Tybourne Capital Management 13F holdings, Q2 2019
Holdings as of June 30, 2019 · filings on SEC EDGAR · latest filing →
Tybourne Capital Management disclosed 13 US equity positions worth $2.8bn in its Q2 2019 13F filing. The largest position was AMZN at 11.0% of the reported book, followed by TAL and MELI. Against the Q1 2019 filing, it opened 4 new positions, added to 4 and reduced 5 among the top 13 holdings.
What did Tybourne Capital Management own in Q2 2019? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2019 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 11.0% | $308.4m | 162,853 | -8% | reduced |
| 2 | TAL TAL EDUCATION GROUP | Consumer Defensive | 10.9% | $306.0m | 8,030,751 | 19% | added |
| 3 | MELI MERCADOLIBRE INC | Consumer Cyclical | 10.8% | $304.2m | 497,273 | – | new |
| 4 | CTRIP COM INTL LTD | 9.7% | $272.9m | 7,393,045 | 16% | added | |
| 5 | TWLO TWILIO INC | Technology | 9.7% | $272.4m | 1,998,163 | 27% | added |
| 6 | TEAM ATLASSIAN CORP PLC | Technology | 9.6% | $271.0m | 2,071,333 | -13% | reduced |
| 7 | CRM SALESFORCE COM INC | Technology | 9.5% | $267.0m | 1,759,571 | -16% | reduced |
| 8 | SNAP SNAP INC | Communication Services | 7.3% | $206.7m | 14,453,861 | -55% | reduced |
| 9 | MNST MONSTER BEVERAGE CORP NEW | Consumer Defensive | 7.1% | $199.4m | 3,123,215 | -33% | reduced |
| 10 | FTCHQ FARFETCH LTD | Consumer Cyclical | 6.4% | $179.7m | 8,641,480 | 4221% | added |
| 11 | UBER UBER TECHNOLOGIES INC | Technology | 4.9% | $139.2m | 3,001,420 | – | new |
| 12 | ISRG INTUITIVE SURGICAL INC | Healthcare | 2.4% | $66.6m | 127,045 | – | new |
| 13 | BCYC BICYCLE THERAPEUTICS PLC | Healthcare | 0.7% | $19.7m | 1,957,961 | – | 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.