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, exited 2, added to 3, and trimmed 1.
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.
$30.9M
Long-equity book
4
Distinct positions
2025-09-30
Filed 2025-11-06
+0 / −2 / ↑3 / ↓1
vs 2025-06-30
| Name | Title / Status | Ownership | Type |
|---|
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
- BICYCLE THERAPEUTICS LTD-ADR (BCYC US)$6.9M
- MALIBU BOATS INC (MBUU US)$2.1M
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 |