Sylebra Capital as of Sept. 30, 2022
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 19 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 16.4 | $320M | 4.5M | 71.74 | |
| Impinj (PI) | 14.0 | $272M | 3.4M | 80.03 | |
| Purecycle Technologies (PCT) | 11.6 | $226M | 28M | 8.07 | |
| Freyr Battery SHS | 9.0 | $175M | 12M | 14.24 | |
| Advanced Micro Devices (AMD) | 7.3 | $143M | 2.3M | 63.36 | |
| Pagseguro Digital Com Cl A (PAGS) | 6.9 | $134M | 10M | 13.23 | |
| Five9 (FIVN) | 6.1 | $118M | 1.6M | 74.98 | |
| Zendesk | 5.0 | $97M | 1.3M | 76.10 | |
| Opendoor Technologies (OPEN) | 4.9 | $96M | 31M | 3.11 | |
| Booking Holdings (BKNG) | 2.9 | $57M | 35k | 1643.22 | |
| Chindata Group Hldgs Ads | 2.5 | $48M | 6.0M | 8.08 | |
| Aeva Technologies | 2.5 | $48M | 26M | 1.87 | |
| 8x8 (EGHT) | 2.4 | $47M | 14M | 3.45 | |
| Pinduoduo Sponsored Ads (PDD) | 2.3 | $44M | 703k | 62.58 | |
| Myt Netherlands Parent B V Ads (MYTE) | 2.1 | $41M | 3.6M | 11.52 | |
| Taskus Class A Com (TASK) | 1.2 | $23M | 1.5M | 16.10 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 1.1 | $21M | 878k | 23.97 | |
| Chegg (CHGG) | 1.0 | $19M | 898k | 21.07 | |
| Renew Energy Global Cl A Shs (RNW) | 0.8 | $15M | 2.5M | 6.02 |
