 3.2 | $44M | 289k | 153.65 | |
| Qualcomm (QCOM) | 3.2 | $44M | 347k | 127.74 | |
| Lam Research Corporation (LRCX) | 3.1 | $43M | 101k | 426.15 | |
| Twilio Inc - A Cl A (TWLO) | 3.1 | $42M | 504k | 83.81 | |
| Block Cl A (SQ) | 2.8 | $39M | 626k | 61.46 | |
| Atlassian Corp Plc-class A Cl A | 2.6 | $36M | 192k | 187.40 | |
| Mongodb Cl A (MDB) | 2.5 | $34M | 132k | 259.50 | |
| Stoneco Ltd-a Com Cl A (STNE) | 2.1 | $30M | 3.9M | 7.70 | |
| Snowflake Inc-class A Cl A (SNOW) | 1.8 | $26M | 184k | 139.06 | |
| NVIDIA Corporation (NVDA) | 1.8 | $25M | 162k | 151.59 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 1.4 | $19M | 1.2M | 16.78 | |
| Amylyx Pharmaceuticals (AMLX) | 1.1 | $15M | 769k | 19.26 | |
| Inhibrx | 0.7 | $9.0M | 795k | 11.35 | |
| Lianbio- Sponsored Ads (LIANY) | 0.5 | $7.2M | 3.3M | 2.16 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $1.9M | 500k | 3.72 |
