TYBOURNE CAPITAL MANAGEMENT HK LTD Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 15
New Positions 3
Increased Positions 6
Decreased Positions 9
Positions with Activity 15
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,100

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 5.5%
Consumer/Non-Cyclical 3.53%
Energy
Financial 13.14%
Healthcare
Services 74.62%
Technology
Transportation
Utilities

6 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 211,669 38,595 22.30 319,741
MASTERCARD INC CL A 144,550 18,361 14.55 1,529,301
YELP INC CL A 134,260 34,768 34.95 3,581,228
DUNKIN BRANDS GROUP INC COM 91,623 91,623 New 1,649,080
BOSTON BEER INC CL A 38,848 38,848 New 171,984
ON DECK CAP INC COM 35,296 35,296 New 2,981,055