Sylebra Capital
Latest statistics and disclosures from Sylebra Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESTC, PI, RNG, AMD, FIVN, and represent 57.66% of Sylebra Capital's stock portfolio.
- Added to shares of these 10 stocks: SE (+$61M), NVEI (+$40M), S (+$39M), NU (+$39M), CHGG (+$29M), FIVN (+$24M), PI (+$22M), Aeva Technologies (+$19M), ESTC (+$12M), ATAT (+$5.7M).
- Started 4 new stock positions in NU, SE, XMTR, DESP.
- Reduced shares in these 4 stocks: AMD (-$96M), PDD (-$27M), EDU (-$18M), BKNG.
- Sylebra Capital was a net buyer of stock by $156M.
- Sylebra Capital has $2.6B in assets under management (AUM), dropping by 40.28%.
- Central Index Key (CIK): 0002003074
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Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 24 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 17.2 | $454M | +2% | 4.0M | 112.70 |
|
| Impinj (PI) | 14.3 | $378M | +6% | 4.2M | 90.03 |
|
| Ringcentral Cl A (RNG) | 10.5 | $278M | 8.2M | 33.95 |
|
|
| Advanced Micro Devices (AMD) | 8.7 | $230M | -29% | 1.6M | 147.41 |
|
| Five9 (FIVN) | 6.9 | $182M | +14% | 2.3M | 78.69 |
|
| Sentinelone Cl A (S) | 5.5 | $145M | +37% | 5.3M | 27.44 |
|
| Pagseguro Digital Com Cl A (PAGS) | 4.5 | $119M | +2% | 9.5M | 12.47 |
|
| Purecycle Technologies (PCT) | 4.5 | $118M | 29M | 4.05 |
|
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| Opendoor Technologies (OPEN) | 4.5 | $118M | 26M | 4.48 |
|
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| Chegg (CHGG) | 4.0 | $107M | +36% | 9.4M | 11.36 |
|
| Pdd Holdings Sponsored Ads (PDD) | 2.5 | $66M | -29% | 451k | 146.31 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 2.3 | $62M | -22% | 844k | 73.28 |
|
| Sea Sponsord Ads (SE) | 2.3 | $61M | NEW | 1.5M | 40.50 |
|
| 8x8 (EGHT) | 2.1 | $54M | 14M | 3.78 |
|
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| Nuvei Corporation Sub Vtg Shs (NVEI) | 2.0 | $54M | +281% | 2.1M | 26.26 |
|
| Booking Holdings (BKNG) | 1.7 | $46M | -9% | 13k | 3547.22 |
|
| Aeva Technologies | 1.5 | $39M | +91% | 52M | 0.76 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.5 | $39M | NEW | 4.7M | 8.33 |
|
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 1.0 | $26M | +28% | 1.5M | 17.36 |
|
| Ke Hldgs Sponsored Ads (BEKE) | 0.9 | $24M | +2% | 1.5M | 16.21 |
|
| Renew Energy Global Cl A Shs (RNW) | 0.8 | $20M | 2.6M | 7.66 |
|
|
| Myt Netherlands Parent B V Ads (MYTE) | 0.5 | $12M | 3.9M | 3.19 |
|
|
| Despegar Com Corp Ord Shs (DESP) | 0.2 | $4.8M | NEW | 504k | 9.46 |
|
| Xometry Class A Com (XMTR) | 0.1 | $2.1M | NEW | 58k | 35.91 |
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Past Filings by Sylebra Capital
SEC 13F filings are viewable for Sylebra Capital going back to 2023
- Sylebra Capital 2023 Q4 filed Feb. 15, 2024
- Sylebra Capital 2023 Q3 filed Dec. 8, 2023