SEC 13F Intelligence

Managers / Q4 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
$3.4B
Q4 2021
Positions
26
Filings on Record
29
2019–present window
Filed
Feb 25, 2022
amendment (RESTATEMENT)

Summary

Tybourne Capital Management (Hk) Ltd reported $3.4B in U.S.-listed holdings across 26 positions for Q4 2021.

Its largest position, MELI, represents 10.5% of the portfolio.

Compared with Q3 2021, the fund opened 6 new positions and exited 4.

Portfolio Metrics

Turnover
+13.2%
vs prior filed quarter
Top-10 Concentration
+72.4%
share of reported value
Largest Position
+10.5%
Mercadolibre Inc Meli US
New / Exited
6 / 4
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: 67.8%ADR: 29.2%Other: 3.0%
  • Common Stock · 67.8% · $2.3B
  • ADR · 29.2% · $986M
  • Other · 3.0% · $100M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2021 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
RBLXROBLOX CORP -CLASS A (RBLX US)NEW+939.5K939.5K+$97M$97M
QCOMQUALCOMM INC (QCOM US)NEW+363.4K363.4K+$66M$66M
HTHTHUAZHU GROUP LTD-ADR (HTHT US)NEW+1.33M1.33M+$49M$49M
GTLBGITLAB INC-CL A (GTLB US)NEW+313.4K313.4K+$27M$27M
LIANYLIANBIO-ADR (LIAN US)NEW+3.31M3.31M+$20M$20M
EQRX INC (EQRX US)NEW+2.29M2.29M+$16M$16M
COUPA SOFTWARE INC (COUP US)SOLD OUT−1.00M0−$220M$0
TPG PACE BENEFICIAL FIN-CL A (TPGY US)SOLD OUT−4.96M0−$52M$0

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

Holdings — Q4 2021

26 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1MELIMERCADOLIBRE INC (MELI US)history →COM10.48%$353M261.8K
2BEKEKE HOLDINGS INC (BEKE US)history →SPONSORED ADS9.61%$324M16.09M
3AMZNAMAZON.COM INC (AMZN US)history →COM8.85%$298M89.4K
4SESEA LTD-ADR (SE US)history →SPONSORD ADS7.80%$263M1.17M
5ZNTLZENTALIS PHARMACEUTICALS INC (ZNTL US)history →COM6.56%$221M2.63M
6VVISA INC-CLASS A SHARES (V US)history →COM CL A6.45%$217M1.00M
7PDDPINDUODUO INC-ADR (PDD US)history →SPONSORED ADS6.05%$204M3.50M
8MDBMONGODB INC (MDB US)history →CL A5.92%$199M376.5K
9SHOPSHOPIFY INC - CLASS A (SHOP US)history →CL A5.49%$185M134.4K
10SNOWSNOWFLAKE INC-CLASS A (SNOW US)history →CL A5.17%$174M514.0K
11TWLOTWILIO INC - A (TWLO US)history →CL A4.46%$150M570.1K
12XYZBLOCK INC (SQ US)history →CL A4.33%$146M903.2K
13BCYCBICYCLE THERAPEUTICS LTD-ADR (BCYC US)history →SPONSORED ADS3.71%$125M2.05M
14STNESTONECO LTD-A (STNE US)history →COM CL A2.89%$97M5.77M
15RBLXROBLOX CORP -CLASS A (RBLX US)history →CL A2.88%$97M939.5K
16ATLASSIAN CORP PLC-CLASS A (TEAM US)CL A2.07%$70M183.0K
17QCOMQUALCOMM INC (QCOM US)history →COM1.97%$66M363.4K
18HTHTHUAZHU GROUP LTD-ADR (HTHT US)history →SPONSORED ADS1.47%$49M1.33M
19INHIBRX INC (INBX US)COM1.33%$45M1.03M
20GTLBGITLAB INC-CL A (GTLB US)history →CLASS A COM0.81%$27M313.4K
21LIANYLIANBIO-ADR (LIAN US)history →SPONSORED ADS0.61%$20M3.31M
22EQRX INC (EQRX US)COM0.46%$16M2.29M
23MELI KASZEK PIONEER CORP-A (MEKA US)CLASS A ORD0.24%$8M700.0K
24RENEO PHARMACEUTICALS INC (RPHM US)COM0.19%$6M750.0K
25TSHATAYSHA GENE THERAPIES INC (TSHA US)COM SHS0.17%$6M500.0K
26XCUREXICURE INC (XCUR US)COM0.04%$1M7.33M

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 ↗.