Tybourne Capital Management (hk) Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Tybourne Capital Management (hk) Ltd. reported 33 stock positions worth $398.4 million. Its top holding was Canadian Pacific Kansas City (CP) at 11.4% of the portfolio, followed by Iqvia (IQV, 9.8%) and Autodesk (ADSK, 9.6%). Compared with Q3 2024, it opened 7 new positions, sold out of 6, added to 17 and reduced 6. The biggest buy was Autodesk (ADSK, shares +1800%) and the biggest sale Texas Instruments (TXN, shares −54%).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001553936
- Portfolio Value
- $398.4M (Q4 2024)
- SEC Filing
- 0001553936-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 33 stocks · $398.4M
| CP Canadian Pacific Kansas City | 11.37% | 625,899 | $45.3M | Add +9.2% |
| IQV Iqvia Holdings Inc. | 9.83% | 199,290 | $39.2M | Add +32.2% |
| ADSK Autodesk Inc. | 9.63% | 129,826 | $38.4M | Add +1800.3% |
| EPAM Epam Systems Inc. | 7.95% | 135,469 | $31.7M | Reduce -26.8% |
| LPLA LPL Financial Holdings Inc. | 6.33% | 77,285 | $25.2M | Reduce -55.3% |
| DASH DoorDash Inc. Class A | 6.27% | 148,922 | $25.0M | Add +1131.8% |
| LSCC Lattice Semiconductor Corp. | 5.47% | 384,737 | $21.8M | New |
| TXN Texas Instruments Inc. | 5.29% | 112,487 | $21.1M | Reduce -53.7% |
| BCYC Bicycle Therapeutics PLC-ADR | 4.46% | 1,269,535 | $17.8M | Reduce -9.0% |
| Z Zillow Group Inc. Class C | 3.84% | 206,673 | $15.3M | New |
| FBRX Forte Biosciences Inc. | 3.53% | 619,981 | $14.1M | Add +327.6% |
| CARG Cargurus Inc. | 2.43% | 265,346 | $9.7M | Add +165.4% |
| TSM Taiwan Semiconductor-SP ADR | 2.34% | 47,286 | $9.3M | Add +124.9% |
| SLRN Acelyrin Inc. | 2.29% | 2,906,629 | $9.1M | No change |
| AMZN Amazon.com Inc. | 1.72% | 31,272 | $6.9M | Reduce -70.7% |
| TSHA Taysha Gene Therapies Inc. | 1.61% | 3,700,000 | $6.4M | No change |
| META Meta Platforms Inc. Class A | 1.60% | 10,894 | $6.4M | Add +317.4% |
| STX Seagate Technology Holdings | 1.56% | 71,841 | $6.2M | Add +79.6% |
| ZG Zillow Group Inc. Class A | 1.44% | 80,861 | $5.7M | Add +97.5% |
| CSCO Cisco Systems Inc. | 1.37% | 92,501 | $5.5M | Add +561.3% |
| XYZ Block Inc. | 1.25% | 58,687 | $5.0M | Add +92.5% |
| ANSS Ansys Inc. | 0.99% | 11,738 | $4.0M | New |
| NEE Nextera Energy Inc. | 0.96% | 53,137 | $3.8M | Add +101.8% |
| CMG Chipotle Mexican Grill Inc. | 0.93% | 61,354 | $3.7M | Add +376.4% |
| MBUU Malibu Boats Inc. Class A | 0.75% | 79,966 | $3.0M | New |
| ZNTL Zentalis Pharmaceuticals Inc. | 0.73% | 961,486 | $2.9M | No change |
| HOOD Robinhood Markets Inc. Class A | 0.72% | 76,793 | $2.9M | New |
| TEAM Atlassian Corp. Class A | 0.65% | 10,573 | $2.6M | New |
| HUBS HubSpot Inc. | 0.57% | 3,265 | $2.3M | New |
| HIMS Hims & Hers Health Inc. | 0.56% | 92,645 | $2.2M | Add +2.1% |
