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) 2,481

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 38.98%
Consumer Non-Cyclicals 3.67%
Financials 4.95%
Healthcare
Technology 52.4%
Telecommunication Services
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 370,644 15,811 4.46 412,500
CHIPOTLE MEXICAN GRILL INC COM 330,999 92,307 38.67 690,891
JD COM INC SPON ADR CL A 287,314 287,314 New 8,364,300
WORKDAY INC CL A 270,251 66,328 32.53 3,179,428
CHARTER COMMUNICATIONS INC NEW CL A 265,423 -397,194 (59.94) 784,161
ALIBABA GROUP HLDG LTD SPONSORED ADS 255,889 255,889 New 2,262,300
NETFLIX INC COM 246,483 246,483 New 1,725,229
SALESFORCE COM INC COM 239,903 1,978 .83 2,863,144
ZILLOW GROUP INC CL C CAP STK 122,753 -39,025 (24.12) 3,353,000
BOSTON BEER INC CL A 90,968 -35,791 (28.24) 654,213
ON DECK CAP INC COM -28,134 Sold Out 0
YELP INC CL A -146,439 Sold Out 0