TYBOURNE CAPITAL MANAGEMENT (HK) LTD
CIK 1553936 · View on SEC EDGAR ↗
- Portfolio value
- $30.9M
- Positions
- 4
- As of
- Sept. 30, 2025 Data as of Q3 2025
#8,846 of 9,443 by 13F value · top 93.7%
Portfolio value QoQ: -10.4% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 4
- Effective number of positions
- 3.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q3 2025: 0.0% Est. buys $0 · sells $11,068,865
Median holding: 1.0 quarters Tracked Q4 2024–Q3 2025 · 11.8% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 2
- Closed
- 2
On this page
Sector breakdown
Healthcare
100.0%
Full portfolio 4 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| TSHA Taysha Gene Therapies, Inc. - Common Stock | $12,099,000 | 39.11% | 3,700,000 | $2,639,550 | Down ×1 | ||
| FBRX Forte Biosciences, Inc. - Common Stock | $11,799,705 | 38.15% | 786,647 | $1,628,359 | |||
| ALMS Alumis Inc. - Common Stock | $5,583,008 | 18.05% | 1,399,250 | $1,385,258 | |||
| ZNTL Zentalis Pharmaceuticals, Inc. - common stock | $1,451,844 | 4.69% | 961,486 | $-262,812 | Down ×1 | ||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| CP | March 31, 2025 | 625,899 | $45,296,311 | 36.1% |
| IQV | March 31, 2025 | 199,290 | $39,162,478 | 45.3% |
| ADSK | March 31, 2025 | 111,300 | $32,896,941 | -5.6% |
| EPAM | March 31, 2025 | 135,469 | $31,675,362 | -36.7% |
| LPLA | March 31, 2025 | 77,285 | $25,234,326 | 9.6% |
| LSCC | March 31, 2025 | 327,100 | $18,530,215 | 125.3% |
| DASH | March 31, 2025 | 109,300 | $18,335,075 | 20.1% |
| Z | March 31, 2025 | 206,673 | $15,304,136 | -48.0% |
| TXN | March 31, 2025 | 80,933 | $15,175,747 | 47.5% |
| CARG | March 31, 2025 | 265,346 | $9,695,743 | 26.4% |
| TSM | March 31, 2025 | 47,286 | $9,338,513 | 153.1% |
| SLRN | June 30, 2025 | 2,906,629 | $7,179,374 | No longer tracked |
| BCYC | Sept. 30, 2025 | 993,743 | $6,906,514 | -43.7% |
| AMZN | March 31, 2025 | 31,272 | $6,860,765 | 35.5% |
| META | March 31, 2025 | 10,894 | $6,378,546 | -4.8% |
| STX | March 31, 2025 | 71,841 | $6,200,597 | 911.1% |
| ZG | March 31, 2025 | 80,861 | $5,729,002 | -45.8% |
| CSCO | March 31, 2025 | 92,501 | $5,476,060 | 79.9% |
| XYZ | March 31, 2025 | 58,687 | $4,987,809 | 47.4% |
| ANSS | March 31, 2025 | 11,738 | $3,959,580 | No longer tracked |
| NEE | March 31, 2025 | 53,137 | $3,809,392 | 19.9% |
| CMG | March 31, 2025 | 61,354 | $3,699,647 | -28.5% |
| MBUU | March 31, 2025 | 79,966 | $3,005,922 | -2.6% |
| HOOD | March 31, 2025 | 76,793 | $2,861,308 | 155.4% |
| TEAM | March 31, 2025 | 10,573 | $2,573,257 | -19.8% |
| HUBS | March 31, 2025 | 3,265 | $2,274,955 | -59.1% |
| HIMS | March 31, 2025 | 92,645 | $2,240,157 | 9.6% |
| MELI | March 31, 2025 | 1,288 | $2,190,167 | -0.7% |
| MBUU | Sept. 30, 2025 | 66,705 | $2,090,535 | -7.9% |
| CRWD | March 31, 2025 | 5,942 | $2,033,115 | -46.9% |
| MU | March 31, 2025 | 22,021 | $1,853,288 | 1033.2% |