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 14
New Positions 3
Increased Positions 6
Decreased Positions 8
Positions with Activity 14
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,156

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 6.34%
Consumer/Non-Cyclical 3.87%
Energy
Financial 12.32%
Healthcare
Services 73.67%
Technology
Transportation
Utilities

14 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
MONSTER BEVERAGE CORP COM -98,112 Sold Out 0
TRIPADVISOR INC COM -89,546 Sold Out 0
AUTOHOME INC SP ADR RP CL A -66,584 Sold Out 0
LIBERTY GLOBAL PLC SHS CL A 120,661 -43,895 (26.68) 2,116,495
ZILLOW GROUP INC CL A -23,077 Sold Out 0
AMAZON COM INC COM 185,035 -8,016 (4.15) 429,325
MCGRAW HILL FINL INC COM 85,677 -3,800 (4.25) 826,357
KATE SPADE & CO COM 73,249 -847 (1.14) 2,878,145
MASTERCARD INC CL A 142,485 18,099 14.55 1,529,301
NETFLIX INC COM 199,490 36,374 22.30 319,741
ON DECK CAP INC COM 43,941 43,941 New 2,981,055
BOSTON BEER INC CL A 44,754 44,754 New 171,984
YELP INC CL A 173,976 45,053 34.95 3,581,228
DUNKIN BRANDS GROUP INC COM 86,824 86,824 New 1,649,080