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TYBOURNE CAPITAL MANAGEMENT (HK) LTD

Q2 2025 · Filed 2025-08-01
Market Value
$24.4B
+129907.1%
Holdings
6
-25
New Purchases
2
Added To
3
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALMS 17.23% 0.00% +17.23% $4.2B
TSHA 38.82% 27.44% +11.38% $9.5B
MBUU 8.58% 0.00% +8.58% $2.1B
BCYC 28.34% 26.10% +2.24% $6.9B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SLRN 0.00% 38.30% -38.30% $0
ZNTL 7.04% 8.16% -1.12% $1.7B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $4.2B 17.2%
Small Cap 3 $18.5B 75.7%
Micro Cap 2 $1.7B 7.0%

Portfolio Analytics

Avg Market Cap
$911M
Median Market Cap
$428M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.14
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TSHA 38.82% 4,095,000 $9.5B $2,310.00 $9.5B +395,000 +10.7%
2 BCYC 28.34% 993,743 $6.9B $6,950.00 $6.9B +417,400 +72.4%
3 ALMS 17.23% 1,399,250 $4.2B $3,000.00 +1,399,250 NEW
4 MBUU 8.58% 66,705 $2.1B $31,340.00 +66,705 NEW
5 ZNTL 7.04% 1,478,152 $1.7B $1,160.00 $1.7B +516,666 +53.7%
6 SLRN —% -$7M -2,906,629 -100.0% SOLD

New Positions

SymbolValue% Port
ALMS $4.2B 17.23%
MBUU $2.1B 8.58%

Sold Out Positions

SymbolValue% Port
SLRN —%
View SEC EDGAR Filings for TYBOURNE CAPITAL MANAGEMENT (HK) LTD →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms