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) 1,145

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 8.43%
Consumer/Non-Cyclical 9.37%
Energy
Financial 10.17%
Healthcare
Services 66.47%
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 ▲
NU SKIN ENTERPRISES INC CL A -2,804 Sold Out 0
ZILLOW GROUP INC CL A 24,971 24,971 New 248,192
NETFLIX INC COM 108,438 4,772 4.60 261,441
AMAZON COM INC COM 165,983 13,044 8.53 447,925
MONSTER BEVERAGE CORP COM 107,350 -63,189 (37.05) 777,955
MCGRAW HILL FINL INC COM 89,597 -15,722 (14.93) 863,005
TRIPADVISOR INC COM 98,311 21,153 27.42 1,173,301
MASTERCARD INC CL A 116,482 -11,007 (8.63) 1,335,042
AUTOHOME INC SP ADR RP CL A 63,528 4,978 8.50 1,441,203
YELP INC CL A 125,155 57,658 85.42 2,653,835
LIBERTY GLOBAL PLC SHS CL A 148,681 -15,955 (9.69) 2,886,440
KATE SPADE & CO COM 96,572 -25,429 (20.84) 2,911,423