TYBOURNE CAPITAL MANAGEMENT (HK) LTD — 13F Holdings & Portfolio
CIK 1553936 · latest 13F-HR filed 2025-11-06
TYBOURNE CAPITAL MANAGEMENT (HK) LTD manages $30.9M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are TSHA (39.11%), FBRX (38.15%), ALMS (18.05%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 0 new positions and exited 2; 3 existing positions rose in reported value and 1 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2025-11-06
vs 2025-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 25Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 25 → Q3 25Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
2 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 30, 2026.
12 HARCOURT ROAD
HONG KONG
Hong Kong
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CHEUNG, CATHERINE KA YIN Control | CHIEF OPERATING OFFICER since Mar 2018 | Less than 5% | Individual |
| FUNG, CHARLOTTE Control | CHIEF FINANCIAL OFFICER since Mar 2018 | Less than 5% | Individual |
| KRISHNAN, VISWANATHAN Control | CHIEF INVESTMENT OFFICER since Aug 2010 | Less than 5% | Individual |
| TYBOURNE CAPITAL MANAGEMENT LIMITED Control | 100% SHAREHOLDER since Dec 2011 | 75% or more | Foreign Entity |
| KRISHNAN, VISWANATHAN Control Indirect owner via TYBOURNE KESARI LTD | SHAREHOLDER since Mar 2012 | 75% or more | Individual |
| TYBOURNE KESARI LTD. Control Indirect owner via TYBOURNE CAPITAL MANAGEMENT LTD. | SHAREHOLDER since Mar 2012 | 75% or more | Foreign Entity |
Ownership & leadership changes · 6 filings with changes since Jul 18, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedGHANI, TANVIR · PRESIDENT · Less than 5% · control person · listed since Mar 2018
- ChangedKRISHNAN, VISWANATHAN · title CHIEF EXECUTIVE OFFICER → CHIEF INVESTMENT OFFICER
- ChangedTYBOURNE CAPITAL MANAGEMENT LIMITED · title SHAREHOLDER → 100% SHAREHOLDER
- No longer listedO'BRIEN, UMA · GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2012
- AddedFUNG, CHARLOTTE · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ChangedCHEUNG, CATHERINE KA YIN · title CHIEF FINANCIAL OFFICER → CHIEF OPERATING OFFICER
- ChangedGHANI, TANVIR · title CHIEF OPERATING OFFICER → PRESIDENT
- ChangedO'BRIEN, UMA · title GENERAL COUNSEL AND COMPLIANCE MANAGER → GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
- AddedCHEUNG, CATHERINE KA YIN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- No longer listedHEIDEN-BLUNT, HEIDE · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Jan 2012
- ListedGHANI, TANVIR · CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedHEIDEN-BLUNT, HEIDE · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedKRISHNAN, VISWANATHAN · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
- ListedKRISHNAN, VISWANATHAN · SHAREHOLDER · 75% or more · indirect via TYBOURNE KESARI LTD · control person
- ListedO'BRIEN, UMA · GENERAL COUNSEL AND COMPLIANCE MANAGER · Less than 5% · control person
- ListedTYBOURNE CAPITAL MANAGEMENT LIMITED · SHAREHOLDER · 75% or more · control person
- ListedTYBOURNE KESARI LTD. · SHAREHOLDER · 75% or more · indirect via TYBOURNE CAPITAL MANAGEMENT LTD. · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- TAYSHA GENE THERAPIES INC (TSHA US)$2.6M +27.9%
- FORTE BIOSCIENCES INC (FBRX US)$1.6M +16.0%
- ALUMIS INC (ALMS US)$1.4M +33.0%
Exited Positions
Show all 2 →TYBOURNE CAPITAL MANAGEMENT (HK) LTD Holdings (2025-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAYSHA GENE THERAPIES INC (TSHA US) | TSHA | 877619106 | $12.1M | 39.11% | 3,700,000 | SH |
| 2 | FORTE BIOSCIENCES INC (FBRX US) | FBRX | 34962G208 | $11.8M | 38.15% | 786,647 | SH |
| 3 | ALUMIS INC (ALMS US) | ALMS | 022307102 | $5.6M | 18.05% | 1,399,250 | SH |
| 4 | ZENTALIS PHARMACEUTICALS INC (ZNTL US) | ZNTL | 98943L107 | $1.5M | 4.69% | 961,486 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-09-30 | 2025-11-06 | $30.9M | 4 | 0001553936-25-000013 |
| 2025-06-30 | 2025-08-01 | $34.5M | 6 | 0001553936-25-000011 |