Tybourne Capital Management as of Dec. 31, 2023
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 35 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Kansas City (CP) | 10.9 | $74M | 929k | 79.06 | |
| S&p Global (SPGI) | 8.5 | $57M | 130k | 440.52 | |
| Microsoft Corporation (MSFT) | 7.9 | $53M | 142k | 376.04 | |
| Visa Inc-class A Shares Com Cl A (V) | 7.7 | $52M | 198k | 260.35 | |
| Epam Systems (EPAM) | 6.2 | $42M | 141k | 297.34 | |
| Iqvia Holdings (IQV) | 6.0 | $41M | 176k | 231.38 | |
| Linde SHS (LIN) | 5.9 | $40M | 97k | 410.71 | |
| Texas Instruments Incorporated (TXN) | 5.3 | $35M | 207k | 170.46 | |
| Amazon (AMZN) | 5.0 | $34M | 221k | 151.94 | |
| Ke Holdings Inc- Sponsored Ads (BEKE) | 4.7 | $32M | 2.0M | 16.21 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 4.4 | $30M | 1.7M | 18.08 | |
| H World Group Ltd- Sponsored Ads (HTHT) | 4.2 | $28M | 835k | 33.44 | |
| Stoneco Ltd-a Com Cl A (STNE) | 4.1 | $27M | 1.5M | 18.03 | |
| Zillow Group Inc - A Cl A (ZG) | 3.8 | $25M | 444k | 56.72 | |
| Acelyrin (SLRN) | 3.2 | $22M | 2.9M | 7.46 | |
| Sea Ltd- Sponsord Ads (SE) | 2.6 | $18M | 435k | 40.50 | |
| Lianbio- Sponsored Ads (LIANY) | 2.3 | $15M | 3.4M | 4.47 | |
| Zentalis Pharmaceuticals (ZNTL) | 2.2 | $15M | 962k | 15.15 | |
| Taysha Gene Therapies Com Shs (TSHA) | 1.0 | $6.5M | 3.7M | 1.77 | |
| Block Cl A (SQ) | 0.5 | $3.0M | 39k | 77.35 | |
| Forte Biosciences (FBRX) | 0.4 | $3.0M | 3.6M | 0.82 | |
| International Money Express (IMXI) | 0.4 | $2.7M | 122k | 22.09 | |
| Doordash Inc - A Cl A (DASH) | 0.4 | $2.5M | 25k | 98.89 | |
| MercadoLibre (MELI) | 0.3 | $2.1M | 1.3k | 1571.54 | |
| Meta Platforms Inc-class A Cl A (META) | 0.3 | $2.0M | 5.7k | 353.96 | |
| Global Payments (GPN) | 0.2 | $1.6M | 13k | 127.00 | |
| NVIDIA Corporation (NVDA) | 0.2 | $1.5M | 3.1k | 495.22 | |
| Seagate Technology Holdings Ord Shs (STX) | 0.2 | $1.5M | 17k | 85.37 | |
| Procore Technologies (PCOR) | 0.2 | $1.3M | 19k | 69.22 | |
| Taiwan Semiconductor-sp Sponsored Ads (TSM) | 0.2 | $1.2M | 11k | 104.00 | |
| Micron Technology (MU) | 0.2 | $1.0M | 12k | 85.34 | |
| Cargurus Com Cl A (CARG) | 0.2 | $1.0M | 42k | 24.16 | |
| Opendoor Technologies (OPEN) | 0.1 | $823k | 184k | 4.48 | |
| Mongodb Cl A (MDB) | 0.1 | $801k | 2.0k | 408.85 | |
| Planet Fitness Inc - Cl A Cl A (PLNT) | 0.1 | $774k | 11k | 73.00 |
