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) 1,197

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 7.95%
Consumer/Non-Cyclical 9.14%
Energy
Financial 10.12%
Healthcare
Services 66.43%
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
AMAZON COM INC COM 188,662 14,826 8.53 447,925
AUTOHOME INC SP ADR RP CL A 76,124 5,964 8.50 1,441,203
KATE SPADE & CO COM 95,116 -25,045 (20.84) 2,911,423
LIBERTY GLOBAL PLC SHS CL A 150,701 -16,172 (9.69) 2,886,440
MASTERCARD INC CL A 121,195 -11,453 (8.63) 1,335,042
MCGRAW HILL FINL INC COM 90,555 -15,890 (14.93) 863,005
MONSTER BEVERAGE CORP COM 109,400 -64,396 (37.05) 777,955
NETFLIX INC COM 147,858 6,507 4.60 261,441
NU SKIN ENTERPRISES INC CL A -2,719 Sold Out 0
TRIPADVISOR INC COM 91,189 19,621 27.42 1,173,301
YELP INC CL A 103,181 47,535 85.42 2,653,835
ZILLOW GROUP INC CL A 23,042 23,042 New 248,192


Latest News Headlines

View All Latest Headlines
Create your free portfolio