TYBOURNE CAPITAL MANAGEMENT HK LTD Information

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

Report Date: 12/31/2016

Position Statistics

Total Positions 12
New Positions 3
Increased Positions 7
Decreased Positions 5
Positions with Activity 12
Sold Out Positions 2
Total Mkt Value (in $ millions) 2,326

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

Sector Weighting

Energy
Basic Materials
Industrials
Consumer Cyclicals 27.05%
Consumer Non-Cyclicals 4.17%
Financials 5.07%
Healthcare
Technology 52.9%
Telecommunication Services 10.81%
Utilities

12 Activity Positions as of 12/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 347,820 14,838 4.46 412,500
CHIPOTLE MEXICAN GRILL INC COM 281,552 78,518 38.67 690,891
WORKDAY INC CL A 260,141 63,846 32.53 3,179,428
JD COM INC SPON ADR CL A 253,606 253,606 New 8,364,300
CHARTER COMMUNICATIONS INC NEW CL A 251,449 -376,283 (59.94) 784,161
NETFLIX INC COM 245,707 245,707 New 1,725,229
ALIBABA GROUP HLDG LTD SPONSORED ADS 237,745 237,745 New 2,262,300
SALESFORCE COM INC COM 233,489 1,925 .83 2,863,144
ZILLOW GROUP INC CL C CAP STK 117,925 -37,490 (24.12) 3,353,000
BOSTON BEER INC CL A 97,052 -38,185 (28.24) 654,213
ON DECK CAP INC COM -27,825 Sold Out 0
YELP INC CL A -147,007 Sold Out 0