TYBOURNE CAPITAL MANAGEMENT HK LTD Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 12
New Positions 1
Increased Positions 9
Decreased Positions 3
Positions with Activity 12
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,094

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 7.9%
Consumer/Non-Cyclical 5.4%
Energy
Financial 0%
Healthcare
Services 81.79%
Technology
Transportation
Utilities

12 Positions as of 06/30/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BOSTON BEER INC CL A 59,105 23,260 64.89 283,584
MASTERCARD INC CL A -143,877 Sold Out 0
YELP INC CL A 116,669 30,863 35.97 4,869,344
CHARTER COMMUNICATIONS INC DEL CL A NEW 273,641 273,641 New 1,506,917
AMAZON COM INC COM 259,729 37,335 16.79 501,398
DUNKIN BRANDS GROUP INC COM 115,583 30,342 35.60 2,236,083
KATE SPADE & CO COM 86,450 32,111 59.09 4,578,937
MCGRAW HILL FINL INC COM -82,181 Sold Out 0
NETFLIX INC COM -263,278 Sold Out 0
ON DECK CAP INC COM 53,692 26,385 96.63 5,861,537
LIBERTY GLOBAL PLC LILAC SHS CL A 4,418 723 19.56 126,521
LIBERTY GLOBAL PLC SHS CL A 124,800 20,414 19.56 2,530,411


Create your free portfolio