TYBOURNE CAPITAL MANAGEMENT HK LTD Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 12
New Positions 1
Increased Positions 9
Decreased Positions 3
Positions with Activity 12
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,091

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 7.73%
Consumer/Non-Cyclical 5.41%
Energy
Financial 0%
Healthcare
Services 81.98%
Technology
Transportation
Utilities

12 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
NETFLIX INC COM -263,345 Sold Out 0
MASTERCARD INC CL A -143,831 Sold Out 0
MCGRAW HILL FINL INC COM -81,884 Sold Out 0
LIBERTY GLOBAL PLC LILAC SHS CL A 4,371 715 19.56 126,521
LIBERTY GLOBAL PLC SHS CL A 124,142 20,307 19.56 2,530,411
BOSTON BEER INC CL A 59,039 23,234 64.89 283,584
ON DECK CAP INC COM 53,223 26,155 96.63 5,861,537
DUNKIN BRANDS GROUP INC COM 115,225 30,248 35.60 2,236,083
YELP INC CL A 116,767 30,889 35.97 4,869,344
KATE SPADE & CO COM 84,344 31,329 59.09 4,578,937
AMAZON COM INC COM 259,910 37,360 16.79 501,398
CHARTER COMMUNICATIONS INC DEL CL A NEW 273,731 273,731 New 1,506,917