Sylebra HK
Latest statistics and disclosures from Sylebra Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ESTC, RNG, AMD, PI, PCT, and represent 62.17% of Sylebra Capital's stock portfolio.
- Added to shares of these 8 stocks: PI (+$61M), NVEI (+$8.1M), RNG, PDD, BEKE, MYTE, RNW, ATAT.
- Started 1 new stock position in NVEI.
- Reduced shares in these 10 stocks: S (-$72M), ESTC (-$54M), BKNG (-$43M), FIVN (-$35M), AMD (-$33M), CD (-$25M), PAGS (-$19M), CHGG (-$19M), OPEN (-$18M), EDU (-$12M).
- Sold out of its positions in CD, FOUR, TASK.
- Sylebra Capital was a net seller of stock by $-265M.
- Sylebra Capital has $1.9B in assets under management (AUM), dropping by -22.80%.
- Central Index Key (CIK): 0001627436
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Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 20 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 16.9 | $319M | -14% | 3.9M | 81.24 |
|
| Ringcentral Cl A (RNG) | 12.9 | $243M | 8.2M | 29.63 |
|
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| Advanced Micro Devices (AMD) | 12.1 | $228M | -12% | 2.2M | 102.82 |
|
| Impinj (PI) | 11.5 | $217M | +38% | 3.9M | 55.03 |
|
| Purecycle Technologies (PCT) | 8.7 | $164M | 29M | 5.61 |
|
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| Five9 (FIVN) | 6.9 | $130M | -21% | 2.0M | 64.30 |
|
| Pagseguro Digital Com Cl A (PAGS) | 4.3 | $80M | -19% | 9.3M | 8.61 |
|
| Opendoor Technologies (OPEN) | 3.7 | $69M | -20% | 26M | 2.64 |
|
| Sentinelone Cl A (S) | 3.5 | $65M | -52% | 3.9M | 16.86 |
|
| New Oriental Ed & Technology Spon Adr (EDU) | 3.4 | $64M | -15% | 1.1M | 58.55 |
|
| Pdd Holdings Sponsored Ads (PDD) | 3.3 | $62M | 637k | 98.07 |
|
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| Chegg (CHGG) | 3.3 | $61M | -23% | 6.9M | 8.92 |
|
| Booking Holdings (BKNG) | 2.3 | $44M | -49% | 14k | 3083.95 |
|
| 8x8 (EGHT) | 1.9 | $36M | 14M | 2.52 |
|
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| Ke Hldgs Sponsored Ads (BEKE) | 1.2 | $23M | 1.5M | 15.52 |
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| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 1.2 | $22M | 1.2M | 18.85 |
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| Aeva Technologies (AEVA) | 1.1 | $21M | 27M | 0.76 |
|
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| Renew Energy Global Cl A Shs (RNW) | 0.7 | $14M | 2.6M | 5.43 |
|
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| Myt Netherlands Parent B V Ads (MYTE) | 0.7 | $13M | 3.8M | 3.40 |
|
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| Nuvei Corporation Sub Vtg Shs (NVEI) | 0.4 | $8.1M | NEW | 540k | 15.00 |
|
Past Filings by Sylebra Capital
SEC 13F filings are viewable for Sylebra Capital going back to 2014
- Sylebra Capital 2023 Q3 filed Nov. 15, 2023
- Sylebra Capital 2023 Q2 filed Aug. 15, 2023
- Sylebra Capital 2023 Q1 filed May 16, 2023
- Sylebra Capital 2022 Q4 filed Feb. 15, 2023
- Sylebra Capital 2022 Q3 restated filed Nov. 15, 2022
- Sylebra Capital 2022 Q3 filed Nov. 15, 2022
- Sylebra Capital 2022 Q2 filed Aug. 16, 2022
- Sylebra Capital 2022 Q1 filed May 17, 2022
- Sylebra Capital 2021 Q4 filed Feb. 15, 2022
- Sylebra Capital 2021 Q3 filed Nov. 16, 2021
- Sylebra Capital 2021 Q2 filed Aug. 17, 2021
- Sylebra Capital 2021 Q1 filed May 18, 2021
- Sylebra Capital 2020 Q4 amended filed Feb. 23, 2021
- Sylebra Capital 2020 Q4 filed Feb. 17, 2021
- Sylebra Capital 2020 Q3 filed Nov. 16, 2020
- Sylebra Capital 2020 Q2 filed Aug. 17, 2020