TYBOURNE CAPITAL MANAGEMENT HK LTD Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 13
New Positions 2
Increased Positions 7
Decreased Positions 6
Positions with Activity 13
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,048

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 10.6%
Consumer/Non-Cyclical 13.09%
Energy
Financial 11.81%
Healthcare
Services 59.08%
Technology 0%
Transportation
Utilities

7 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBERTY GLOBAL PLC SHS CL A 149,805 149,805 New 3,196,186
MASTERCARD INC CL A 123,793 4,795 4.03 1,461,199
KATE SPADE & CO COM 111,150 44,868 67.69 3,678,037
MCGRAW HILL FINL INC COM 93,319 42,116 82.26 1,014,442
NETFLIX INC COM 90,047 1,270 1.43 249,936
TRIPADVISOR INC COM 65,666 28,572 77.03 920,848
NU SKIN ENTERPRISES INC CL A 1,968 1,968 New 47,814


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