Sylebra HK
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 | |
|---|---|---|---|---|---|---|
| Impinj (PI) | 17.2 | $386M | +4% | 2.8M | 135.52 |
|
| 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 |
|
|
| Five9 (FIVN) | 8.3 | $186M | +3% | 2.6M | 72.29 |
|
| 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 |
|
|
| 8x8 (EGHT) | 2.7 | $60M | 14M | 4.17 |
|
|
| Chegg (CHGG) | 2.7 | $60M | +301% | 3.7M | 16.30 |
|
| 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