TYBOURNE CAPITAL MANAGEMENT (HK) LTD [Rocket]

Holdings

TYBOURNE CAPITAL MANAGEMENT (HK) LTD

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
MICROSOFT CORP	MSFT	Common	261,563	-41,971	89,072,664,000	1,563,812,000	9.63	0.00	Hist	06/30/2023
AMAZON COM INC	AMZN	Common	621,172	-89,530	80,975,981,000	7,567,572,000	8.75		Hist	06/30/2023
CANADIAN PACIFIC KANSAS CITY LTD/CN	CP	Stock	994,199	994,199	80,301,453,000	80,301,453,000	8.68	0.11	Hist	06/30/2023
VISA INC.	V	CL A	285,008	-39,156	67,683,700,000	-5,402,315,000	7.31		Hist	06/30/2023
S&P Global Inc.	SPGI	COM	166,280	-22,956	66,659,989,000	1,417,093,000	7.20	0.05	Hist	06/30/2023
LINDE PLC	LIN	SHS	162,277	-23,011	61,840,519,000	-4,018,248,000	6.68	0.03	Hist	06/30/2023
MERCADOLIBRE INC	MELI	Common	41,184	-8,307	48,786,566,000	-16,445,541,000	5.27	0.08	Hist	06/30/2023
ACELYRIN, Inc.	SLRN	Common	2,230,442	2,230,442	46,616,238,000	46,616,238,000	5.04		Hist	06/30/2023
IQVIA HOLDINGS INC.	IQV	COM	199,241	-23,342	44,783,400,000	513,867,000	4.84		Hist	06/30/2023
KE Holdings Inc.	BEKE	SPONSORED ADS	2,542,300	-88,547	37,753,155,000	-11,812,002,000	4.08		Hist	06/30/2023
MongoDB, Inc.	MDB	COM	87,887	-12,736	36,120,678,000	12,663,444,000	3.90		Hist	06/30/2023
BICYCLE THERAPEUTICS plc	BCYC	SPONSORED ADS	1,281,820	-127,011	32,712,046,000	2,746,211,000	3.54		Hist	06/30/2023
H World Group Ltd	HTHT	SPONSORED ADS	837,699	4,840	32,485,967,000	-8,307,467,000	3.51		Hist	06/30/2023
LAM RESEARCH CORP	LRCX	Common	48,692	-7,087	31,302,139,000	1,732,576,000	3.38	0.04	Hist	06/30/2023
TEXAS INSTRUMENTS INC	TXN	Common	163,278	72,278	29,393,306,000	12,466,396,000	3.18		Hist	06/30/2023
Zentalis Pharmaceuticals, Inc.	ZNTL	Common	961,486	-670,803	27,123,520,000	-951,851,000	2.93	1.62	Hist	06/30/2023
Sea Ltd	SE	Common	443,805	-47,850	25,758,442,000	-16,794,298,000	2.78	0.08	Hist	06/30/2023
StoneCo Ltd.	STNE	Common	1,911,423	-292,547	24,351,529,000	3,325,655,000	2.63		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	45,615	-51,562	19,296,057,000	-7,696,799,000	2.09	0.00	Hist	06/30/2023
SHOPIFY INC.	SHOP	Common	209,410	-410,800	13,527,886,000	-16,204,981,000	1.46		Hist	06/30/2023
LianBio	LIAN	SPONSORED ADS	3,303,573	0	7,532,146,000	1,057,143,000	0.81		Hist	06/30/2023
ZILLOW GROUP, INC.	ZG	CL A	37,173	12,283	1,828,912,000	741,219,000	0.20		Hist	06/30/2023
DoorDash, Inc.	DASH	COM	23,034	23,034	1,760,258,000	1,760,258,000	0.19		Hist	06/30/2023
Block, Inc.	SQ	Common	22,271	11,081	1,482,580,000	714,386,000	0.16		Hist	06/30/2023
ON SEMICONDUCTOR CORP	ON	Common	15,478	-539	1,463,909,000	145,390,000	0.16		Hist	06/30/2023
International Money Express, Inc.	IMXI	Common	58,631	39,188	1,438,218,000	936,977,000	0.16	0.16	Hist	06/30/2023
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	TSM	SPONSORED ADS	14,174	10,942	1,430,440,000	1,129,799,000	0.15		Hist	06/30/2023
Opendoor Technologies Inc.	OPEN	Common	291,511	-23,100	1,171,874,000	618,159,000	0.13	0.04	Hist	06/30/2023
COHERENT CORP.	COHR	Stock	20,882	20,882	1,064,564,000	1,064,564,000	0.12	0.01	Hist	06/30/2023
Kanzhun Ltd	BZ	SPONSORED ADS	70,602	65,499	1,062,560,000	965,450,000	0.11		Hist	06/30/2023
Coupang, Inc.	CPNG	Common Stock	59,756	49,948	1,039,754,000	882,826,000	0.11		Hist	06/30/2023
Taysha Gene Therapies, Inc.	TSHA	Common	1,500,000	0	991,500,000	-204,900,000	0.11	2.34	Hist	06/30/2023
Global-E Online Ltd.	GLBE	SHS	22,265	22,265	911,529,000	911,529,000	0.10	0.01	Hist	06/30/2023
Spotify Technology S.A.	SPOT	COM	5,494	-595	882,062,000	68,450,000	0.10	0.00	Hist	06/30/2023
Criteo S.A.	CRTO	Common	25,100	25,100	846,874,000	846,874,000	0.09		Hist	06/30/2023
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