Tybourne Capital Management as of March 31, 2023
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 41 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Railway | 8.9 | $88M | 1.1M | 76.94 | |
| Microsoft Corporation (MSFT) | 8.8 | $88M | 304k | 288.30 | |
| Amazon (AMZN) | 7.4 | $73M | 711k | 103.29 | |
| Visa Inc-class A Shares Com Cl A (V) | 7.4 | $73M | 324k | 225.46 | |
| Linde SHS (LIN) | 6.6 | $66M | 185k | 355.44 | |
| S&p Global (SPGI) | 6.6 | $65M | 189k | 344.77 | |
| MercadoLibre (MELI) | 6.6 | $65M | 50k | 1318.06 | |
| Ke Holdings Inc- Sponsored Ads (BEKE) | 5.0 | $50M | 2.6M | 18.84 | |
| Meta Platforms Inc-class A Cl A (META) | 4.5 | $45M | 212k | 211.94 | |
| Iqvia Holdings (IQV) | 4.5 | $44M | 223k | 198.89 | |
| Sea Ltd- Sponsord Ads (SE) | 4.3 | $43M | 492k | 86.55 | |
| H World Group Ltd- Sponsored Ads (HTHT) | 4.1 | $41M | 833k | 48.98 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 3.0 | $30M | 1.4M | 21.27 | |
| Shopify Inc - Class A Cl A (SHOP) | 3.0 | $30M | 620k | 47.94 | |
| Lam Research Corporation (LRCX) | 3.0 | $30M | 56k | 530.12 | |
| Zentalis Pharmaceuticals (ZNTL) | 2.8 | $28M | 1.6M | 17.20 | |
| NVIDIA Corporation (NVDA) | 2.7 | $27M | 97k | 277.77 | |
| Mongodb Cl A (MDB) | 2.4 | $24M | 101k | 233.12 | |
| Stoneco Ltd-a Com Cl A (STNE) | 2.1 | $21M | 2.2M | 9.54 | |
| Texas Instruments Incorporated (TXN) | 1.7 | $17M | 91k | 186.01 | |
| Twilio Inc - A Cl A (TWLO) | 1.6 | $16M | 238k | 66.63 | |
| Snowflake Inc-class A Cl A (SNOW) | 1.4 | $14M | 88k | 154.29 | |
| Lianbio- Sponsored Ads (LIANY) | 0.7 | $6.5M | 3.3M | 1.96 | |
| ON Semiconductor (ON) | 0.1 | $1.3M | 16k | 82.32 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $1.2M | 1.5M | 0.80 | |
| Zillow Group Inc - A Cl A (ZG) | 0.1 | $1.1M | 25k | 43.70 | |
| Duolingo Cl A Com (DUOL) | 0.1 | $885k | 6.2k | 142.59 | |
| Electronic Arts (EA) | 0.1 | $822k | 6.8k | 120.45 | |
| Spotify Technology Sa SHS (SPOT) | 0.1 | $814k | 6.1k | 133.62 | |
| Qualcomm (QCOM) | 0.1 | $785k | 6.2k | 127.58 | |
| Walt Disney Company (DIS) | 0.1 | $780k | 7.8k | 100.13 | |
| Block Cl A (SQ) | 0.1 | $768k | 11k | 68.65 | |
| Opendoor Technologies (OPEN) | 0.1 | $554k | 315k | 1.76 | |
| International Money Express (IMXI) | 0.1 | $501k | 19k | 25.78 | |
| Asml Holding Nv-ny Reg N Y Registry Shs (ASML) | 0.0 | $423k | 621.00 | 680.71 | |
| Ansys (ANSS) | 0.0 | $416k | 1.2k | 332.80 | |
| Taiwan Semiconductor-sp Sponsored Ads (TSM) | 0.0 | $301k | 3.2k | 93.02 | |
| Etsy (ETSY) | 0.0 | $265k | 2.4k | 111.33 | |
| Coupang Cl A (CPNG) | 0.0 | $157k | 9.8k | 16.00 | |
| Jd.com Inc- Spon Adr Cl A (JD) | 0.0 | $109k | 2.5k | 43.89 | |
| Kanzhun Ltd - Sponsored Ads (BZ) | 0.0 | $97k | 5.1k | 19.03 |
