SEC 13F Intelligence

Managers / Q3 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
$4.0B
Q3 2021
Positions
24
Filings on Record
29
2019–present window
Filed
Oct 27, 2021
original filing

Summary

Tybourne Capital Management (Hk) Ltd reported $4.0B in U.S.-listed holdings across 24 positions for Q3 2021.

Its largest position, SE, represents 9.8% of the portfolio.

Compared with Q2 2021, the fund opened 2 new positions and exited 7.

Portfolio Metrics

Turnover
+15.1%
vs prior filed quarter
Top-10 Concentration
+71.3%
share of reported value
Largest Position
+9.8%
Sea Ltd Adr SE US
New / Exited
2 / 7
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: 60.4%ADR: 27.4%Other: 12.2%
  • Common Stock · 60.4% · $2.4B
  • ADR · 27.4% · $1.1B
  • Other · 12.2% · $484M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SNOWSNOWFLAKE INC-CLASS A (SNOW US)NEW+959.7K959.7K+$290M$290M
MELI KASZEK PIONEER CORP-A (MEKA US)NEW+700.0K700.0K+$8M$8M
PTONPELOTON INTERACTIVE INC-A (PTON US)SOLD OUT−2.36M0−$293M$0
SPGIS&P GLOBAL INC (SPGI US)SOLD OUT−542.9K0−$223M$0
BILLBILL.COM HOLDINGS INC (BILL US)SOLD OUT−836.7K0−$153M$0
PYPLPAYPAL HOLDINGS INC (PYPL US)SOLD OUT−489.7K0−$143M$0
NBTXNANOBIOTIX SA - ADR (NBTX US)SOLD OUT−750.0K0−$10M$0
OLMAOLEMA PHARMACEUTICALS INC (OLMA US)SOLD OUT−240.0K0−$7M$0

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

Holdings — Q3 2021

24 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1SESEA LTD-ADR (SE US)history →SPONSORD ADS9.83%$390M1.22M
2MELIMERCADOLIBRE INC (MELI US)history →COM8.79%$349M207.7K
3PDDPINDUODUO INC-ADR (PDD US)history →SPONSORED ADS7.99%$317M3.50M
4BEKEKE HOLDINGS INC (BEKE US)history →SPONSORED ADS7.53%$299M16.38M
5SNOWSNOWFLAKE INC-CLASS A (SNOW US)history →CL A7.31%$290M959.7K
6MDBMONGODB INC (MDB US)history →CL A6.94%$276M584.5K
7VVISA INC-CLASS A SHARES (V US)history →COM CL A6.21%$247M1.11M
8XYZSQUARE INC - A (SQ US)history →CL A5.69%$226M941.4K
9COUPA SOFTWARE INC (COUP US)COM5.54%$220M1.00M
10AMZNAMAZON.COM INC (AMZN US)history →COM5.47%$217M66.1K
11ATLASSIAN CORP PLC-CLASS A (TEAM US)CL A5.10%$202M517.2K
12STONECO LTD-A (STNE US)COM CL A5.04%$200M5.77M
13SHOPSHOPIFY INC - CLASS A (SHOP US)history →CL A4.79%$190M140.1K
14ZNTLZENTALIS PHARMACEUTICALS INC (ZNTL US)history →COM4.47%$178M2.66M
15TWLOTWILIO INC - A (TWLO US)history →CL A3.86%$153M480.0K
16BCYCBICYCLE THERAPEUTICS LTD-ADR (BCYC US)history →SPONSORED ADS2.05%$81M1.96M
17TPG PACE BENEFICIAL FIN-CL A (TPGY US)CL A COM1.32%$52M4.96M
18INHIBRX INC (INBX US)COM0.86%$34M1.03M
19ARYA SCIENCES ACQUISITION-A (ARYD US)CL A0.25%$10M1.00M
20TSHATAYSHA GENE THERAPIES INC (TSHA US)COM SHS0.23%$9M500.0K
21XCUREXICURE INC (XCUR US)COM0.22%$9M7.33M
22MELI KASZEK PIONEER CORP-A (MEKA US)CLASS A ORD0.19%$8M700.0K
23RENEO PHARMACEUTICALS INC (RPHM US)COM0.14%$6M750.0K
24CLOOPEN GROUP HOLDING LTD (RAAS US)ADS0.14%$5M1.22M

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 ↗.