In this article, we will take a look at 5 stocks in Eashwar Krishnan’s Tybourne Capital Management portfolio. You can go directly to see 8 Stocks in Eashwar Krishnan’s Tybourne Capital Management Portfolio.
5. Exicure, Inc. (NASDAQ:XCUR)
Tybourne Capital Management’s Stake Value: $8.7 million
Exicure, Inc. (NASDAQ:XCUR) is a clinical-stage biotechnology company involved in the development of therapeutics for neurology, immuno-oncology, inflammatory diseases and genetic disorders. It does all of this based on its proprietary spherical nucleic acid (SNA) technology.
Tybourne Capital Management has an $11 million stake in the company as of the third quarter.
4. Inhibrx, Inc. (NASDAQ:INBX)
Tybourne Capital Management’s Stake Value: $34.2 million
Inhibrx, Inc. (NASDAQ:INBX) is a clinical-stage biotechnology company that is focused on developing a broad pipeline of novel biologic therapeutic candidates in oncology and orphan diseases. The company also utilizes diverse methods of protein engineering to address the specific requirements of complex targets and disease biology.
Tybourne Capital Management owns a $34.2 million position in INBX as of the end of the third quarter.
3. TPG Pace Beneficial Finance Corp. (NYSE:TPGY)
Tybourne Capital Management’s Stake Value: $52 million
TPG Pace Beneficial Finance Corp. (NYSE:TPGY) is focused on effecting a merger, share exchange, asset acquisition, share purchase, reorganization.
Over the past 12 months, TPG Pace Beneficial Finance Corp. (NYSE:TPGY) is down 58%.
2. StoneCo Ltd. (NASDAQ:STNE)
Tybourne Capital Management’s Stake Value: $200 million
StoneCo Ltd. (NASDAQ: STNE) provides financial technology solutions to merchants and integrated partners. This facilitates its customers to conduct electronic commerce across in-store, online, and mobile channels in Brazil. The company concluded 2020 serving approximately 652,600 clients, most of which were small and medium-sized businesses.
Tybourne Capital Management has a huge stake in the company valued at $200 million.
In the second quarter of 2021’s investor letter, JDP Capital Management mentioned StoneCo Ltd. (NASDAQ: STNE). Here is what the letter said:
“StoneCo (NYSE: STNE) has been in our portfolio since early 2019 and has appreciated 225% since. In the first half of 2021 the stock was down nearly 20% and was a drag on the fund’s performance.
Stone is a leading fintec company in Brazil that provides back-office software, loans and other financial services to small and medium sized businesses (SMBs). We have discussed Stone in past letters and the company’s “ladder up” from a card processor to a supplier of enterprise software used to sell financial products on top of such as working capital loans…” (Click here to see the full text)
1. KE Holdings Inc. (NYSE:BEKE)
Tybourne Capital Management’s Stake Value: $299 million
KE Holdings Inc. (NYSE:BEKE) is involved in the operation of an integrated online and offline platform for housing transactions and services in the People’s Republic of China. The company operates through three segments: Existing Home Transaction Services, New Home Transaction Services and Emerging and Other Services.
KE Holdings Inc. (NYSE:BEKE) is Tybourne Capital Management’s notable holding valued at $299 million as of the third quarter.
You can also take a peek at the 10 Best Healthcare Stocks Under $20 According to Michael Castor’s Sio Capital and 10 Best Stocks Under $15 According to Billionaire Michael Price.