| MELI MercadoLibre Inc. | 0.55% | 1,288 | $2.2M | Add +19.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.51% | 5,942 | $2.0M | Add +52.7% |
| MU Micron Technology Inc. | 0.47% | 22,021 | $1.9M | Reduce -14.9% |
Portfolio Sells Q3 2024 → Q4 2024
| TXN Texas Instruments Inc. | Reduce -53.7% | 5.29% | −8.76 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −5.14 |
| LPLA LPL Financial Holdings Inc. | Reduce -55.3% | 6.33% | −4.93 |
| BCYC Bicycle Therapeutics PLC-ADR | Reduce -9.0% | 4.46% | −4.39 |
| AMZN Amazon.com Inc. | Reduce -70.7% | 1.72% | −3.86 |
| LIN Linde PLC | Sold out | 0.00% | −2.57 |
| EPAM Epam Systems Inc. | Reduce -26.8% | 7.95% | −2.37 |
| RUN Sunrun Inc. | Sold out | 0.00% | −0.61 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.57 |
| CLBT Cellebrite Di Ltd. | Sold out | 0.00% | −0.55 |
| INFA Informatica Inc. Class A | Sold out | 0.00% | −0.42 |
| MU Micron Technology Inc. | Reduce -14.9% | 0.47% | −0.29 |
Portfolio Buys Q3 2024 → Q4 2024
| ADSK Autodesk Inc. | Add +1800.3% | 9.63% | +9.10 |
| DASH DoorDash Inc. Class A | Add +1131.8% | 6.27% | +5.79 |
| LSCC Lattice Semiconductor Corp. | New | 5.47% | +5.47 |
| Z Zillow Group Inc. Class C | New | 3.84% | +3.84 |
| FBRX Forte Biosciences Inc. | Add +327.6% | 3.53% | +3.31 |
| CARG Cargurus Inc. | Add +165.4% | 2.43% | +1.59 |
| TSM Taiwan Semiconductor-SP ADR | Add +124.9% | 2.34% | +1.32 |
| META Meta Platforms Inc. Class A | Add +317.4% | 1.60% | +1.18 |
| CSCO Cisco Systems Inc. | Add +561.3% | 1.37% | +1.17 |
| ANSS Ansys Inc. | New | 0.99% | +0.99 |
| MBUU Malibu Boats Inc. Class A | New | 0.75% | +0.75 |
| ZG Zillow Group Inc. Class A | Add +97.5% | 1.44% | +0.73 |
| CMG Chipotle Mexican Grill Inc. | Add +376.4% | 0.93% | +0.72 |
| HOOD Robinhood Markets Inc. Class A | New | 0.72% | +0.72 |
| XYZ Block Inc. | Add +92.5% | 1.25% | +0.68 |
| TEAM Atlassian Corp. Class A | New | 0.65% | +0.65 |
| HUBS HubSpot Inc. | New | 0.57% | +0.57 |
| NEE Nextera Energy Inc. | Add +101.8% | 0.96% | +0.33 |
| STX Seagate Technology Holdings | Add +79.6% | 1.56% | +0.33 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +52.7% | 0.51% | +0.20 |
| HIMS Hims & Hers Health Inc. | Add +2.1% | 0.56% | +0.09 |
| MELI MercadoLibre Inc. | Add +19.6% | 0.55% | −0.07 |
| IQV Iqvia Holdings Inc. | Add +32.2% | 9.83% | −0.19 |
| CP Canadian Pacific Kansas City | Add +9.2% | 11.37% | −2.37 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 4 | $30.9M | TSHA, FBRX, ALMS, ZNTL |
| Q2 2025 | 6 | $34.5M | FBRX, TSHA, BCYC, ALMS, MBUU |
| Q1 2025 | 5 | $23.6M | SLRN, TSHA, BCYC, FBRX, ZNTL |
| Q4 2024 | 33 | $398.4M | CP, IQV, ADSK, EPAM, LPLA |
| Q3 2024 | 32 | $356.7M | TXN, CP, LPLA, EPAM, IQV |
| Q2 2024 | 36 | $491.7M | TXN, CP, ZG, EPAM, IQV |
| Q1 2024 | 38 | $584.9M | CP, TXN, IQV, LIN, BCYC |