Tybourne Capital Management 13F holdings, Q2 2017
Holdings as of June 30, 2017 · filings on SEC EDGAR · latest filing →
Tybourne Capital Management disclosed 7 US equity positions worth $2.2bn in its Q2 2017 13F filing. The largest position was AMZN at 19.7% of the reported book, followed by JD and CRM. Against the Q1 2017 filing, it opened 0 new positions, added to 5 and reduced 2 among the top 7 holdings.
What did Tybourne Capital Management own in Q2 2017? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2017 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 19.7% | $441.2m | 455,750 | 44% | added |
| 2 | JD JD COM INC | Consumer Cyclical | 18.9% | $423.9m | 10,808,500 | -29% | reduced |
| 3 | CRM SALESFORCE COM INC | Technology | 18.3% | $410.3m | 4,738,144 | 76% | added |
| 4 | NFLX NETFLIX INC | Communication Services | 16.0% | $358.7m | 2,400,536 | 4% | added |
| 5 | WDAY WORKDAY INC | Technology | 12.7% | $284.8m | 2,935,961 | 2% | added |
| 6 | Z ZILLOW GROUP INC | Communication Services | 7.8% | $175.2m | 3,575,189 | 54% | added |
| 7 | CMG CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 6.5% | $144.7m | 347,844 | -48% | 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.