Tybourne Capital Management 13F holdings, Q2 2013
Holdings as of June 30, 2013 · filings on SEC EDGAR · latest filing →
Tybourne Capital Management disclosed 10 US equity positions worth $426.5m in its Q2 2013 13F filing. The largest position was GOOGLE INC at 15.6% of the reported book, followed by MA and YELP. Against the Q1 2013 filing, it opened 4 new positions, added to 3 and reduced 3 among the top 10 holdings.
What did Tybourne Capital Management own in Q2 2013? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2013 |
|---|---|---|---|---|---|---|---|
| 1 | GOOGLE INC | 15.6% | $66.5m | 75,589 | – | new | |
| 2 | MA MASTERCARD INC | Financial Services | 15.4% | $65.6m | 114,270 | -2% | reduced |
| 3 | YELP YELP INC | Communication Services | 14.5% | $61.9m | 1,780,483 | 67% | added |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 13.2% | $56.3m | 202,818 | – | new |
| 5 | TRIP TRIPADVISOR INC | Consumer Cyclical | 12.0% | $51.1m | 838,926 | 23% | added |
| 6 | V VISA INC | Financial Services | 9.7% | $41.3m | 226,000 | -25% | reduced |
| 7 | CRM SALESFORCE COM INC | Technology | 9.3% | $39.9m | 1,044,240 | 412% | added |
| 8 | MEAD JOHNSON NUTRITION CO | 6.9% | $29.4m | 370,850 | – | new | |
| 9 | CTRIP COM INTL LTD | 3.3% | $14.1m | 431,800 | -32% | reduced | |
| 10 | BITAUTO HLDGS LTD | 0.1% | $393.0k | 35,852 | – | new |
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.