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) 1,154

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 5.02%
Consumer/Non-Cyclical 3.29%
Energy
Financial 12.91%
Healthcare
Services 75.33%
Technology
Transportation
Utilities

15 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AUTOHOME INC SP ADR RP CL A -55,904 Sold Out 0
MONSTER BEVERAGE CORP NEW COM -119,455 Sold Out 0
TRIPADVISOR INC COM -93,137 Sold Out 0
ZILLOW GROUP INC CL A -20,228 Sold Out 0
LIBERTY GLOBAL PLC SHS CL A 111,031 -40,391 (26.68) 2,116,495
LIBERTY GLOBAL PLC LILAC SHS CL A 4,525 -1,646 (26.67) 105,825
MCGRAW HILL FINL INC COM 84,082 -3,729 (4.25) 826,357
AMAZON COM INC COM 230,183 -9,972 (4.15) 429,325
KATE SPADE & CO COM 57,908 -670 (1.14) 2,878,145
BOSTON BEER INC CL A 37,926 37,926 New 171,984
DUNKIN BRANDS GROUP INC COM 88,869 88,869 New 1,649,080
ON DECK CAP INC COM 39,857 39,857 New 2,981,055
MASTERCARD INC CL A 148,954 18,921 14.55 1,529,301
NETFLIX INC COM 255,847 46,650 22.30 2,238,187
YELP INC CL A 94,544 24,483 34.95 3,581,228