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) 1,048

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 10.6%
Consumer/Non-Cyclical 13.09%
Energy
Financial 11.81%
Healthcare
Services 59.08%
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 -49,512 Sold Out 0
PANDORA MEDIA INC COM -58,243 Sold Out 0
NU SKIN ENTERPRISES INC CL A 1,968 1,968 New 47,814
NETFLIX INC COM 90,047 1,270 1.43 249,936
AMAZON COM INC COM 137,285 -56,713 (29.23) 412,725
TRIPADVISOR INC COM 65,666 28,572 77.03 920,848
MCGRAW HILL FINL INC COM 93,319 42,116 82.26 1,014,442
MONSTER BEVERAGE CORP COM 135,267 -27,217 (16.75) 1,235,882
AUTOHOME INC SP ADR RP CL A 56,718 -18,085 (24.18) 1,328,282
YELP INC CL A 83,140 -58,033 (41.11) 1,431,235
MASTERCARD INC CL A 123,793 4,795 4.03 1,461,199
LIBERTY GLOBAL PLC SHS CL A 149,805 149,805 New 3,196,186
KATE SPADE & CO COM 111,150 44,868 67.69 3,678,037