Latest statistics and disclosures from Sylebra Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PI, AMD, ESTC, PCT, FIVN, and represent 60.10% of Sylebra Capital's stock portfolio.
- Added to shares of these 10 stocks: S (+$172M), CHGG (+$45M), FOUR (+$30M), RNG (+$25M), PI (+$15M), ESTC (+$8.5M), FIVN (+$5.9M), BKNG, PAGS, OPEN.
- Started 3 new stock positions in S, RNG, FOUR.
- Reduced shares in these 2 stocks: FREY (-$72M), AMD (-$7.4M).
- Sold out of its positions in FREY.
- Sylebra Capital was a net buyer of stock by $234M.
- Sylebra Capital has $2.2B in assets under management (AUM), dropping by 26.66%.
- 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 March 2023 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Advanced Micro Devices (AMD)||13.4||$301M||-2%||3.1M||98.01||
|Elastic N V Ord Shs (ESTC)||12.1||$273M||+3%||4.7M||57.90||
|Purecycle Technologies (PCT)||9.1||$204M||29M||7.00||
|Sentinelone Cl A (S)||7.6||$172M||NEW||11M||16.36||
|Booking Holdings (BKNG)||6.0||$134M||+3%||51k||2652.41||
|Pagseguro Digital Com Cl A (PAGS)||5.1||$114M||+3%||13M||8.57||
|Pdd Holdings Sponsored Ads (PDD)||3.1||$69M||910k||75.90||
|Opendoor Technologies (OPEN)||2.6||$59M||+3%||34M||1.76||
|Chindata Group Hldgs Ads (CD)||1.9||$43M||6.1M||6.99||
|New Oriental Ed & Technology Spon Adr (EDU)||1.5||$34M||892k||38.61||
|Aeva Technologies (AEVA)||1.4||$32M||27M||1.19||
|Shift4 Pmts Cl A (FOUR)||1.3||$30M||NEW||400k||75.80||
|Myt Netherlands Parent B V Ads (MYTE)||1.2||$28M||3.9M||7.03||
|Ringcentral Cl A (RNG)||1.1||$25M||NEW||814k||30.67||
|Taskus Class A Com (TASK)||1.0||$22M||+2%||1.5M||14.44||
|Renew Energy Global Cl A Shs (RNW)||0.7||$15M||+3%||2.7M||5.62||
Past Filings by Sylebra Capital
SEC 13F filings are viewable for Sylebra Capital going back to 2014
- 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
- Sylebra Capital 2020 Q1 filed May 18, 2020
- Sylebra Capital 2019 Q4 filed Feb. 18, 2020