SEC 13F Intelligence

Managers / Q2 2019 · view latest →

TYBOURNE CAPITAL MANAGEMENT (HK) LTD

CIK 0001553936 · SUITES 818-822, 8/F, BANK OF AMERICA, TOWER, 12 HARCOURT ROAD,, HONG KONG, K3, XXXXX · 852-3983-6800

Reported Value
$2.8B
Q2 2019
Positions
13
Filings on Record
29
2019–present window
Filed
Aug 14, 2019
original filing

Summary

Tybourne Capital Management (Hk) Ltd reported $2.8B in U.S.-listed holdings across 13 positions for Q2 2019.

Its largest position, AMZN, represents 11.0% of the portfolio.

Compared with Q1 2019, the fund opened 4 new positions and exited 2.

Portfolio Metrics

Turnover
+22.2%
vs prior filed quarter
Top-10 Concentration
+92.0%
share of reported value
Largest Position
+11.0%
Amazon Com
New / Exited
4 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $2.2BQ4 ’18Q1 ’19: $2.6BQ2 ’19: $2.8BQ3 ’19: $2.3BQ4 ’19: $2.6BQ4 ’19Q1 ’20: $2.7BQ2 ’20: $3.3BQ3 ’20: $4.1BQ4 ’20: $4.8BQ4 ’20Q1 ’21: $4.6BQ2 ’21: $4.7BQ3 ’21: $4.0BQ4 ’21: $3.4BQ4 ’21Q1 ’22: $1.7BQ2 ’22: $1.4BQ3 ’22: $1.0BQ4 ’22: $1.0BQ4 ’22Q1 ’23: $993MQ2 ’23: $925MQ3 ’23: $716MQ4 ’23: $671MQ4 ’23Q1 ’24: $585MQ2 ’24: $492MQ3 ’24: $357MQ4 ’24: $398MQ4 ’24Q1 ’25: $24MQ2 ’25: $35MQ3 ’25: $31Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 69.1%ADR: 21.3%Other: 9.6%
  • Common Stock · 69.1% · $1.9B
  • ADR · 21.3% · $599M
  • Other · 9.6% · $271M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MLB1MERCADOLIBRE INCNEW+497.3K497.3K+$304M$304M
UBERUBER TECHNOLOGIES INCNEW+3.00M3.00M+$139M$139M
ISRGINTUITIVE SURGICAL INCNEW+127.0K127.0K+$67M$67M
BCYCBICYCLE THERAPEUTICS PLCNEW+1.96M1.96M+$20M$20M
FTCHQFARFETCH LTDADDED+8.44M8.64M+$174M$180M
ATVIEURACTIVISION BLIZZARD INCSOLD OUT−4.23M0−$192M$0
NFLXNETFLIX INCSOLD OUT−363.6K0−$130M$0
SNAPSNAP INCTRIMMED−17.34M14.45M−$144M$207M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2019

13 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AMZNAMAZON COM INChistory →COM10.96%$308M162.9K
2TALTAL EDUCATION GROUPhistory →SPONSORED ADS10.88%$306M8.03M
3MLB1MERCADOLIBRE INChistory →COM10.81%$304M497.3K
4CTRIP COM INTL LTDSPONSORED ADS9.70%$273M7.39M
5TWLOTWILIO INChistory →CL A9.68%$272M2.00M
6ATLASSIAN CORP PLCCL A9.63%$271M2.07M
7CRMSALESFORCE COM INChistory →COM9.49%$267M1.76M
8SNAPSNAP INChistory →CL A7.35%$207M14.45M
9MNSTMONSTER BEVERAGE CORP NEWhistory →COM7.09%$199M3.12M
10FTCHQFARFETCH LTDhistory →ORD SH CL A6.39%$180M8.64M
11UBERUBER TECHNOLOGIES INChistory →COM4.95%$139M3.00M
12ISRGINTUITIVE SURGICAL INChistory →COM NEW2.37%$67M127.0K
13BCYCBICYCLE THERAPEUTICS PLChistory →SPONSORED ADS0.70%$20M1.96M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2025$31M4Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$35M6Aug 1, 202513F-HRchanges · EDGAR ↗
Q1 2025$24M5May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$398M37Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$357M34Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$492M40Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$585M41May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$671M39Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$716M41Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$925M49Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$993M49May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.0B27Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.0B26Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.4B27Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.7B30May 4, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.4B26Feb 25, 2022RESTATEMENTchanges · EDGAR ↗
Q3 2021$4.0B24Oct 27, 202113F-HRchanges · EDGAR ↗
Q2 2021$4.7B29Jul 22, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.6B32Apr 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.8B31Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$4.1B29Nov 9, 202013F-HRchanges · EDGAR ↗
Q2 2020$3.3B21Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.7B21May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.6B13Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.3B12Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$2.8B13Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$2.6B11May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$2.2B9Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.