Sylebra Capital
Latest statistics and disclosures from Sylebra Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PI, ESTC, RNG, PAYC, AMD, and represent 54.08% of Sylebra Capital's stock portfolio.
- Added to shares of these 10 stocks: PAYC (+$253M), Aeva Technologies (+$41M), YMM (+$37M), BITO (+$25M), S (+$20M), MNSO (+$19M), SE (+$18M), DESP (+$14M), DQ (+$13M), OPEN (+$10M).
- Started 6 new stock positions in BITO, YMM, MNSO, Aeva Technologies, DQ, PAYC.
- Reduced shares in these 10 stocks: AMD (-$64M), ESTC (-$49M), Aeva Technologies (-$39M), RNG (-$23M), BKNG (-$21M), CHGG (-$14M), PDD (-$11M), EDU (-$11M), NVEI (-$5.4M), RNW.
- Sold out of its position in Aeva Technologies.
- Sylebra Capital was a net buyer of stock by $230M.
- Sylebra Capital has $3.0B in assets under management (AUM), dropping by 14.01%.
- Central Index Key (CIK): 0002003074
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Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Impinj (PI) | 17.9 | $539M | 4.2M | 128.41 |
|
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| Elastic N V Ord Shs (ESTC) | 11.8 | $355M | -12% | 3.5M | 100.24 |
|
| Ringcentral Cl A (RNG) | 8.7 | $262M | -7% | 7.5M | 34.74 |
|
| Paycom Software (PAYC) | 8.4 | $253M | NEW | 1.3M | 199.01 |
|
| Advanced Micro Devices (AMD) | 7.3 | $218M | -22% | 1.2M | 180.49 |
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| Purecycle Technologies (PCT) | 6.0 | $182M | 29M | 6.22 |
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| Five9 (FIVN) | 4.8 | $146M | 2.3M | 62.11 |
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| Sentinelone Cl A (S) | 4.7 | $143M | +15% | 6.1M | 23.31 |
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| Pagseguro Digital Com Cl A (PAGS) | 4.6 | $137M | 9.6M | 14.28 |
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| Sea Sponsord Ads (SE) | 3.3 | $99M | +22% | 1.8M | 53.71 |
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| Opendoor Technologies (OPEN) | 3.0 | $90M | +13% | 30M | 3.03 |
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| New Oriental Ed & Technology Spon Adr (EDU) | 2.1 | $62M | -14% | 718k | 86.82 |
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| Nu Hldgs Ord Shs Cl A (NU) | 2.0 | $60M | +7% | 5.1M | 11.93 |
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| Nuvei Corporation Sub Vtg Shs (NVEI) | 2.0 | $60M | -8% | 1.9M | 31.62 |
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| Chegg (CHGG) | 1.9 | $57M | -19% | 7.6M | 7.57 |
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| Pdd Holdings Sponsored Ads (PDD) | 1.4 | $41M | -21% | 353k | 116.25 |
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| Aeva Technologies Com New | 1.4 | $41M | NEW | 10M | 3.93 |
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| 8x8 (EGHT) | 1.3 | $39M | 14M | 2.70 |
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| Full Truck Alliance Sponsored Ads (YMM) | 1.2 | $37M | NEW | 5.1M | 7.27 |
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| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.9 | $27M | 1.5M | 17.94 |
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| Booking Holdings (BKNG) | 0.9 | $26M | -44% | 7.2k | 3627.88 |
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| Proshares Tr Bitcoin Strate (BITO) | 0.8 | $25M | NEW | 774k | 32.30 |
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| Ke Hldgs Sponsored Ads (BEKE) | 0.7 | $21M | 1.5M | 13.73 |
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| Despegar Com Corp Ord Shs (DESP) | 0.7 | $20M | +236% | 1.7M | 11.96 |
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| Miniso Group Hldg Sponsored Ads (MNSO) | 0.6 | $19M | NEW | 933k | 20.50 |
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| Renew Energy Global Cl A Shs (RNW) | 0.5 | $15M | -6% | 2.4M | 6.00 |
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| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.4 | $13M | NEW | 463k | 28.15 |
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| Myt Netherlands Parent B V Ads (MYTE) | 0.4 | $12M | 3.9M | 3.18 |
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| Xometry Class A Com (XMTR) | 0.4 | $11M | +1005% | 644k | 16.89 |
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Past Filings by Sylebra Capital
SEC 13F filings are viewable for Sylebra Capital going back to 2023
- Sylebra Capital 2024 Q1 filed May 16, 2024
- Sylebra Capital 2023 Q4 filed Feb. 15, 2024
- Sylebra Capital 2023 Q3 filed Dec. 8, 2023