TYBOURNE CAPITAL MANAGEMENT HK LTD Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 17
New Positions 3
Increased Positions 9
Decreased Positions 8
Positions with Activity 17
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,138

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 6.23%
Consumer/Non-Cyclical 11.53%
Energy
Financial 9.36%
Healthcare
Services 58.41%
Technology 7.13%
Transportation
Utilities

17 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
GOOGLE INC CL C -29,952 Sold Out 0
GOOGLE INC CL A -30,516 Sold Out 0
SINA CORP ORD -15,493 Sold Out 0
TUMI HLDGS INC COM -30,399 Sold Out 0
TWENTY FIRST CENTY FOX INC CL A -35,420 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -67,837 Sold Out 0
NETFLIX INC COM 117,695 117,695 New 246,410
TRIPADVISOR INC COM 51,544 -62,364 (54.75) 520,174
MCGRAW HILL FINL INC COM 45,157 45,157 New 556,605
AMAZON COM INC COM 197,737 45,736 30.09 583,225
MASTERCARD INC CL A 106,483 26,981 33.94 1,404,599
MONSTER BEVERAGE CORP COM 131,249 15,093 12.99 1,484,550
AUTOHOME INC SP ADR RP CL A 83,369 -6,212 (6.93) 1,751,823
KATE SPADE & CO COM 70,932 70,932 New 2,193,311
YELP INC CL A 200,302 124,277 163.47 2,430,254
PANDORA MEDIA INC COM 81,180 16,467 25.45 3,002,234
MANCHESTER UTD PLC NEW ORD CL A 52,204 7,775 17.50 3,060,052