Tybourne Capital Management as of Dec. 31, 2024
Portfolio Holdings for Tybourne Capital Management
Tybourne Capital Management holds 33 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Kansas City (CP) | 11.4 | $45M | 626k | 72.37 | |
| Iqvia Holdings (IQV) | 9.8 | $39M | 199k | 196.51 | |
| Autodesk (ADSK) | 9.6 | $38M | 130k | 295.57 | |
| Epam Systems (EPAM) | 8.0 | $32M | 136k | 233.82 | |
| Lpl Financial Holdings (LPLA) | 6.3 | $25M | 77k | 326.51 | |
| Doordash Inc - A Cl A (DASH) | 6.3 | $25M | 149k | 167.75 | |
| Lattice Semiconductor (LSCC) | 5.5 | $22M | 385k | 56.65 | |
| Texas Instruments Incorporated (TXN) | 5.3 | $21M | 113k | 187.51 | |
| Bicycle Therapeutics Ltd- Sponsored Ads (BCYC) | 4.5 | $18M | 1.3M | 14.00 | |
| Zillow Group Inc - C Cl C Cap Stk (Z) | 3.8 | $15M | 207k | 74.05 | |
| Forte Biosciences Com New (FBRX) | 3.5 | $14M | 620k | 22.71 | |
| Cargurus Com Cl A (CARG) | 2.4 | $9.7M | 265k | 36.54 | |
| Taiwan Semiconductor-sp Sponsored Ads (TSM) | 2.3 | $9.3M | 47k | 197.49 | |
| Acelyrin | 2.3 | $9.1M | 2.9M | 3.14 | |
| Amazon (AMZN) | 1.7 | $6.9M | 31k | 219.39 | |
| Taysha Gene Therapies Com Shs (TSHA) | 1.6 | $6.4M | 3.7M | 1.73 | |
| Meta Platforms Inc-class A Cl A (META) | 1.6 | $6.4M | 11k | 585.51 | |
| Seagate Technology Holdings Ord Shs (STX) | 1.6 | $6.2M | 72k | 86.31 | |
| Zillow Group Inc - A Cl A (ZG) | 1.4 | $5.7M | 81k | 70.85 | |
| Cisco Systems (CSCO) | 1.4 | $5.5M | 93k | 59.20 | |
| Block Cl A (XYZ) | 1.3 | $5.0M | 59k | 84.99 | |
| Ansys (ANSS) | 1.0 | $4.0M | 12k | 337.33 | |
| Nextera Energy (NEE) | 1.0 | $3.8M | 53k | 71.69 | |
| Chipotle Mexican Grill (CMG) | 0.9 | $3.7M | 61k | 60.30 | |
| Malibu Boats Inc - A Com Cl A (MBUU) | 0.8 | $3.0M | 80k | 37.59 | |
| Zentalis Pharmaceuticals (ZNTL) | 0.7 | $2.9M | 962k | 3.03 | |
| Robinhood Markets Inc - A Com Cl A (HOOD) | 0.7 | $2.9M | 77k | 37.26 | |
| Atlassian Corp -class A Cl A (TEAM) | 0.6 | $2.6M | 11k | 243.38 | |
| Hubspot (HUBS) | 0.6 | $2.3M | 3.3k | 696.77 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.6 | $2.2M | 93k | 24.18 | |
| MercadoLibre (MELI) | 0.5 | $2.2M | 1.3k | 1700.44 | |
| Crowdstrike Holdings Inc - A Cl A (CRWD) | 0.5 | $2.0M | 5.9k | 342.16 | |
| Micron Technology (MU) | 0.5 | $1.9M | 22k | 84.16 |
