TYBOURNE CAPITAL MANAGEMENT HK LTD Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 16
New Positions 3
Increased Positions 6
Decreased Positions 10
Positions with Activity 16
Sold Out Positions 2
Total Mkt Value (in $ millions) 881

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 3.27%
Consumer/Non-Cyclical 9.69%
Energy
Financial 9.07%
Healthcare
Services 54.25%
Technology 15.76%
Transportation
Utilities

16 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CTRIP COM INTL LTD AMERICAN DEP SHS -115,185 Sold Out 0
GOOGLE INC CL A 31,389 -9,944 (24.06) 52,400
MASTERCARD INC CL A 79,900 -3,276 (3.94) 1,048,699
TWENTY FIRST CENTY FOX INC CL A 32,460 -47,804 (59.56) 1,000,000
YELP INC CL A 63,950 -7,182 (10.1) 922,400
CBS CORP (CLASS B) CL B -67,902 Sold Out 0
GOOGLE INC CL C 30,947 -9,804 (24.06) 52,400
AMAZON COM INC COM 143,648 60,301 72.35 448,325
MONSTER BEVERAGE CORP COM 85,399 85,399 New 1,313,832
PANDORA MEDIA INC COM 60,046 -25,909 (30.14) 2,393,234
TRIPADVISOR INC COM 114,150 -4,787 (4.03) 1,149,542
TUMI HLDGS INC COM 28,817 -9,735 (25.25) 1,352,273
SINA CORP ORD 16,483 16,483 New 335,500
MANCHESTER UTD PLC NEW ORD CL A 49,508 758 1.56 2,604,300
AUTOHOME INC SP ADR RP CL A 70,212 15,333 27.94 1,882,351
VIPSHOP HLDGS LTD SPONSORED ADR 74,341 74,341 New 345,000