SEC 13F Intelligence

Managers / Q2 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
$3.3B
Q2 2020
Positions
21
Filings on Record
29
2019–present window
Filed
Aug 13, 2020
original filing

Summary

Tybourne Capital Management (Hk) Ltd reported $3.3B in U.S.-listed holdings across 21 positions for Q2 2020.

Its largest position, MELI, represents 9.7% of the portfolio.

Compared with Q1 2020, the fund opened 9 new positions and exited 9.

Portfolio Metrics

Turnover
+43.1%
vs prior filed quarter
Top-10 Concentration
+66.9%
share of reported value
Largest Position
+9.7%
Mercadolibre
New / Exited
9 / 9
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: 89.0%ADR: 7.3%Other: 3.8%
  • Common Stock · 89.0% · $2.9B
  • ADR · 7.3% · $239M
  • Other · 3.8% · $123M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
MTCHMATCH GROUP INCNEW+2.55M2.55M+$273M$273M
SESEA LTDNEW+1.94M1.94M+$208M$208M
AXPAMERICAN EXPRESS CONEW+2.18M2.18M+$207M$207M
DISCOVER FINL SVCSNEW+3.97M3.97M+$199M$199M
PLNTPLANET FITNESS INCNEW+2.19M2.19M+$132M$132M
RTXRAYTHEON TECHNOLOGIES CORPNEW+2.11M2.11M+$130M$130M
ZNTLZENTALIS PHARMACEUTICALS INCNEW+2.66M2.66M+$128M$128M
ZENDESK INCNEW+801.9K801.9K+$71M$71M

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

Holdings — Q2 2020

21 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1MELIMERCADOLIBRE INChistory →COM9.66%$318M322.2K
2MTCHMATCH GROUP INChistory →COM8.30%$273M2.55M
3FTCHQFARFETCH LTD-CLASS Ahistory →ORD SH CL A7.61%$250M14.48M
4NOWSERVICENOW INChistory →COM6.47%$213M524.8K
5XYZSQUARE INChistory →CL A6.35%$209M1.99M
6SESEA LTDhistory →SPONSORED ADS6.33%$208M1.94M
7AXPAMERICAN EXPRESS COhistory →COM6.30%$207M2.18M
8DISCOVER FINL SVCSCOM6.05%$199M3.97M
9NFLXNETFLIX INChistory →COM5.41%$178M391.0K
10AMZNAMAZON COM INChistory →COM4.42%$145M52.7K
11PYPLPAYPAL HOLDINGS INChistory →COM4.36%$143M822.6K
12PLNTPLANET FITNESS INChistory →CL A4.03%$132M2.19M
13VVISA INChistory →COM CL A4.01%$132M682.5K
14RTXRAYTHEON TECHNOLOGIES CORPhistory →COM3.96%$130M2.11M
15ZNTLZENTALIS PHARMACEUTICALS INChistory →COM3.89%$128M2.66M
16CHWYCHEWY INChistory →CL A3.89%$128M2.86M
17ATLASSIAN CORP PLCCL A3.75%$123M684.0K
18ZENDESK INCCOM2.16%$71M801.9K
19CARDLYTICS INCCOM1.57%$52M737.9K
20BCYCBICYCLE THERAPEUTICS LTDhistory →SPONSORED ADS0.94%$31M1.96M
21XCUREXICURE INChistory →COM0.54%$18M7.34M

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 ↗.