Sylebra Capital
Latest statistics and disclosures from Sylebra Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PAYC, PCT, PI, ESTC, RNG, and represent 59.81% of Sylebra Capital's stock portfolio.
- Added to shares of these 7 stocks: RUN (+$34M), S (+$13M), FLUT (+$5.7M), XMTR, MYTE, FIVN, DESP.
- Started 1 new stock position in FLUT.
- Reduced shares in these 10 stocks: PI (-$155M), OPEN (-$31M), MNSO (-$15M), , NU (-$13M), SE (-$12M), EDU (-$11M), ATAT (-$9.5M), PDD (-$9.0M), DLO (-$7.0M).
- Sold out of its positions in CHGG, DQ, DLO.
- Sylebra Capital was a net seller of stock by $-236M.
- Sylebra Capital has $2.7B in assets under management (AUM), dropping by -11.75%.
- Central Index Key (CIK): 0002003074
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Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Paycom Software (PAYC) | 15.1 | $402M | 2.0M | 204.97 |
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| Purecycle Technologies (PCT) | 12.8 | $343M | 34M | 10.25 |
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| Impinj (PI) | 11.6 | $309M | -33% | 2.1M | 145.26 |
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| Elastic N V Ord Shs (ESTC) | 10.4 | $278M | 2.8M | 99.08 |
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| Ringcentral Cl A (RNG) | 9.9 | $264M | 7.5M | 35.01 |
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| Sentinelone Cl A (S) | 8.0 | $213M | +6% | 9.6M | 22.20 |
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| Advanced Micro Devices (AMD) | 5.0 | $133M | -3% | 1.1M | 120.79 |
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| Five9 (FIVN) | 3.6 | $96M | 2.4M | 40.64 |
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| Xometry Class A Com (XMTR) | 2.9 | $78M | +2% | 1.8M | 42.66 |
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| Full Truck Alliance Sponsored Ads (YMM) | 2.6 | $70M | 6.5M | 10.82 |
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| Sunrun (RUN) | 2.3 | $62M | +123% | 6.7M | 9.25 |
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| Despegar Com Corp Ord Shs (DESP) | 2.1 | $56M | 2.9M | 19.25 |
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| Aeva Technologies Com New (AEVA) | 1.8 | $49M | 10M | 4.75 |
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| Pagseguro Digital Com Cl A (PAGS) | 1.8 | $48M | -3% | 7.6M | 6.26 |
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| Sunnova Energy International (NOVA) | 1.6 | $42M | -2% | 12M | 3.43 |
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| Pdd Holdings Sponsored Ads (PDD) | 1.5 | $39M | -18% | 400k | 96.99 |
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| 8x8 (EGHT) | 1.4 | $38M | 14M | 2.67 |
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| Myt Netherlands Parent B V Ads (MYTE) | 1.0 | $28M | 3.9M | 7.10 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.9 | $24M | -33% | 2.4M | 10.36 |
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| Ke Hldgs Sponsored Ads (BEKE) | 0.8 | $21M | -9% | 1.1M | 18.42 |
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| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.8 | $20M | -31% | 758k | 26.89 |
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| Miniso Group Hldg Sponsored Ads (MNSO) | 0.7 | $20M | -43% | 826k | 23.89 |
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| New Oriental Ed & Technology Spon Adr (EDU) | 0.5 | $13M | -44% | 202k | 64.18 |
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| Sea Sponsord Ads (SE) | 0.5 | $13M | -48% | 121k | 106.10 |
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| Flutter Entmt SHS (FLUT) | 0.2 | $5.7M | NEW | 22k | 258.45 |
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| Opendoor Technologies (OPEN) | 0.1 | $2.7M | -91% | 1.7M | 1.60 |
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Past Filings by Sylebra Capital
SEC 13F filings are viewable for Sylebra Capital going back to 2023
- Sylebra Capital 2024 Q4 restated filed March 3, 2025
- Sylebra Capital 2024 Q4 filed Feb. 18, 2025
- Sylebra Capital 2024 Q3 filed Nov. 15, 2024
- Sylebra Capital 2024 Q2 filed Aug. 15, 2024
- Sylebra Capital 2024 Q1 filed May 16, 2024
- Sylebra Capital 2023 Q4 filed Feb. 15, 2024
- Sylebra Capital 2023 Q3 filed Dec. 8, 2023