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) 1,146

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 4.94%
Consumer/Non-Cyclical 3.35%
Energy
Financial 13.13%
Healthcare
Services 75.28%
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
BOSTON BEER INC CL A 38,433 38,433 New 171,984
MASTERCARD INC CL A 150,499 19,117 14.55 1,529,301
YELP INC CL A 93,219 24,140 34.95 3,581,228
ZILLOW GROUP INC CL A -20,622 Sold Out 0
AMAZON COM INC COM 230,444 -9,984 (4.15) 429,325
DUNKIN BRANDS GROUP INC COM 89,083 89,083 New 1,649,080
KATE SPADE & CO COM 56,671 -655 (1.14) 2,878,145
MCGRAW HILL FINL INC COM 84,983 -3,769 (4.25) 826,357
MONSTER BEVERAGE CORP NEW COM -118,389 Sold Out 0
NETFLIX INC COM 249,692 45,528 22.30 2,238,187
ON DECK CAP INC COM 37,770 37,770 New 2,981,055
TRIPADVISOR INC COM -92,327 Sold Out 0
LIBERTY GLOBAL PLC LILAC SHS CL A 4,591 -1,670 (26.67) 105,825
LIBERTY GLOBAL PLC SHS CL A 110,926 -40,353 (26.68) 2,116,495
AUTOHOME INC SP ADR RP CL A -55,472 Sold Out 0