Tybourne Capital Management as of Sept. 30, 2022
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 26 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 8.3 | $86M | 760k | 113.00 | |
| Canadian Pacific Railway | 7.8 | $81M | 1.2M | 66.72 | |
| Microsoft Corporation (MSFT) | 7.5 | $78M | 335k | 232.90 | |
| Visa Inc-class A Shares Com Cl A (V) | 7.1 | $74M | 416k | 177.65 | |
| MercadoLibre (MELI) | 6.3 | $66M | 79k | 827.78 | |
| S&p Global (SPGI) | 6.1 | $63M | 207k | 305.35 | |
| Ke Holdings Inc- Sponsored Ads (BEKE) | 5.9 | $62M | 3.5M | 17.52 | |
| Linde SHS | 5.0 | $52M | 193k | 269.59 | |
| Zentalis Pharmaceuticals (ZNTL) | 4.8 | $50M | 2.3M | 21.66 | |
| H World Group Sponsored Ads (HTHT) | 4.7 | $49M | 1.5M | 33.54 | |
| Lam Research Corporation (LRCX) | 4.4 | $46M | 125k | 366.00 | |
| NVIDIA Corporation (NVDA) | 4.2 | $44M | 362k | 121.39 | |
| Sea Ltd- Sponsord Ads (SE) | 3.5 | $37M | 656k | 56.05 | |
| Qualcomm (QCOM) | 2.9 | $31M | 270k | 112.98 | |
| Shopify Inc - Class A Cl A (SHOP) | 2.9 | $30M | 1.1M | 26.94 | |
| Stoneco Ltd-a Com Cl A (STNE) | 2.7 | $28M | 3.0M | 9.53 | |
| Twilio Inc - A Cl A (TWLO) | 2.7 | $28M | 400k | 69.14 | |
| Block Cl A (SQ) | 2.5 | $26M | 474k | 54.99 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 2.3 | $24M | 1.0M | 23.26 | |
| Snowflake Inc-class A Cl A (SNOW) | 1.9 | $20M | 115k | 169.96 | |
| Texas Instruments Incorporated (TXN) | 1.7 | $18M | 113k | 154.78 | |
| Mongodb Cl A (MDB) | 1.5 | $15M | 76k | 198.56 | |
| Atlassian Corp -class A Cl A (TEAM) | 1.4 | $15M | 71k | 210.59 | |
| Inhibrx (INBX) | 1.1 | $12M | 646k | 17.95 | |
| Lianbio- Sponsored Ads (LIANY) | 0.6 | $6.6M | 3.3M | 2.00 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $965k | 500k | 1.93 |
