Tybourne Capital Management’s Zentalis Pharmaceuticals ZNTL Stock Holding History

Tybourne Capital Management’s Portfolio ZNTL Stock Details ZNTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.45M	Sell	961,486 -516,666	-35%	-$775K	4.69%	4
2025 Q2	$1.71M	Buy	1,478,152 +516,666	+54%	+$681K	4.96%	6
2025 Q1	$1.53M	Hold	961,486	–	–	6.49%	5
2024 Q4	$2.91M	Hold	961,486	–	–	0.73%	26
2024 Q3	$3.54M	Hold	961,486	–	–	0.99%	14
2024 Q2	$3.93M	Hold	961,486	–	–	0.8%	15
2024 Q1	$15.2M	Hold	961,486	–	–	2.59%	15
2023 Q4	$14.6M	Hold	961,486	–	–	2.17%	18
2023 Q3	$19.3M	Hold	961,486	–	–	2.69%	16
2023 Q2	$27.1M	Sell	961,486 -670,803	-41%	-$16.1M	2.93%	16
2023 Q1	$28.1M	Sell	1,632,289 -599,138	-27%	-$12.1M	2.83%	16
2022 Q4	$44.9M	Sell	2,231,427 -70,344	-3%	-$1.51M	4.48%	10
2022 Q3	$49.9M	Sell	2,301,771 -124,324	-5%	-$3.4M	4.79%	9
2022 Q2	$68.2M	Hold	2,426,095	–	–	4.92%	7
2022 Q1	$112M	Sell	2,426,095 -202,314	-8%	-$10.9M	6.63%	3
2021 Q4	$221M	Sell	2,628,409 -36,000	-1%	-$2.79M	6.56%	5
2021 Q3	$178M	Hold	2,664,409	–	–	4.47%	14
2021 Q2	$142M	Hold	2,664,409	–	–	2.98%	17
2021 Q1	$116M	Hold	2,664,409	–	–	2.54%	19
2020 Q4	$138M	Hold	2,664,409	–	–	2.88%	17
2020 Q3	$87.1M	Hold	2,664,409	–	–	2.15%	20
2020 Q2	$128M	Buy	+2,664,409	New	+$102M	3.89%	15

Other funds holding ZNTL

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tybourne Capital Management's ZNTL Position: Q3 2025 in Review

Tybourne Capital Management reduced its Zentalis Pharmaceuticals (ZNTL) stake by 35% in Q3 2025, selling an estimated $775K and leaving 961,486 shares worth $1.45M. The position accounts for 4.69% of the portfolio, ranked #4.

Tybourne Capital Management first reported a position in ZNTL in Q2 2020 and has held it in 22 quarters since. The position peaked at $221M in Q4 2021. 99 funds tracked by Wall St. Rank hold ZNTL as of Q3 2025.

Tybourne Capital Management held 961,486 shares of Zentalis Pharmaceuticals worth $1.45M as of Q3 2025.
Tybourne Capital Management sold 516,666 Zentalis Pharmaceuticals shares in Q3 2025, an estimated $775K.
Zentalis Pharmaceuticals made up 4.69% of Tybourne Capital Management's portfolio in Q3 2025, its #4 holding.
Tybourne Capital Management first reported a position in Zentalis Pharmaceuticals in Q2 2020 and has held it in 22 quarters since.
Tybourne Capital Management's Zentalis Pharmaceuticals position peaked at $221M in Q4 2021.
99 funds tracked by Wall St. Rank held Zentalis Pharmaceuticals as of Q3 2025.

Based on Tybourne Capital Management's 13F filing for Q3 2025, filed 6 Nov 2025.