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) 1,179

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 8.52%
Consumer/Non-Cyclical 8.17%
Energy
Financial 10.5%
Healthcare
Services 68.07%
Technology
Transportation
Utilities

6 INCREASED 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 172,617 13,565 8.53 447,925
YELP INC CL A 125,128 57,646 85.42 2,653,835
NETFLIX INC COM 125,055 5,503 4.60 261,441
TRIPADVISOR INC COM 104,623 22,511 27.42 1,173,301
AUTOHOME INC SP ADR RP CL A 55,919 4,381 8.50 1,441,203
ZILLOW GROUP INC CL A 28,053 28,053 New 248,192