StockDriftsStockDriftsTop 4 Tybourne Capital Management (Hk) Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSHA | TAYSHA GENE THERAPIES INC (TSHA US) | 39.11% | 3.70M | $12.1M | -9.65%(-395.00K) | $4.73(+23.23%) | 2025-09-30 | |
| FBRX | FORTE BIOSCIENCES INC (FBRX US) | 38.15% | 786.6K | $11.8M | +0.00%(+0) | $15.25(+82.70%) | 2025-09-30 | |
| ALMS | ALUMIS INC (ALMS US) | 18.05% | 1.40M | $5.6M | +0.00%(+0) | $4.77(+129.92%) | 2025-09-30 | |
| ZNTL | ZENTALIS PHARMACEUTICALS INC (ZNTL US) | 4.69% | 961.5K | $1.5M | -34.95%(-516.67K) | $25.79(-94.73%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.64% | +103.09% | — | — | +103.09% |
| Top 20 Holdings Unweighted | +20.37% | +74.40% | — | — | +74.40% |
Tybourne Capital Management (Hk) Ltd reports $30.93M in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are TSHA (39.1%), FBRX (38.1%) and ALMS (18.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +103.09% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Tybourne Capital Management (Hk) Ltd, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Tybourne Capital Management (Hk) Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1553936). View Tybourne Capital Management (Hk) Ltd’s 13F filings on SEC