Tybourne Capital Management as of March 31, 2024
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 38 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Kansas City (CP) | 12.2 | $72M | 813k | 88.17 | |
| Texas Instruments Incorporated (TXN) | 10.7 | $62M | 358k | 174.21 | |
| Iqvia Holdings (IQV) | 8.2 | $48M | 189k | 252.89 | |
| Linde SHS (LIN) | 7.8 | $46M | 99k | 464.32 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 6.6 | $39M | 1.5M | 24.90 | |
| Zillow Group Inc - A Cl A (ZG) | 6.4 | $37M | 782k | 47.86 | |
| Amazon (AMZN) | 5.9 | $35M | 193k | 180.38 | |
| Epam Systems (EPAM) | 5.6 | $33M | 119k | 276.16 | |
| Visa Inc-class A Shares Com Cl A (V) | 5.5 | $32M | 115k | 279.08 | |
| S&p Global (SPGI) | 5.3 | $31M | 72k | 425.45 | |
| Sea Ltd- Sponsord Ads (SE) | 4.7 | $28M | 513k | 53.71 | |
| Ke Holdings Inc- Sponsored Ads (BEKE) | 4.0 | $23M | 1.7M | 13.73 | |
| Stoneco Ltd-a Com Cl A (STNE) | 3.8 | $22M | 1.3M | 16.61 | |
| Acelyrin (SLRN) | 3.4 | $20M | 2.9M | 6.75 | |
| Zentalis Pharmaceuticals (ZNTL) | 2.6 | $15M | 962k | 15.76 | |
| Taysha Gene Therapies Com Shs (TSHA) | 1.8 | $11M | 3.7M | 2.87 | |
| Doordash Inc - A Cl A (DASH) | 0.4 | $2.6M | 19k | 137.72 | |
| Forte Biosciences (FBRX) | 0.4 | $2.5M | 3.6M | 0.70 | |
| Seagate Technology Holdings Ord Shs (STX) | 0.4 | $2.5M | 27k | 93.05 | |
| Micron Technology (MU) | 0.4 | $2.4M | 21k | 117.89 | |
| Block Cl A (SQ) | 0.4 | $2.2M | 26k | 84.58 | |
| Procore Technologies (PCOR) | 0.3 | $2.0M | 24k | 82.17 | |
| Meta Platforms Inc-class A Cl A (META) | 0.3 | $1.7M | 3.6k | 485.58 | |
| NVIDIA Corporation (NVDA) | 0.3 | $1.7M | 1.9k | 903.56 | |
| International Money Express (IMXI) | 0.3 | $1.6M | 70k | 22.83 | |
| Global Payments (GPN) | 0.3 | $1.6M | 12k | 133.66 | |
| MercadoLibre (MELI) | 0.2 | $1.4M | 941.00 | 1511.96 | |
| Cargurus Com Cl A (CARG) | 0.2 | $1.4M | 61k | 23.08 | |
| Smartsheet Inc-class A Com Cl A (SMAR) | 0.2 | $1.4M | 35k | 38.50 | |
| Taiwan Semiconductor-sp Sponsored Ads (TSM) | 0.2 | $1.3M | 9.4k | 136.05 | |
| Microsoft Corporation (MSFT) | 0.2 | $953k | 2.3k | 420.72 | |
| Ziprecruiter Inc-a Cl A (ZIP) | 0.2 | $945k | 82k | 11.49 | |
| Palo Alto Networks (PANW) | 0.2 | $916k | 3.2k | 284.13 | |
| Jsc Kaspi.kz Sponsored Ads (KSPI) | 0.1 | $760k | 5.9k | 128.64 | |
| Nextera Energy (NEE) | 0.1 | $732k | 12k | 63.91 | |
| Applied Materials (AMAT) | 0.1 | $715k | 3.5k | 206.23 | |
| Opendoor Technologies (OPEN) | 0.1 | $684k | 226k | 3.03 | |
| Nerdwallet Inc-cl A Com Cl A (NRDS) | 0.1 | $662k | 45k | 14.70 |
