Tybourne Capital Management 13F holdings, Q3 2019
Holdings as of September 30, 2019 · filings on SEC EDGAR · latest filing →
Tybourne Capital Management disclosed 12 US equity positions worth $2.3bn in its Q3 2019 13F filing. The largest position was CRM at 15.8% of the reported book, followed by MELI and TWLO. Against the Q2 2019 filing, it opened 2 new positions, added to 6 and reduced 2 among the top 12 holdings.
What did Tybourne Capital Management own in Q3 2019? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2019 |
|---|---|---|---|---|---|---|---|
| 1 | CRM SALESFORCE COM INC | Technology | 15.8% | $363.2m | 2,446,771 | 39% | added |
| 2 | MELI MERCADOLIBRE INC | Consumer Cyclical | 15.1% | $347.5m | 630,373 | 27% | added |
| 3 | TWLO TWILIO INC | Technology | 14.2% | $327.7m | 2,980,584 | 49% | added |
| 4 | TAL TAL EDUCATION GROUP | Consumer Defensive | 13.4% | $309.2m | 9,030,751 | 12% | added |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 12.9% | $297.3m | 171,253 | 5% | added |
| 6 | SNAP SNAP INC | Communication Services | 7.6% | $175.5m | 11,108,898 | -23% | reduced |
| 7 | TEAM ATLASSIAN CORP PLC | Technology | 7.5% | $172.7m | 1,376,971 | -34% | reduced |
| 8 | FTCHQ FARFETCH LTD | Consumer Cyclical | 5.8% | $133.8m | 15,488,576 | 79% | added |
| 9 | UBER UBER TECHNOLOGIES INC | Technology | 4.0% | $91.5m | 3,001,420 | 0% | held |
| 10 | ETSY ETSY INC | Consumer Cyclical | 1.9% | $44.7m | 791,231 | – | new |
| 11 | BCYC BICYCLE THERAPEUTICS PLC | Healthcare | 1.0% | $22.3m | 1,957,961 | 0% | held |
| 12 | XCUR EXICURE INC | 0.7% | $15.8m | 6,250,000 | – | 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.