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
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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
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Impinj (PI) 11.5 $217M +38% 3.9M 55.03
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Purecycle Technologies (PCT) 8.7 $164M 29M 5.61
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Five9 (FIVN) 6.9 $130M -21% 2.0M 64.30
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Pagseguro Digital Com Cl A (PAGS) 4.3 $80M -19% 9.3M 8.61
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Opendoor Technologies (OPEN) 3.7 $69M -20% 26M 2.64
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Sentinelone Cl A (S) 3.5 $65M -52% 3.9M 16.86
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New Oriental Ed & Technology Spon Adr (EDU) 3.4 $64M -15% 1.1M 58.55
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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
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Booking Holdings (BKNG) 2.3 $44M -49% 14k 3083.95
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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
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Past Filings by Sylebra Capital

SEC 13F filings are viewable for Sylebra Capital going back to 2014

View all past filings