TYBOURNE CAPITAL MANAGEMENT HK LTD Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 13
New Positions 2
Increased Positions 7
Decreased Positions 6
Positions with Activity 13
Sold Out Positions 2
Total Mkt Value (in $ millions) 987

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 10.78%
Consumer/Non-Cyclical 13.5%
Energy
Financial 12.24%
Healthcare
Services 58.57%
Technology 0%
Transportation
Utilities

13 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
MANCHESTER UTD PLC NEW ORD CL A -47,431 Sold Out 0
PANDORA MEDIA INC COM -50,738 Sold Out 0
NU SKIN ENTERPRISES INC CL A 1,868 1,868 New 47,814
NETFLIX INC COM 79,090 1,116 1.43 249,936
AMAZON COM INC COM 121,779 -50,308 (29.23) 412,725
TRIPADVISOR INC COM 65,574 28,532 77.03 920,848
MCGRAW HILL FINL INC COM 87,810 39,630 82.26 1,014,442
MONSTER BEVERAGE CORP COM 131,300 -26,418 (16.75) 1,235,882
AUTOHOME INC SP ADR RP CL A 48,482 -15,459 (24.18) 1,328,282
YELP INC CL A 71,619 -49,991 (41.11) 1,431,235
MASTERCARD INC CL A 120,753 4,677 4.03 1,461,199
LIBERTY GLOBAL PLC SHS CL A 152,106 152,106 New 3,196,186
KATE SPADE & CO COM 106,369 42,938 67.69 3,678,037


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