Tybourne Capital Management as of Sept. 30, 2023
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 38 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Kansas City (CP) | 10.3 | $74M | 994k | 74.41 | |
| Microsoft Corporation (MSFT) | 9.4 | $67M | 213k | 315.75 | |
| Visa Inc-class A Shares Com Cl A (V) | 9.0 | $65M | 281k | 230.01 | |
| S&p Global (SPGI) | 8.4 | $60M | 164k | 365.41 | |
| Linde SHS (LIN) | 7.3 | $52M | 140k | 372.35 | |
| Amazon (AMZN) | 7.2 | $51M | 403k | 127.12 | |
| H World Group Ltd- Sponsored Ads (HTHT) | 5.9 | $42M | 1.1M | 39.43 | |
| Texas Instruments Incorporated (TXN) | 5.7 | $41M | 255k | 159.01 | |
| Ke Holdings Inc- Sponsored Ads (BEKE) | 5.5 | $40M | 2.6M | 15.52 | |
| Epam Systems (EPAM) | 5.4 | $39M | 152k | 255.69 | |
| Iqvia Holdings (IQV) | 5.3 | $38M | 192k | 196.75 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 3.6 | $26M | 1.3M | 20.09 | |
| Sea Ltd- Sponsord Ads (SE) | 3.5 | $25M | 576k | 43.95 | |
| Acelyrin (SLRN) | 3.2 | $23M | 2.2M | 10.17 | |
| Stoneco Ltd-a Com Cl A (STNE) | 2.8 | $20M | 1.9M | 10.67 | |
| Zentalis Pharmaceuticals (ZNTL) | 2.7 | $19M | 962k | 20.06 | |
| Lianbio- Sponsored Ads (LIANY) | 0.7 | $4.9M | 3.3M | 1.49 | |
| Taysha Gene Therapies Com Shs (TSHA) | 0.7 | $4.7M | 1.5M | 3.16 | |
| Forte Biosciences (FBRX) | 0.3 | $2.4M | 3.6M | 0.66 | |
| Icici Bank Ltd- Adr (IBN) | 0.3 | $2.3M | 99k | 23.12 | |
| Doordash Inc - A Cl A (DASH) | 0.3 | $1.8M | 23k | 79.47 | |
| MercadoLibre (MELI) | 0.2 | $1.5M | 1.2k | 1267.88 | |
| NVIDIA Corporation (NVDA) | 0.2 | $1.5M | 3.4k | 434.99 | |
| Taiwan Semiconductor-sp Sponsored Ads (TSM) | 0.2 | $1.4M | 17k | 86.90 | |
| ON Semiconductor (ON) | 0.2 | $1.4M | 16k | 92.95 | |
| Zto Express Cayman Inc- Sponsored Ads A (ZTO) | 0.2 | $1.4M | 58k | 24.17 | |
| Zillow Group Inc - A Cl A (ZG) | 0.2 | $1.4M | 31k | 44.79 | |
| International Money Express (IMXI) | 0.2 | $1.3M | 77k | 16.93 | |
| Coupang Cl A (CPNG) | 0.2 | $1.2M | 74k | 17.00 | |
| Global Payments (GPN) | 0.2 | $1.2M | 11k | 115.39 | |
| Block Cl A (SQ) | 0.2 | $1.1M | 26k | 44.26 | |
| Okta Cl A (OKTA) | 0.1 | $945k | 12k | 81.51 | |
| Criteo Sa- Spons Ads (CRTO) | 0.1 | $868k | 30k | 29.20 | |
| Mongodb Cl A (MDB) | 0.1 | $862k | 2.5k | 345.86 | |
| Lam Research Corporation (LRCX) | 0.1 | $580k | 925.00 | 626.77 | |
| Procore Technologies (PCOR) | 0.1 | $560k | 8.6k | 65.32 | |
| Opendoor Technologies (OPEN) | 0.1 | $362k | 137k | 2.64 | |
| Seagate Technology Holdings Ord Shs (STX) | 0.0 | $230k | 3.5k | 65.95 |
