TYBOURNE CAPITAL MANAGEMENT HK LTD Information

2302 CHEUNG KONG CENTER, HONG KONG, , XXXXX, (523) 983-6869

Report Date: 03/31/2015

Position Statistics

Total Positions 14
New Positions 3
Increased Positions 6
Decreased Positions 8
Positions with Activity 14
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,149

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 6.25%
Consumer/Non-Cyclical 3.89%
Energy
Financial 12.31%
Healthcare
Services 73.8%
Technology
Transportation
Utilities

14 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 199,205 36,322 22.30 319,741
AMAZON COM INC COM 185,005 -8,015 (4.15) 429,325
YELP INC CL A 169,786 43,968 34.95 3,581,228
MASTERCARD INC CL A 141,552 17,981 14.55 1,529,301
LIBERTY GLOBAL PLC SHS CL A 121,529 -44,210 (26.68) 2,116,495
DUNKIN BRANDS GROUP INC COM 86,989 86,989 New 1,649,080
MCGRAW HILL FINL INC COM 85,735 -3,802 (4.25) 826,357
KATE SPADE & CO COM 71,867 -831 (1.14) 2,878,145
BOSTON BEER INC CL A 44,661 44,661 New 171,984
ON DECK CAP INC COM 43,106 43,106 New 2,981,055
AUTOHOME INC SP ADR RP CL A -66,814 Sold Out 0
MONSTER BEVERAGE CORP COM -98,933 Sold Out 0
TRIPADVISOR INC COM -89,769 Sold Out 0
ZILLOW GROUP INC CL A -22,811 Sold Out 0