Tybourne Capital Management as of Dec. 31, 2022
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 27 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Inc-class A Shares Com Cl A (V) | 9.1 | $92M | 441k | 207.76 | |
| Canadian Pacific Railway | 8.4 | $84M | 1.1M | 74.59 | |
| S&p Global (SPGI) | 7.4 | $75M | 223k | 334.94 | |
| Linde SHS | 7.1 | $71M | 218k | 326.18 | |
| Microsoft Corporation (MSFT) | 7.1 | $71M | 295k | 239.82 | |
| Amazon (AMZN) | 6.9 | $69M | 822k | 84.00 | |
| MercadoLibre (MELI) | 5.9 | $59M | 70k | 846.24 | |
| H World Group Sponsored Ads (HTHT) | 5.2 | $52M | 1.2M | 42.42 | |
| Meta Platforms Inc-class A Cl A (META) | 4.6 | $46M | 383k | 120.34 | |
| Zentalis Pharmaceuticals (ZNTL) | 4.5 | $45M | 2.2M | 20.14 | |
| Ke Holdings Inc- Sponsored Ads (BEKE) | 4.3 | $43M | 3.1M | 13.96 | |
| Shopify Inc - Class A Cl A (SHOP) | 3.4 | $34M | 992k | 34.71 | |
| Sea Ltd- Sponsord Ads (SE) | 3.0 | $30M | 581k | 52.03 | |
| Iqvia Holdings (IQV) | 2.7 | $27M | 133k | 204.89 | |
| NVIDIA Corporation (NVDA) | 2.7 | $27M | 186k | 146.14 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 2.7 | $27M | 906k | 29.60 | |
| Lam Research Corporation | 2.6 | $27M | 63k | 420.30 | |
| Block Cl A (SQ) | 2.6 | $26M | 417k | 62.84 | |
| Stoneco Ltd-a Com Cl A (STNE) | 2.5 | $25M | 2.6M | 9.44 | |
| Texas Instruments Incorporated (TXN) | 1.6 | $16M | 99k | 165.22 | |
| Snowflake Inc-class A Cl A (SNOW) | 1.4 | $15M | 101k | 143.54 | |
| Mongodb Cl A (MDB) | 1.3 | $13M | 68k | 196.84 | |
| Twilio Inc - A Cl A (TWLO) | 1.0 | $9.7M | 198k | 48.96 | |
| Atlassian Corp -class A Cl A (TEAM) | 0.8 | $8.0M | 62k | 128.68 | |
| Lianbio- Sponsored Ads (LIANY) | 0.5 | $5.4M | 3.3M | 1.64 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.3 | $3.4M | 1.5M | 2.26 | |
| Inhibrx | 0.2 | $2.4M | 96k | 24.64 |
