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) 1,107

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 5.93%
Consumer/Non-Cyclical 12.04%
Energy
Financial 9.81%
Healthcare
Services 57.8%
Technology 7.26%
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 A -31,723 Sold Out 0
GOOGLE INC CL C -31,235 Sold Out 0
SINA CORP ORD -15,191 Sold Out 0
TUMI HLDGS INC COM -27,073 Sold Out 0
TWENTY FIRST CENTY FOX INC CL A -35,150 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -72,105 Sold Out 0
MCGRAW HILL FINL INC COM 47,940 47,940 New 556,605
MANCHESTER UTD PLC NEW ORD CL A 50,368 7,502 17.50 3,060,052
TRIPADVISOR INC COM 51,170 -61,911 (54.75) 520,174
KATE SPADE & CO COM 65,602 65,602 New 2,193,311
AUTOHOME INC SP ADR RP CL A 79,340 -5,912 (6.93) 1,751,823
PANDORA MEDIA INC COM 80,340 16,297 25.45 3,002,234
MASTERCARD INC CL A 108,547 27,504 33.94 1,404,599
NETFLIX INC COM 112,738 112,738 New 246,410
MONSTER BEVERAGE CORP COM 133,283 15,327 12.99 1,484,550
YELP INC CL A 184,432 114,431 163.47 2,430,254
AMAZON COM INC COM 193,234 44,695 30.09 583,225