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TYBOURNE CAPITAL MANAGEMENT (HK) LTD

Q3 2025 · Filed 2025-11-06
Market Value
$19M
-99.9%
Holdings
5
-1
New Purchases
0
Added To
0
Closed
2
Reduced
2
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TSHA 63.23% 38.82% +24.42% $12M
ALMS 29.18% 17.23% +11.95% $6M
ZNTL 7.59% 7.04% +0.55% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BCYC 0.00% 28.34% -28.34% $0
MBUU 0.00% 8.58% -8.58% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 1 $6M 29.2%
Small Cap 3 $12M 63.2%
Micro Cap 1 $1M 7.6%

Portfolio Analytics

Avg Market Cap
$1.0B
Median Market Cap
$541M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.14
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TSHA 63.23% 3,700,000 $12M $3.27 -$9.4B -395,000 -9.7%
2 ALMS 29.18% 1,399,250 $6M $3.99 -$4.2B
3 ZNTL 7.59% 961,486 $1M $1.51 -$1.7B -516,666 -35.0%
4 BCYC —% -$6.9B -993,743 -100.0% SOLD
5 MBUU —% -$2.1B -66,705 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
BCYC —%
MBUU —%
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