Tybourne Capital Management (hk) Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Tybourne Capital Management (hk) Ltd. reported 5 stock positions worth $23.6 million. Its top holding was Acelyrin (SLRN) at 30.5% of the portfolio, followed by Taysha Gene Therapies (TSHA, 21.8%) and Bicycle Therapeutics PLC-ADR (BCYC, 20.8%). Compared with Q4 2024, it sold out of 28 and reduced 1. The biggest sale was an exit from Canadian Pacific Kansas City (CP).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001553936
- Portfolio Value
- $23.6M (Q1 2025)
- SEC Filing
- 0001553936-25-000007 ↗ filed May 15, 2025
Holdings Value
Holdings 5 stocks · $23.6M
| SLRN Acelyrin Inc. | 30.48% | 2,906,629 | $7.2M | No change |
| TSHA Taysha Gene Therapies Inc. | 21.83% | 3,700,000 | $5.1M | No change |
| BCYC Bicycle Therapeutics PLC-ADR | 20.77% | 576,343 | $4.9M | Reduce -54.6% |
| FBRX Forte Biosciences Inc. | 20.42% | 619,981 | $4.8M | No change |
| ZNTL Zentalis Pharmaceuticals Inc. | 6.49% | 961,486 | $1.5M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −11.37 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −9.83 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −9.63 |
| EPAM Epam Systems Inc. | Sold out | 0.00% | −7.95 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −6.33 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −6.27 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −5.47 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −5.29 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −3.84 |
| CARG Cargurus Inc. | Sold out | 0.00% | −2.43 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −2.34 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −1.72 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −1.60 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −1.56 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −1.44 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −1.37 |
| XYZ Block Inc. | Sold out | 0.00% | −1.25 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.99 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.96 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.93 |
| MBUU Malibu Boats Inc. Class A | Sold out | 0.00% | −0.75 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.72 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.65 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.57 |
| HIMS Hims & Hers Health Inc. | Sold out | 0.00% | −0.56 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.55 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.51 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.47 |
| BCYC Bicycle Therapeutics PLC-ADR | Reduce -54.6% | 20.77% | +16.31 |
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||
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 |