Tybourne Capital Management 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · this is the latest filing on record
Tybourne Capital Management disclosed 4 US equity positions worth $30.9m in its Q3 2025 13F filing. The largest position was TSHA at 39.1% of the reported book, followed by FBRX and ALMS. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 4 holdings.
What did Tybourne Capital Management own in Q3 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSHA TAYSHA GENE THERAPIES INC (TSHA US) | Healthcare | 39.1% | $12.1m | 3,700,000 | -10% | reduced |
| 2 | FBRX FORTE BIOSCIENCES INC (FBRX US) | 38.1% | $11.8m | 786,647 | 0% | held | |
| 3 | ALMS ALUMIS INC (ALMS US) | 18.0% | $5.6m | 1,399,250 | 0% | held | |
| 4 | ZNTL ZENTALIS PHARMACEUTICALS INC (ZNTL US) | Healthcare | 4.7% | $1.5m | 961,486 | -35% | 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.