Eashwar Krishnan’s Tybourne Capital’s Latest Move and Top Picks

Tybourne owns a stake of 2.88 million shares valued at $144.91 million in Liberty Global plc (NASDAQ:LBTYA), a major provider of mobile and internet services in Europe and parts of Central and South America. Shares have enjoyed a strong six-month run, gaining over 21% during that time, and are up over 37% since the stock started trading in 2013. Liberty Global plc (NASDAQ:LBTYA) is one of the most popular stocks among the funds we track, with 80 of them owning long positions in the company as of the end of last year. Combined, these funds hold $3.27 billion worth of stock. Leading the list of shareholders is Boykin Curry’s Eagle Capital Management with 32.96 million shares.

In Amazon.com, Inc. (NASDAQ:AMZN), Tybourne has a stake of just over 447,900 shares, which were valued at $139.01 million at the end of 2014. Amazon of course is also a popular pick among the funds we track, though less popular than Liberty Global at the end of 2014, as 76 funds owned long positions in the online retailer with an aggregate value of $5.91 billion. Lansdowne Partners is the largest shareholder of Amazon.com, Inc. (NASDAQ:AMZN) among these 76 funds, owning 2.73 million shares in the $172 billion market cap company, which like many other tech companies, started from a garage.

Amazon.com, Inc. (NASDAQ:AMZN)’s shares are enjoying a strong 2015 thus far, appreciating by 20% year-to-date, after its most recent earnings report silenced some of its critics by showing a significant earnings growth. Amazon’s net sales for the fourth quarter were $591 million, which was an 18% increase over the fourth quarter of 2013 when excluding year-over-year foreign exchange rate changes.

Lastly is Mastercard Inc (NYSE:MA), one of the ten stocks that billionaire investors are the most crazy about. A total of 15 billionaires have long positions in Mastercard, including Warren Buffett, Stephen Mandel, and Andreas Halvorsen. Overall, 91 funds have long positions in the company, worth $8.37 billion in aggregate. Tybourne’s stake is valued at $115.03 million and contains 1.34 million shares. Mastercard Inc (NYSE:MA)’s stock advanced by 18% over the last six months and has been on a mostly-steady rise since the beginning of 2011, up nearly 300% since then, pushing its market cap beyond $100 billion.

Disclosure: None