Filed: 8/1/2025ACC: 0001553936-25-000011
📋 What this filing means
TYBOURNE CAPITAL MANAGEMENT (HK) LTD filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $34.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$34.54M
Total AUM (reported)
8.82M
Total Shares
Allocation by class
COM NEW$10.17M29.4%
COM SHS$9.46M27.4%
SPONSORED ADS$6.91M20.0%
COM$5.91M17.1%
COM CL A$2.09M6.1%
Portfolio Concentration
Top 3$26.54M76.8%
4–10$8.00M23.2%
Top 3 weight
76.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 8.82M
Sole
Full voting authority
8.82M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
FORTE BIOSCIENCES INC (FBRX US)
SOLEShares786.65K
TypeSH
Market value$10.17M
29.45%
Sole
786.65K
Shared
0.00
None
0.00
TAYSHA GENE THERAPIES INC (TSHA US)
SOLEShares4.09M
TypeSH
Market value$9.46M
27.39%
Sole
4.09M
Shared
0.00
None
0.00
BICYCLE THERAPEUTICS LTD-ADR (BCYC US)
SOLEShares993.74K
TypeSH
Market value$6.91M
20.00%
Sole
993.74K
Shared
0.00
None
0.00
ALUMIS INC (ALMS US)
SOLEShares1.40M
TypeSH
Market value$4.20M
12.15%
Sole
1.40M
Shared
0.00
None
0.00
MALIBU BOATS INC (MBUU US)
SOLEShares66.70K
TypeSH
Market value$2.09M
6.05%
Sole
66.70K
Shared
0.00
None
0.00
ZENTALIS PHARMACEUTICALS INC (ZNTL US)
SOLEShares1.48M
TypeSH
Market value$1.71M
4.96%
Sole
1.48M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FORTE BIOSCIENCES INC (FBRX US)SOLE | COM NEW | 786.65K | SH | $10.17M 29.45% | 786.65K | 0.00 | 0.00 |
TAYSHA GENE THERAPIES INC (TSHA US)SOLE | COM SHS | 4.09M | SH | $9.46M 27.39% | 4.09M | 0.00 | 0.00 |
BICYCLE THERAPEUTICS LTD-ADR (BCYC US)SOLE | SPONSORED ADS | 993.74K | SH | $6.91M 20.00% | 993.74K | 0.00 | 0.00 |
ALUMIS INC (ALMS US)SOLE | COM | 1.40M | SH | $4.20M 12.15% | 1.40M | 0.00 | 0.00 |
MALIBU BOATS INC (MBUU US)SOLE | COM CL A | 66.70K | SH | $2.09M 6.05% | 66.70K | 0.00 | 0.00 |
ZENTALIS PHARMACEUTICALS INC (ZNTL US)SOLE | COM | 1.48M | SH | $1.71M 4.96% | 1.48M | 0.00 | 0.00 |