SEC 13F Intelligence

Managers / Q2 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
$4.7B
Q2 2021
Positions
29
Filings on Record
29
2019–present window
Filed
Jul 22, 2021
original filing

Summary

Tybourne Capital Management (Hk) Ltd reported $4.7B in U.S.-listed holdings across 29 positions for Q2 2021.

Its largest position, BEKE, represents 9.3% of the portfolio.

Compared with Q1 2021, the fund opened 2 new positions and exited 5.

Portfolio Metrics

Turnover
+19.1%
vs prior filed quarter
Top-10 Concentration
+66.2%
share of reported value
Largest Position
+9.3%
Ke Holdings Inc Beke US
New / Exited
2 / 5
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: 71.1%ADR: 23.8%Other: 5.1%
  • Common Stock · 71.1% · $3.4B
  • ADR · 23.8% · $1.1B
  • Other · 5.1% · $243M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
COUPA SOFTWARE INC (COUP US)NEW+770.2K770.2K+$202M$202M
RENEO PHARMACEUTICALS INC (RPHM US)NEW+750.0K750.0K+$7M$7M
MSFTMICROSOFT CORP (MSFT US)SOLD OUT−1.25M0−$294M$0
DRAFTKINGS INC - CL A (DKNG US)SOLD OUT−2.25M0−$138M$0
MTCHMATCH GROUP INC (MTCH US)SOLD OUT−534.4K0−$73M$0
FTCHQFARFETCH LTD-CLASS A (FTCH US)SOLD OUT−1.33M0−$70M$0
CHWYCHEWY INC - CLASS A (CHWY US)SOLD OUT−668.3K0−$57M$0
PTONPELOTON INTERACTIVE INC-A (PTON US)ADDED+1.17M2.36M+$159M$293M

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

Holdings — Q2 2021

29 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1BEKEKE HOLDINGS INC (BEKE US)history →SPONSORED ADS9.27%$440M9.24M
2SESEA LTD-ADR (SE US)history →SPONSORD ADS8.05%$382M1.39M
3MELIMERCADOLIBRE INC (MELI US)history →COM7.74%$368M236.1K
4AMZNAMAZON.COM INC (AMZN US)history →COM7.12%$338M98.2K
5SHOPSHOPIFY INC - CLASS A (SHOP US)history →CL A6.37%$302M207.0K
6PTONPELOTON INTERACTIVE INC-A (PTON US)history →CL A COM6.17%$293M2.36M
7TWLOTWILIO INC - A (TWLO US)history →CL A5.61%$266M675.9K
8STNESTONECO LTD-A (STNE US)history →COM CL A5.52%$262M3.91M
9VVISA INC-CLASS A SHARES (V US)history →COM CL A5.45%$259M1.11M
10PDDPINDUODUO INC-ADR (PDD US)history →SPONSORED ADS4.93%$234M1.84M
11MDBMONGODB INC (MDB US)history →CL A4.76%$226M624.6K
12SPGIS&P GLOBAL INC (SPGI US)history →COM4.69%$223M542.9K
13COUPA SOFTWARE INC (COUP US)COM4.25%$202M770.2K
14BILLBILL.COM HOLDINGS INC (BILL US)history →COM3.23%$153M836.7K
15ATLASSIAN CORP PLC-CLASS A (TEAM US)CL A3.17%$151M586.7K
16PYPLPAYPAL HOLDINGS INC (PYPL US)history →COM3.01%$143M489.7K
17ZNTLZENTALIS PHARMACEUTICALS INC (ZNTL US)history →COM2.98%$142M2.66M
18XYZSQUARE INC - A (SQ US)history →CL A2.92%$139M569.4K
19TPG PACE BENEFICIAL FIN-CL A (TPGY US)CL A COM1.34%$64M4.96M
20BCYCBICYCLE THERAPEUTICS LTD-ADR (BCYC US)history →SPONSORED ADS1.25%$59M1.96M
21INHIBRX INC (INBX US)COM0.64%$30M1.10M
22XCUREXICURE INC (XCUR US)history →COM0.23%$11M7.34M
23ARYA SCIENCES ACQUISITION-A (ARYD US)CL A0.23%$11M1.00M
24TSHATAYSHA GENE THERAPIES INC (TSHA US)history →COM SHS0.22%$11M500.0K
25CLOOPEN GROUP HOLDING LTD (RAAS US)ADS0.22%$10M1.22M
26NBTXNANOBIOTIX SA - ADR (NBTX US)history →SPONSORED ADS0.22%$10M750.0K
27RENEO PHARMACEUTICALS INC (RPHM US)COM0.15%$7M750.0K
28OLMAOLEMA PHARMACEUTICALS INC (OLMA US)COM0.14%$7M240.0K
29IMCRIMMUNOCORE HOLDINGS PLC-ADR (IMCR US)ADS0.11%$5M138.2K

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 ↗.