Tybourne Capital Management as of June 30, 2023
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 42 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.6 | $89M | 262k | 340.54 | |
| Amazon (AMZN) | 8.8 | $81M | 621k | 130.36 | |
| Canadian Pacific Kansas City (CP) | 8.7 | $80M | 994k | 80.77 | |
| Visa Inc-class A Shares Com Cl A (V) | 7.3 | $68M | 285k | 237.48 | |
| S&p Global (SPGI) | 7.2 | $67M | 166k | 400.89 | |
| Linde SHS (LIN) | 6.7 | $62M | 162k | 381.08 | |
| MercadoLibre (MELI) | 5.3 | $49M | 41k | 1184.60 | |
| Acelyrin (SLRN) | 5.0 | $47M | 2.2M | 20.90 | |
| Iqvia Holdings (IQV) | 4.8 | $45M | 199k | 224.77 | |
| Ke Holdings Inc- Sponsored Ads (BEKE) | 4.1 | $38M | 2.5M | 14.85 | |
| Mongodb Cl A (MDB) | 3.9 | $36M | 88k | 410.99 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 3.5 | $33M | 1.3M | 25.52 | |
| H World Group Ltd- Sponsored Ads (HTHT) | 3.5 | $33M | 838k | 38.78 | |
| Lam Research Corporation (LRCX) | 3.4 | $31M | 49k | 642.86 | |
| Texas Instruments Incorporated (TXN) | 3.2 | $29M | 163k | 180.02 | |
| Zentalis Pharmaceuticals (ZNTL) | 2.9 | $27M | 962k | 28.21 | |
| Sea Ltd- Sponsord Ads (SE) | 2.8 | $26M | 444k | 58.04 | |
| Stoneco Ltd-a Com Cl A (STNE) | 2.6 | $24M | 1.9M | 12.74 | |
| NVIDIA Corporation (NVDA) | 2.1 | $19M | 46k | 423.02 | |
| Shopify Inc - Class A Cl A (SHOP) | 1.5 | $14M | 209k | 64.60 | |
| Lianbio- Sponsored Ads (LIANY) | 0.8 | $7.5M | 3.3M | 2.28 | |
| Zillow Group Inc - A Cl A (ZG) | 0.2 | $1.8M | 37k | 49.20 | |
| Doordash Inc - A Cl A (DASH) | 0.2 | $1.8M | 23k | 76.42 | |
| Block Cl A (SQ) | 0.2 | $1.5M | 22k | 66.57 | |
| ON Semiconductor (ON) | 0.2 | $1.5M | 16k | 94.58 | |
| International Money Express (IMXI) | 0.2 | $1.4M | 59k | 24.53 | |
| Taiwan Semiconductor-sp Sponsored Ads (TSM) | 0.2 | $1.4M | 14k | 100.92 | |
| Opendoor Technologies (OPEN) | 0.1 | $1.2M | 292k | 4.02 | |
| Coherent Corp (COHR) | 0.1 | $1.1M | 21k | 50.98 | |
| Kanzhun Ltd - Sponsored Ads (BZ) | 0.1 | $1.1M | 71k | 15.05 | |
| Coupang Cl A (CPNG) | 0.1 | $1.0M | 60k | 17.40 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.1 | $992k | 1.5M | 0.66 | |
| Global-e Online SHS (GLBE) | 0.1 | $912k | 22k | 40.94 | |
| Spotify Technology Sa SHS (SPOT) | 0.1 | $882k | 5.5k | 160.55 | |
| Criteo Sa- Spons Ads (CRTO) | 0.1 | $847k | 25k | 33.74 | |
| Etsy (ETSY) | 0.1 | $767k | 9.1k | 84.61 | |
| Farfetch Ltd-class A Ord Sh Cl A (FTCHF) | 0.1 | $602k | 100k | 6.04 | |
| Okta Cl A (OKTA) | 0.1 | $541k | 7.8k | 69.35 | |
| Pinduoduo Inc- Sponsored Ads (PDD) | 0.1 | $509k | 7.4k | 69.14 | |
| Zto Express Cayman Inc- Sponsored Ads A (ZTO) | 0.1 | $504k | 20k | 25.08 | |
| Jd.com Inc- Spon Adr Cl A (JD) | 0.0 | $461k | 14k | 34.13 | |
| Ansys (ANSS) | 0.0 | $454k | 1.4k | 330.27 |
