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) 1,007

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 5.48%
Consumer/Non-Cyclical 13.59%
Energy
Financial 9.99%
Healthcare
Services 56.01%
Technology 6.73%
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 -26,785 Sold Out 0
GOOGLE INC CL A -27,404 Sold Out 0
SINA CORP ORD -13,095 Sold Out 0
TUMI HLDGS INC COM -25,734 Sold Out 0
TWENTY FIRST CENTY FOX INC CL A -32,700 Sold Out 0
VIPSHOP HLDGS LTD SPONSORED ADR -66,206 Sold Out 0
TRIPADVISOR INC COM 42,160 -51,010 (54.75) 520,174
MCGRAW HILL FINL INC COM 44,278 44,278 New 556,605
MANCHESTER UTD PLC NEW ORD CL A 49,206 7,328 17.50 3,060,052
KATE SPADE & CO COM 55,162 55,162 New 2,193,311
PANDORA MEDIA INC COM 67,700 13,733 25.45 3,002,234
AUTOHOME INC SP ADR RP CL A 82,651 -6,158 (6.93) 1,751,823
NETFLIX INC COM 87,991 87,991 New 246,410
MASTERCARD INC CL A 100,513 25,468 33.94 1,404,599
MONSTER BEVERAGE CORP COM 136,742 15,725 12.99 1,484,550
YELP INC CL A 163,046 101,162 163.47 2,430,254
AMAZON COM INC COM 177,090 40,961 30.09 583,225