SEC 13F Intelligence

Managers / Q1 2021 · 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
$4.6B
Q1 2021
Positions
32
Filings on Record
29
2019–present window
Filed
Apr 13, 2021
original filing

Summary

Tybourne Capital Management (Hk) Ltd reported $4.6B in U.S.-listed holdings across 32 positions for Q1 2021.

Its largest position, SE, represents 8.9% of the portfolio.

Compared with Q4 2020, the fund opened 7 new positions and exited 6.

Portfolio Metrics

Turnover
+30.3%
vs prior filed quarter
Top-10 Concentration
+59.0%
share of reported value
Largest Position
+8.9%
Sea Ltd Adr SE US
New / Exited
7 / 6
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: 66.0%ADR: 22.6%Other: 11.3%
  • Common Stock · 66.0% · $3.0B
  • ADR · 22.6% · $1.0B
  • Other · 11.3% · $517M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPGIS&P GLOBAL INC (SPGI US)NEW+773.5K773.5K+$273M$273M
PDDPINDUODUO INC-ADR (PDD US)NEW+1.38M1.38M+$185M$185M
PTONPELOTON INTERACTIVE INC-A (PTON US)NEW+1.19M1.19M+$134M$134M
TPG PACE BENEFICIAL FIN-CL A (TPGY US)NEW+4.96M4.96M+$97M$97M
CLOOPEN GROUP HOLDING LTD (RAAS US)NEW+1.22M1.22M+$17M$17M
ARYA SCIENCES ACQUISITION-A (ARYD US)NEW+1.00M1.00M+$10M$10M
IMCRIMMUNOCORE HOLDINGS PLC-ADR (IMCR US)NEW+138.2K138.2K+$6M$6M
VVISA INC-CLASS A SHARES (V US)ADDED+754.9K1.31M+$156M$276M

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

Holdings — Q1 2021

32 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1SESEA LTD-ADR (SE US)history →SPONSORD ADS8.88%$404M1.81M
2BEKEKE HOLDINGS INC (BEKE US)history →SPONSORED ADS7.99%$364M6.39M
3MSFTMICROSOFT CORP (MSFT US)history →COM6.44%$294M1.25M
4VVISA INC-CLASS A SHARES (V US)history →COM CL A6.07%$276M1.31M
5SPGIS&P GLOBAL INC (SPGI US)history →COM5.99%$273M773.5K
6MLB1MERCADOLIBRE INC (MELI US)history →COM5.43%$248M168.2K
7STONECO LTD-A (STNE US)COM CL A4.68%$213M3.48M
8SHOPSHOPIFY INC - CLASS A (SHOP US)history →CL A4.65%$212M191.4K
9PYPLPAYPAL HOLDINGS INC (PYPL US)history →COM4.54%$207M852.0K
10MDBMONGODB INC (MDB US)history →CL A4.35%$198M741.2K
11PDDPINDUODUO INC-ADR (PDD US)history →SPONSORED ADS4.07%$185M1.38M
12ATLASSIAN CORP PLC-CLASS A (TEAM US)CL A3.94%$179M850.7K
13TWLOTWILIO INC - A (TWLO US)history →CL A3.80%$173M507.5K
14AMZNAMAZON.COM INC (AMZN US)history →COM3.63%$165M53.4K
15BILLBILL.COM HOLDINGS INC (BILL US)history →COM3.52%$161M1.10M
16XYZSQUARE INC - A (SQ US)history →CL A3.45%$157M692.1K
17DKNG1USDDRAFTKINGS INC - CL A (DKNG US)history →COM CL A3.03%$138M2.25M
18PTONPELOTON INTERACTIVE INC-A (PTON US)history →CL A COM2.95%$134M1.19M
19ZNTLZENTALIS PHARMACEUTICALS INC (ZNTL US)history →COM2.54%$116M2.66M
20TPG PACE BENEFICIAL FIN-CL A (TPGY US)CL A COM2.13%$97M4.96M
21MTCHMATCH GROUP INC (MTCH US)history →COM1.61%$73M534.4K
22FTCHQFARFETCH LTD-CLASS A (FTCH US)history →ORD SH CL A1.55%$70M1.33M
23BCYCBICYCLE THERAPEUTICS LTD-ADR (BCYC US)history →SPONSORED ADS1.28%$58M1.96M
24CHWYCHEWY INC - CLASS A (CHWY US)history →CL A1.24%$57M668.3K
25INBXUSDINHIBRX INC (INBX US)history →COM0.48%$22M1.10M
26CLOOPEN GROUP HOLDING LTD (RAAS US)ADS0.37%$17M1.22M
27XCUREXICURE INC (XCUR US)history →COM0.35%$16M7.34M
28NBTXNANOBIOTIX SA - ADR (NBTX US)history →SPONSORED ADS0.25%$11M750.0K
29ARYA SCIENCES ACQUISITION-A (ARYD US)CL A0.23%$10M1.00M
30TSHATAYSHA GENE THERAPIES INC (TSHA US)history →COM SHS0.22%$10M500.0K
31OLMAOLEMA PHARMACEUTICALS INC (OLMA US)COM0.19%$9M260.0K
32IMCRIMMUNOCORE HOLDINGS PLC-ADR (IMCR US)ADS0.13%$6M138.2K

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 ↗.