TYBOURNE CAPITAL MANAGEMENT (HK) LTD

HONG KONG, K3 · CIK 1553936 · 13F filing filed 2025-11-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$30.9m reported value -10.4% vs Q2 2025

4positions

100.0%in top 10

0 new 0 added 2 reduced 2 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAYSHA GENE THERAPIES INC COM SHS TSHA	TSHA	3,700,000	$12.1m39.11%	39.11%	Reduced -395.0k	-395,000 -9.7%
2	FORTE BIOSCIENCES INC COM NEW FBRX	FBRX	786,647	$11.8m38.15%	38.15%	Unchanged
3	ALUMIS INC COM ALMS	ALMS	1,399,250	$5.6m18.05%	18.05%	Unchanged
4	ZENTALIS PHARMACEUTICALS INC COM ZNTL	ZNTL	961,486	$1.5m4.69%	4.69%	Reduced -516.7k	-516,666 -35.0%

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
BICYCLE THERAPEUTICS PLC BCYC	BCYC	993,743	$6.9m993.7k shares
MALIBU BOATS INC MBUU	MBUU	66,705	$2.1m66.7k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
FORTE BIOSCIENCES INC FBRX · 13G · filed 2025-08-04	FBRX	10.0%≈ $26.9m	no change	13G	2025-08-04