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) 1,053

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 10.11%
Consumer/Non-Cyclical 14.27%
Energy
Financial 11.6%
Healthcare
Services 59.57%
Technology 0%
Transportation
Utilities

13 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
MANCHESTER UTD PLC NEW ORD CL A -48,624 Sold Out 0
PANDORA MEDIA INC COM -53,200 Sold Out 0
YELP INC CL A 79,305 -55,356 (41.11) 1,431,235
AMAZON COM INC COM 127,804 -52,797 (29.23) 412,725
AUTOHOME INC SP ADR RP CL A 46,955 -14,972 (24.18) 1,328,282
MONSTER BEVERAGE CORP COM 148,238 -29,826 (16.75) 1,235,882
LIBERTY GLOBAL PLC SHS CL A 151,435 151,435 New 3,196,186
NU SKIN ENTERPRISES INC CL A 2,039 2,039 New 47,814
NETFLIX INC COM 111,611 1,575 1.43 249,936
MASTERCARD INC CL A 122,156 4,732 4.03 1,461,199
KATE SPADE & CO COM 106,442 42,968 67.69 3,678,037
TRIPADVISOR INC COM 63,833 27,775 77.03 920,848
MCGRAW HILL FINL INC COM 93,542 42,217 82.26 1,014,442


Create your free portfolio