Tybourne Capital Management (Hk) LTD Portfolio Holdings by Sector
Tybourne Capital Management (Hk) LTD
- $315 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
DASH Z CARG META ZG 5 stocks |
$62,134
19.72% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TXN LSCC TSM MU 4 stocks |
$54,875
17.41% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$39,162
12.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ADSK ANSS HUBS 3 stocks |
$38,148
12.11% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
BCYC TSHA ZNTL 3 stocks |
$27,087
8.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$25,234
8.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
EPAM 1 stocks |
$25,140
7.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
SQ HOOD CRWD 3 stocks |
$9,881
3.14% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$9,050
2.87% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX 1 stocks |
$6,200
1.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$5,476
1.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$3,809
1.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$3,699
1.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
MBUU 1 stocks |
$3,005
0.95% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
HIMS 1 stocks |
$2,240
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|