TYBOURNE CAPITAL MANAGEMENT HK LTD Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 12
New Positions 1
Increased Positions 6
Decreased Positions 6
Positions with Activity 12
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,206

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 7.94%
Consumer/Non-Cyclical 9.11%
Energy
Financial 10.1%
Healthcare
Services 66.58%
Technology
Transportation
Utilities

12 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 189,414 14,885 8.53 447,925
LIBERTY GLOBAL PLC SHS CL A 153,299 -16,451 (9.69) 2,886,440
NETFLIX INC COM 145,630 6,409 4.60 261,441
MASTERCARD INC CL A 121,823 -11,512 (8.63) 1,335,042
MONSTER BEVERAGE CORP COM 109,793 -64,627 (37.05) 777,955
YELP INC CL A 105,516 48,611 85.42 2,653,835
KATE SPADE & CO COM 95,757 -25,214 (20.84) 2,911,423
TRIPADVISOR INC COM 94,826 20,403 27.42 1,173,301
MCGRAW HILL FINL INC COM 89,942 -15,783 (14.93) 863,005
AUTOHOME INC SP ADR RP CL A 75,562 5,920 8.50 1,441,203
ZILLOW GROUP INC CL A 24,256 24,256 New 248,192
NU SKIN ENTERPRISES INC CL A -2,817 Sold Out 0