Tybourne Capital Management 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Tybourne Capital Management disclosed 6 US equity positions worth $34.5m in its Q2 2025 13F filing. The largest position was FBRX at 29.4% of the reported book, followed by TSHA and BCYC. Against the Q1 2025 filing, it opened 2 new positions, added to 4 and reduced 0 among the top 6 holdings.
What did Tybourne Capital Management own in Q2 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FBRX FORTE BIOSCIENCES INC (FBRX US) | 29.4% | $10.2m | 786,647 | 27% | added | |
| 2 | TSHA TAYSHA GENE THERAPIES INC (TSHA US) | Healthcare | 27.4% | $9.5m | 4,095,000 | 11% | added |
| 3 | BCYC BICYCLE THERAPEUTICS LTD-ADR (BCYC US) | Healthcare | 20.0% | $6.9m | 993,743 | 72% | added |
| 4 | ALMS ALUMIS INC (ALMS US) | 12.2% | $4.2m | 1,399,250 | – | new | |
| 5 | MBUU MALIBU BOATS INC (MBUU US) | Consumer Cyclical | 6.1% | $2.1m | 66,705 | – | new |
| 6 | ZNTL ZENTALIS PHARMACEUTICALS INC (ZNTL US) | Healthcare | 5.0% | $1.7m | 1,478,152 | 54% | added |
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.