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Tybourne Capital Management’s LPL Financial LPLA Stock Holding History

Tybourne Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-77,285
Closed -$25.2M – 20
2024
Q4 		$25.2M Sell
77,285
-95,415
-55% -$28.2M 6.33% 5
2024
Q3 		$40.2M Buy
+172,700
New +$38.9M 11.26% 3

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tybourne Capital Management's LPLA Position: Q1 2025 in Review

Tybourne Capital Management sold out of LPL Financial (LPLA) in Q1 2025, closing a stake of 77,285 shares — an estimated $25.2M sold.

Tybourne Capital Management first reported a position in LPLA in Q3 2024 and held it in 2 quarters. The position peaked at $40.2M in Q3 2024. 786 funds tracked by Wall St. Rank hold LPLA as of Q1 2025.

  • Tybourne Capital Management reported no remaining LPL Financial position as of Q1 2025 after selling out during the quarter.
  • Tybourne Capital Management sold 77,285 LPL Financial shares in Q1 2025, an estimated $25.2M.
  • Tybourne Capital Management first reported a position in LPL Financial in Q3 2024 and held it in 2 quarters.
  • Tybourne Capital Management's LPL Financial position peaked at $40.2M in Q3 2024.
  • 786 funds tracked by Wall St. Rank held LPL Financial as of Q1 2025.

Based on Tybourne Capital Management's 13F filing for Q1 2025, filed 15 May 2025.