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 14
New Positions 3
Increased Positions 6
Decreased Positions 8
Positions with Activity 14
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,157

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 6.79%
Consumer/Non-Cyclical 3.91%
Energy
Financial 12.25%
Healthcare
Services 73.05%
Technology
Transportation
Utilities

14 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 45,234 45,234 New 171,984
MASTERCARD INC CL A 141,751 18,006 14.55 1,529,301
YELP INC CL A 166,455 43,105 34.95 3,581,228
ZILLOW GROUP INC CL A -23,136 Sold Out 0
AMAZON COM INC COM 183,592 -7,954 (4.15) 429,325
DUNKIN BRANDS GROUP INC COM 87,104 87,104 New 1,649,080
KATE SPADE & CO COM 78,516 -908 (1.14) 2,878,145
MCGRAW HILL FINL INC COM 87,470 -3,879 (4.25) 826,357
MONSTER BEVERAGE CORP COM -100,675 Sold Out 0
NETFLIX INC COM 198,837 36,255 22.30 319,741
ON DECK CAP INC COM 46,266 46,266 New 2,981,055
TRIPADVISOR INC COM -94,181 Sold Out 0
LIBERTY GLOBAL PLC SHS CL A 121,571 -44,226 (26.68) 2,116,495
AUTOHOME INC SP ADR RP CL A -70,504 Sold Out 0