TYBOURNE CAPITAL MANAGEMENT (HK) LTD — 13F Holdings

2025 Q3  ·  6 Positions

2025 Q3 Portfolio Activity

In 2025 Q3, TYBOURNE CAPITAL MANAGEMENT (HK) LTD maintained a portfolio of 6 distinct positions. Conversely, TYBOURNE CAPITAL MANAGEMENT (HK) LTD completely exited their position in BICYCLE THERAPEUTICS LTD-ADR (.
Position History hover any row below to update
Loading…
TYBOURNE CAPITAL MANAGEMENT (HK) LTD Hong Kong Hedge Fund AUM $30,934M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
6
Quarter
2025 Q3
Top Holding
TSHA (39.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
TSHA
TAYSHA GENE THE...
Healthcare 39.11% 27.39% #1 1
Prev: #2
6.5
—
-395,000 -9.6%
P
S
3,700,000 $12,099,000,000
$4.46 +20.4%
$3.27 +64.2%
2020 Q3 13F Filing 2025-09-30 2025-11-14 (Est.)
FBRX
FORTE BIOSCIENC...
Healthcare 38.15% 29.45% #2 1
Prev: #1
6.5
—
no change no change
P
S
786,647 $11,799,705,000
$17.48 +32.2%
$15.00 +54.1%
2024 Q3 13F Filing 2025-09-30 2025-11-14 (Est.)
ALMS
ALUMIS INC (ALM...
Healthcare 18.05% 12.15% #3 1
Prev: #4
6.0
—
no change no change
P
S
1,399,250 $5,583,008,000
$3.00 +535.3%
$3.99 +377.7%
2025 Q2 13F Filing 2025-09-30 2025-11-14 (Est.)
ZNTL
ZENTALIS PHARMA...
Healthcare 4.69% 4.96% #4 2
Prev: #6
2.4
—
-516,666 -35.0%
P
S
961,486 $1,451,844,000 2020 Q2 13F Filing 2025-09-30 2025-11-14 (Est.)
MBUU
MALIBU BOATS IN...
Consumer Cyclical 0.00% 6.05%
Sold All 😨
(Was: #5)
 0.0
—
-66,705 -100.0%
CLOSED
 — $— 2024 Q4 13F Filing 2025-09-30 2025-11-14 (Est.)
BCYC
BICYCLE THERAPE...
Healthcare 0.00% 20.00%
Sold All 😨
(Was: #3)
 0.0
—
-993,743 -100.0%
CLOSED
 — $— 2019 Q2 13F Filing 2025-09-30 2025-11-14 (Est.)
Showing 1-6 of 6 holdings

Unlock Full TYBOURNE CAPITAL MANAGEMENT (HK) LTD Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →