Tybourne Capital discloses updated portfolio positions in 13F filing: New LSCC Z MBUU positions
Highlights from Q4 2024 filing as compared to Q3 2024 (all amounts are approximate):
- New positions in: LSCC (385K), Z (207K), MBUU (80K), HOOD (77K)
- Increased positions in: CARG (to 265K from 100K), DASH (to 149K from 12K), ADSK (to 130K from 7K), CSCO (to 93K from 14K), CP (to 626K from 573K), IQV (to 199K from 151K), CMG (to 61K from 13K),
- Maintained positions in: TSHA (3.7 mln), SLRN (2.9 mln)
- Closed positions in: RUN (from 120K), CLBT (from 116K), INFA (from 59K)
- Decreased positions in: TXN (to 112K from 243K), BCYC (to 1270K from 1395K), LPLA (to 77K from 173K), AMZN (to 31K from 107K), EPAM (to 135K from 185K), MU (to 22K from 26K)