SEC 13F Intelligence

Managers / Q1 2020 · 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
$2.7B
Q1 2020
Positions
21
Filings on Record
29
2019–present window
Filed
May 15, 2020
original filing

Summary

Tybourne Capital Management (Hk) Ltd reported $2.7B in U.S.-listed holdings across 21 positions for Q1 2020.

Its largest position, AMZN, represents 12.2% of the portfolio.

Compared with Q4 2019, the fund opened 11 new positions and exited 3.

Portfolio Metrics

Turnover
+42.9%
vs prior filed quarter
Top-10 Concentration
+71.9%
share of reported value
Largest Position
+12.2%
Amazon Com
New / Exited
11 / 3
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. 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: 82.7%ADR: 12.5%Other: 4.8%
  • Common Stock · 82.7% · $2.3B
  • ADR · 12.5% · $343M
  • Other · 4.8% · $130M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PYPLPAYPAL HLDGS INCNEW+1.68M1.68M+$160M$160M
CMGCHIPOTLE MEXICAN GRILL INCNEW+205.2K205.2K+$134M$134M
CHWYCHEWY INCNEW+3.52M3.52M+$132M$132M
XYZSQUARE INCNEW+1.80M1.80M+$94M$94M
METAFACEBOOK INCNEW+547.5K547.5K+$91M$91M
SBUXSTARBUCKS CORPNEW+1.31M1.31M+$86M$86M
GOOGLALPHABET INCNEW+74.2K74.2K+$86M$86M
TENCENT MUSIC ENTMT GROUPNEW+8.01M8.01M+$81M$81M

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

Holdings — Q1 2020

21 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1AMZNAMAZON COM INChistory →COM12.21%$334M171.2K
2NOWSERVICENOW INChistory →COM9.82%$268M936.5K
3MLB1MERCADOLIBRE INChistory →COM7.97%$218M446.1K
4CRMSALESFORCE COM INChistory →COM7.63%$209M1.45M
5NFLXNETFLIX INChistory →COM7.38%$202M537.0K
6TALTAL EDUCATION GROUPhistory →SPONSORED ADS6.52%$178M3.34M
7PYPLPAYPAL HLDGS INChistory →COM5.87%$160M1.68M
8CMGCHIPOTLE MEXICAN GRILL INChistory →COM4.91%$134M205.2K
9CHWYCHEWY INChistory →CL A4.82%$132M3.52M
10ATLASSIAN CORP PLCCL A4.77%$130M949.5K
11FTCHQFARFETCH LTDhistory →ORD SH CL A4.61%$126M15.96M
12XYZSQUARE INChistory →CL A3.45%$94M1.80M
13METAFACEBOOK INChistory →CL A3.34%$91M547.5K
14SBUXSTARBUCKS CORPhistory →COM3.16%$86M1.31M
15GOOGLALPHABET INChistory →CAP STK CL A3.15%$86M74.2K
16TENCENT MUSIC ENTMT GROUPSPON ADS2.95%$81M8.01M
17LULULULULEMON ATHLETICA INChistory →COM2.88%$79M415.1K
18LKNCYLUCKIN COFFEE INChistory →SPONSORED ADS2.11%$58M2.12M
19VVISA INChistory →COM CL A1.07%$29M182.1K
20BCYCBICYCLE THERAPEUTICS PLChistory →SPONSORED ADS0.98%$27M1.96M
21XCUREXICURE INChistory →COM0.40%$11M7.34M

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 ↗.