Catherine Cheung

@Tybourne Capital Management (hk) Ltd

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$356.727M

Total holdings32

Assets growth rate-27.45%

Assets growth rate (2-Q avg)-21.69%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tybourne Capital Management (hk) Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Tybourne Capital Management (hk) Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 356.727M in assets, with a quarterly growth rate of -27.45% and a 2-quarter average growth rate of -21.69%. The portfolio is managed by Catherine Cheung, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LPLALpl Financial Holdings Inc (lpla Us) Recent Activity New Position	11.27%	$40.175M 172,700 shares@ $232.63 avg price	New Position
RUNSunrun Inc (run Us) Recent Activity New Position	0.61%	$2.171M 120,183 shares@ $18.07 avg price	New Position
CLBTCellebrite Di Ltd (clbt Us) Recent Activity New Position	0.55%	$1.947M 115,615 shares@ $16.85 avg price	New Position
ADSKAutodesk Inc (adsk Us) Recent Activity New Position	0.53%	$1.882M 6,832 shares@ $275.49 avg price	New Position
HIMSHims & Hers Health Inc (hims Us) Recent Activity New Position	0.47%	$1.672M 90,756 shares@ $18.43 avg price	New Position
INFAInformatica Inc - Class A (infa Us) Recent Activity New Position	0.42%	$1.484M 58,707 shares@ $25.29 avg price	New Position
CRWDCrowdstrike Holdings Inc - A (crwd Us) Recent Activity New Position	0.31%	$1.092M 3,892 shares@ $280.48 avg price	New Position
FBRXForte Biosciences Inc (fbrx Us) Recent Activity New Position	0.23%	$810,444 144,981 shares@ $5.6 avg price	New Position
CSCOCisco Systems Inc (csco Us) Recent Activity New Position	0.21%	$744,442 13,988 shares@ $53.23 avg price	New Position
CMGChipotle Mexican Grill Inc (cmg Us) Recent Activity New Position	0.21%	$742,088 12,879 shares@ $57.63 avg price	New Position