Tybourne Capital Management 13F holdings, Q1 2013
Holdings as of March 31, 2013 · filings on SEC EDGAR · latest filing →
Tybourne Capital Management disclosed 7 US equity positions worth $262.1m in its Q1 2013 13F filing. The largest position was MA at 24.0% of the reported book, followed by V and VRSN. Against the Q4 2012 filing, it opened 1 new position, added to 4 and reduced 2 among the top 7 holdings.
What did Tybourne Capital Management own in Q1 2013? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2012 |
|---|---|---|---|---|---|---|---|
| 1 | MA MASTERCARD INC | Financial Services | 24.0% | $63.0m | 116,370 | 20% | added |
| 2 | V VISA INC | Financial Services | 19.4% | $51.0m | 300,000 | 22% | added |
| 3 | VRSN VERISIGN INC | Technology | 14.2% | $37.1m | 785,000 | -10% | reduced |
| 4 | CRM SALESFORCE | Technology | 13.9% | $36.5m | 204,000 | 55% | added |
| 5 | TRIP TRIPADVISOR INC | Consumer Cyclical | 13.6% | $35.8m | 680,726 | – | new |
| 6 | YELP YELP INC | Communication Services | 9.7% | $25.3m | 1,067,301 | 29% | added |
| 7 | CTRIP | 5.2% | $13.5m | 632,300 | -7% | reduced |
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.