Tybourne Capital Management 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Tybourne Capital Management disclosed 5 US equity positions worth $23.6m in its Q1 2025 13F filing. The largest position was ACELYRIN INC (SLRN US) at 30.5% of the reported book, followed by TSHA and BCYC. Against the Q4 2024 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 5 holdings.
What did Tybourne Capital Management own in Q1 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ACELYRIN INC (SLRN US) | 30.5% | $7.2m | 2,906,629 | 0% | held | |
| 2 | TSHA TAYSHA GENE THERAPIES INC (TSHA US) | Healthcare | 21.8% | $5.1m | 3,700,000 | 0% | held |
| 3 | BCYC BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | Healthcare | 20.8% | $4.9m | 576,343 | -55% | reduced |
| 4 | FBRX FORTE BIOSCIENCES INC (FBRX US) | 20.4% | $4.8m | 619,981 | 0% | held | |
| 5 | ZNTL ZENTALIS PHARMACEUTICALS INC (ZNTL US) | Healthcare | 6.5% | $1.5m | 961,486 | 0% | held |
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.