Tybourne Capital Management

Tybourne Capital Management as of Sept. 30, 2024

Portfolio Holdings for Tybourne Capital Management

Tybourne Capital Management holds 32 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Instruments Incorporated (TXN) 14.1 $50M 243k 206.57
Canadian Pacific Kansas City (CP) 13.7 $49M 573k 85.54
Lpl Financial Holdings (LPLA) 11.3 $40M 173k 232.63
Epam Systems (EPAM) 10.3 $37M 185k 199.03
Iqvia Holdings (IQV) 10.0 $36M 151k 236.97
Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) 8.8 $32M 1.4M 22.63
Amazon (AMZN) 5.6 $20M 107k 186.33
S&p Global (SPGI) 5.1 $18M 36k 516.62
Acelyrin 4.0 $14M 2.9M 4.93
Linde SHS (LIN) 2.6 $9.2M 19k 476.86
Taysha Gene Therapies Com Shs (TSHA) 2.1 $7.4M 3.7M 2.01
Seagate Technology Holdings Ord Shs (STX) 1.2 $4.4M 40k 109.53
Taiwan Semiconductor-sp Sponsored Ads (TSM) 1.0 $3.7M 21k 173.67
Zentalis Pharmaceuticals (ZNTL) 1.0 $3.5M 962k 3.68
Cargurus Com Cl A (CARG) 0.8 $3.0M 100k 30.03
Micron Technology (MU) 0.8 $2.7M 26k 103.71
Zillow Group Inc - A Cl A (ZG) 0.7 $2.5M 41k 61.93
Nextera Energy (NEE) 0.6 $2.2M 26k 84.53
MercadoLibre (MELI) 0.6 $2.2M 1.1k 2051.96
Sunrun (RUN) 0.6 $2.2M 120k 18.06
Block Cl A (XYZ) 0.6 $2.0M 31k 67.13
NVIDIA Corporation (NVDA) 0.6 $2.0M 17k 121.44
Cellebrite Di Ordinary Shares (CLBT) 0.5 $1.9M 116k 16.84
Autodesk (ADSK) 0.5 $1.9M 6.8k 275.48
Doordash Inc - A Cl A (DASH) 0.5 $1.7M 12k 142.73
Hims & Hers Health Com Cl A (HIMS) 0.5 $1.7M 91k 18.42
Meta Platforms Inc-class A Cl A (META) 0.4 $1.5M 2.6k 572.44
Informatica Inc - Class A Com Cl A (INFA) 0.4 $1.5M 59k 25.28
Crowdstrike Holdings Inc - A Cl A (CRWD) 0.3 $1.1M 3.9k 280.47
Forte Biosciences Com New (FBRX) 0.2 $810k 145k 5.59
Cisco Systems (CSCO) 0.2 $744k 14k 53.22
Chipotle Mexican Grill (CMG) 0.2 $742k 13k 57.62