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Tybourne Capital Management (Hk) Ltd Top Holdings and 13F Report (2025)

About Tybourne Capital Management (Hk) Ltd

Investment Activity

  • Tybourne Capital Management (Hk) Ltd has $34.54 million in total holdings as of June 30, 2025.
  • Tybourne Capital Management (Hk) Ltd owns shares of 6 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 37.22% of the portfolio was purchased this quarter.
  • About 20.79% of the portfolio was sold this quarter.
  • This quarter, Tybourne Capital Management (Hk) Ltd has purchased 5 new stocks and bought additional shares in 4 stocks.
  • Tybourne Capital Management (Hk) Ltd sold shares of 0 stocks and completely divested from 1 stock this quarter.

Largest Holdings

FORTE BIOSCIENCES INC (FBRX US)
$10,171,346
ALUMIS INC (ALMS US)
$4,197,750
Malibu Boats
$2,090,535

Largest New Holdings this Quarter

022307102 - ALUMIS INC (ALMS US)
$4,197,750 Holding
56117J100 - Malibu Boats
$2,090,535 Holding

Largest Purchases this Quarter

ALUMIS INC (ALMS US)
1,399,250 shares (about $4.20M)
Bicycle Therapeutics
417,400 shares (about $2.90M)
FORTE BIOSCIENCES INC (FBRX US)
166,666 shares (about $2.15M)
Malibu Boats
66,705 shares (about $2.09M)
Taysha Gene Therapies
395,000 shares (about $912.45K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTybourne Capital Management (Hk) Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
FORTE BIOSCIENCES INC (FBRX US)
$10,171,346$2,154,991 26.9%786,64729.4%COM NEW
Taysha Gene Therapies, Inc. stock logo
TSHA
Taysha Gene Therapies
$9,459,450$912,450 10.7%4,095,00027.4%Medical
Bicycle Therapeutics PLC Sponsored ADR stock logo
BCYC
Bicycle Therapeutics
$6,906,514$2,900,930 72.4%993,74320.0%Medical
ALUMIS INC (ALMS US)
$4,197,750$4,197,750 New Holding1,399,25012.2%COM
Malibu Boats, Inc. stock logo
MBUU
Malibu Boats
$2,090,535$2,090,535 New Holding66,7056.1%Consumer Discretionary
Zentalis Pharmaceuticals, Inc. stock logo
ZNTL
Zentalis Pharmaceuticals
$1,714,656$599,332 53.7%1,478,1525.0%Medical
Acelyrin, Inc. stock logo
SLRN
Acelyrin
$0$7,179,374 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data