TYBOURNE CAPITAL MANAGEMENT HK LTD Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 14
New Positions 3
Increased Positions 6
Decreased Positions 8
Positions with Activity 14
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,146

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 6.69%
Consumer/Non-Cyclical 3.94%
Energy
Financial 12.26%
Healthcare
Services 73.2%
Technology
Transportation
Utilities

14 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AUTOHOME INC SP ADR RP CL A -69,408 Sold Out 0
MONSTER BEVERAGE CORP COM -99,310 Sold Out 0
TRIPADVISOR INC COM -91,248 Sold Out 0
ZILLOW GROUP INC CL A -23,171 Sold Out 0
ON DECK CAP INC COM 44,865 44,865 New 2,981,055
BOSTON BEER INC CL A 45,103 45,103 New 171,984
KATE SPADE & CO COM 76,645 -886 (1.14) 2,878,145
MCGRAW HILL FINL INC COM 86,553 -3,839 (4.25) 826,357
DUNKIN BRANDS GROUP INC COM 87,203 87,203 New 1,649,080
LIBERTY GLOBAL PLC SHS CL A 122,217 -44,460 (26.68) 2,116,495
MASTERCARD INC CL A 140,527 17,850 14.55 1,529,301
YELP INC CL A 163,125 42,243 34.95 3,581,228
AMAZON COM INC COM 182,665 -7,914 (4.15) 429,325
NETFLIX INC COM 196,944 35,910 22.30 319,741