Tybourne Capital Management 13F holdings, Q4 2012
Holdings as of December 31, 2012 · filings on SEC EDGAR · latest filing →
Tybourne Capital Management disclosed 8 US equity positions worth $238.7m in its Q4 2012 13F filing. The largest position was INTC at 25.9% of the reported book, followed by MA and V.
What did Tybourne Capital Management own in Q4 2012? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | INTC INTEL CORP | Technology | 25.9% | $61.9m | 3,000,000 | – | |
| 2 | MA MASTERCARD INC | Financial Services | 19.9% | $47.6m | 96,900 | – | |
| 3 | V VISA INC | Financial Services | 15.6% | $37.3m | 246,400 | – | |
| 4 | VRSN VERISIGN INC | Technology | 14.2% | $33.8m | 871,500 | – | |
| 5 | CRM SALESFORCE | Technology | 9.3% | $22.2m | 132,000 | – | |
| 6 | YELP YELP INC | Communication Services | 6.5% | $15.6m | 825,000 | – | |
| 7 | CTRIP | 6.5% | $15.5m | 682,000 | – | ||
| 8 | WDAY WORKDAY INC | Technology | 2.0% | $4.8m | 88,642 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.