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) 1,224

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 8.17%
Consumer/Non-Cyclical 8.92%
Energy
Financial 9.91%
Healthcare
Services 66.83%
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 -2,837 Sold Out 0
ZILLOW GROUP INC CL A 24,787 24,787 New 248,192
NETFLIX INC COM 146,161 6,432 4.60 261,441
AMAZON COM INC COM 174,686 13,728 8.53 447,925
MONSTER BEVERAGE CORP COM 109,194 -64,275 (37.05) 777,955
MCGRAW HILL FINL INC COM 90,840 -15,940 (14.93) 863,005
TRIPADVISOR INC COM 97,132 20,899 27.42 1,173,301
MASTERCARD INC CL A 121,329 -11,465 (8.63) 1,335,042
AUTOHOME INC SP ADR RP CL A 75,505 5,916 8.50 1,441,203
YELP INC CL A 133,541 61,521 85.42 2,653,835
LIBERTY GLOBAL PLC SHS CL A 151,192 -16,224 (9.69) 2,886,440
KATE SPADE & CO COM 100,095 -26,356 (20.84) 2,911,423