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
TXNTexas Instruments Inc (txn Us) Recent Activity Decreased -18.53%	14.06%	$50.14M 242,725 shares@ $206.58 avg price	Decreased -18.53%
CPCanadian Pacific Kansas City (cp Us) Recent Activity Decreased -12.91%	13.75%	$49.014M 572,999 shares@ $85.55 avg price	Decreased -12.91%
LPLALpl Financial Holdings Inc (lpla Us) Recent Activity New Position	11.27%	$40.175M 172,700 shares@ $232.63 avg price	New Position
EPAMEpam Systems Inc (epam Us) Recent Activity Decreased -12.98%	10.33%	$36.823M 185,012 shares@ $199.04 avg price	Decreased -12.98%
IQVIqvia Holdings Inc (iqv Us) Recent Activity Decreased -1.37%	10.02%	$35.733M 150,790 shares@ $236.98 avg price	Decreased -1.37%
BCYCBicycle Therapeutics Ltd-adr (bcyc Us) Recent Activity Decreased -7.62%	8.85%	$31.558M 1.395M shares@ $22.64 avg price	Decreased -7.62%
AMZNAmazon.com Inc (amzn Us) Recent Activity Decreased -33.31%	5.59%	$19.909M 106,848 shares@ $186.34 avg price	Decreased -33.31%
SPGIS&p Global Inc (spgi Us) Recent Activity Decreased -48.76%	5.15%	$18.343M 35,506 shares@ $516.63 avg price	Decreased -48.76%
SLRNAcelyrin Inc (slrn Us) Recent Activity	4.02%	$14.33M 2.907M shares@ $4.94 avg price
LINLinde Plc (lin Us) Recent Activity Decreased -69.65%	2.58%	$9.182M 19,255 shares@ $476.87 avg price	Decreased -69.65%