Tybourne Capital Management as of June 30, 2024
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 36 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Instruments Incorporated (TXN) | 11.8 | $58M | 298k | 194.53 | |
| Canadian Pacific Kansas City (CP) | 10.5 | $52M | 658k | 78.73 | |
| Zillow Group Inc - A Cl A (ZG) | 8.2 | $41M | 899k | 45.04 | |
| Epam Systems (EPAM) | 8.1 | $40M | 213k | 188.11 | |
| Iqvia Holdings (IQV) | 6.6 | $32M | 153k | 211.44 | |
| Amazon (AMZN) | 6.3 | $31M | 160k | 193.25 | |
| S&p Global (SPGI) | 6.3 | $31M | 69k | 446.00 | |
| MercadoLibre (MELI) | 6.2 | $31M | 19k | 1643.40 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 6.2 | $31M | 1.5M | 20.24 | |
| Sea Ltd- Sponsord Ads (SE) | 6.1 | $30M | 417k | 71.42 | |
| Linde SHS (LIN) | 5.7 | $28M | 64k | 438.81 | |
| Ke Holdings Inc- Sponsored Ads (BEKE) | 4.9 | $24M | 1.7M | 14.15 | |
| Acelyrin | 2.6 | $13M | 2.9M | 4.41 | |
| Taysha Gene Therapies Com Shs (TSHA) | 1.7 | $8.3M | 3.7M | 2.24 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.8 | $3.9M | 962k | 4.09 | |
| Taiwan Semiconductor-sp Sponsored Ads (TSM) | 0.7 | $3.5M | 20k | 173.81 | |
| Seagate Technology Holdings Ord Shs (STX) | 0.7 | $3.3M | 32k | 103.27 | |
| Cargurus Com Cl A (CARG) | 0.5 | $2.7M | 102k | 26.20 | |
| Block Cl A (XYZ) | 0.5 | $2.6M | 40k | 64.49 | |
| Okta Cl A (OKTA) | 0.5 | $2.3M | 25k | 93.61 | |
| Micron Technology (MU) | 0.4 | $2.1M | 16k | 131.53 | |
| Elastic Nv Ord Shs (ESTC) | 0.4 | $2.0M | 18k | 113.91 | |
| Apple (AAPL) | 0.4 | $2.0M | 9.5k | 210.62 | |
| Forte Biosciences | 0.4 | $1.9M | 3.6M | 0.54 | |
| Doordash Inc - A Cl A (DASH) | 0.4 | $1.9M | 17k | 108.78 | |
| Meta Platforms Inc-class A Cl A (META) | 0.4 | $1.8M | 3.6k | 504.22 | |
| Nextera Energy (NEE) | 0.4 | $1.8M | 25k | 70.81 | |
| Alphabet Inc-cl C Cap Stk Cl C (GOOG) | 0.3 | $1.7M | 9.2k | 183.42 | |
| Global Payments (GPN) | 0.3 | $1.7M | 17k | 96.70 | |
| Smartsheet Inc-class A Com Cl A (SMAR) | 0.3 | $1.6M | 37k | 44.08 | |
| Applied Materials (AMAT) | 0.3 | $1.6M | 6.9k | 235.99 | |
| NVIDIA Corporation (NVDA) | 0.3 | $1.4M | 12k | 123.54 | |
| International Money Express (IMXI) | 0.3 | $1.4M | 68k | 20.84 | |
| Jsc Kaspi.kz Sponsored Ads (KSPI) | 0.2 | $931k | 7.2k | 129.01 | |
| Shopify Inc - Class A Cl A (SHOP) | 0.2 | $757k | 12k | 66.05 | |
| Opendoor Technologies (OPEN) | 0.1 | $305k | 166k | 1.84 |
