TYBOURNE CAPITAL MANAGEMENT HK LTD Information

2302 CHEUNG KONG CENTER, HONG KONG, , XXXXX, (523) 983-6869

Report Date: 12/31/2014

Position Statistics

Total Positions 12
New Positions 1
Increased Positions 6
Decreased Positions 6
Positions with Activity 12
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,143

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 8.42%
Consumer/Non-Cyclical 9.26%
Energy
Financial 10.2%
Healthcare
Services 66.59%
Technology
Transportation
Utilities

12 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MASTERCARD INC CL A 116,643 -11,022 (8.63) 1,335,042
NU SKIN ENTERPRISES INC CL A -2,832 Sold Out 0
YELP INC CL A 121,439 55,946 85.42 2,653,835
ZILLOW GROUP INC CL A 25,613 25,613 New 248,192
MCGRAW HILL FINL INC COM 89,563 -15,716 (14.93) 863,005
AMAZON COM INC COM 166,162 13,058 8.53 447,925
KATE SPADE & CO COM 96,223 -25,337 (20.84) 2,911,423
MONSTER BEVERAGE CORP COM 105,821 -62,290 (37.05) 777,955
NETFLIX INC COM 110,263 4,852 4.60 261,441
TRIPADVISOR INC COM 98,768 21,251 27.42 1,173,301
LIBERTY GLOBAL PLC SHS CL A 149,503 -16,043 (9.69) 2,886,440
AUTOHOME INC SP ADR RP CL A 63,240 4,955 8.50 1,441,203


Latest News Headlines

View All Latest Headlines
Create your free portfolio