TYBOURNE CAPITAL MANAGEMENT HK LTD

TYBOURNE CAPITAL MANAGEMENT HK LTD is an institution, managing $30.9M across 4 long positions as of Q3 2025 with 82% Healthcare concentration, with only 4 positions, and 39% allocation to TSHA.

Portfolio Value: $30.9M
Positions: 4
Top Holding: TSHA at 39.11%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in TYBOURNE CAPITAL MANAGEMENT HK LTD's portfolio (100% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Taysha Gene Therapies, Inc. TSHA	Biotechnology Healthcare	$12.1M	39.11%	-$1.3M Sold	1.36% 3.7M shares	Q3 2020 Held for 5y 2m
2 Forte Biosciences FBRX	Biotechnology Healthcare	$11.8M	38.15%	—	6.33% 786.6K shares	Q3 2023 Held for 2y 2m
3 Alumis Inc. ALMS	Unknown Unknown	$5.6M	18.05%	—	1.34% 1.4M shares	Q2 2025 Held for 5 months
4 Zentalis Pharmaceuticals, Inc. ZNTL	Biotechnology Healthcare	$1.5M	4.69%	-$780.2K Sold	1.33% 961.5K shares	Q2 2020 Held for 5y 5m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in TYBOURNE CAPITAL MANAGEMENT HK LTD's latest filing

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GthenC

Market Value

$30.9M

Prior: $34.5M

Q/Q Change

-10.44%

-$3.6M

Net Flows % of MV

-35.78%

Turnover Ratio

17.89%

New Purchases

0 stocks

Added To

0 stocks

Sold Out Of

2 stocks

$9.0M

Reduced Holdings

2 stocks

-$2.1M

Increased Positions

Position	Shares Δ	Change
No increased positions

Decreased Positions

Position	Shares Δ	Change
1 BCYC Bicycle Therapeutics BCYC	Sold	993.7K → 0 −$6.9M
2 Malibu Boats, Inc. MBUU	Sold	66.7K → 0 −$2.1M
3 Zentalis Pharmaceuticals, Inc. ZNTL	-34.95%	1.5M → 961.5K −$780.2K
4 Taysha Gene Therapies, Inc. TSHA	-9.65%	4.1M → 3.7M −$1.3M