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) 1,075

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 8.1%
Consumer/Non-Cyclical 5.32%
Energy
Financial 0%
Healthcare
Services 81.58%
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
MASTERCARD INC CL A -138,295 Sold Out 0
MCGRAW HILL FINL INC COM -77,397 Sold Out 0
NETFLIX INC COM -235,994 Sold Out 0
CHARTER COMMUNICATIONS INC DEL CL A NEW 270,763 270,763 New 1,506,917
AMAZON COM INC COM 255,989 36,797 16.79 501,398
LIBERTY GLOBAL PLC SHS CL A 118,474 19,380 19.56 2,530,411
LIBERTY GLOBAL PLC LILAC SHS CL A 4,118 674 19.56 126,521
DUNKIN BRANDS GROUP INC COM 109,233 28,675 35.60 2,236,083
YELP INC CL A 118,228 31,275 35.97 4,869,344
KATE SPADE & CO COM 87,091 32,349 59.09 4,578,937
BOSTON BEER INC CL A 57,142 22,487 64.89 283,584
ON DECK CAP INC COM 53,692 26,385 96.63 5,861,537