Sylebra HK

Sylebra Capital as of Sept. 30, 2021

Portfolio Holdings for Sylebra Capital

Sylebra Capital holds 25 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Elastic N V Ord Shs (ESTC) 15.2 $676M 4.5M 148.99
Advanced Micro Devices (AMD) 11.3 $503M 4.9M 102.90
Pagseguro Digital Com Cl A (PAGS) 11.0 $490M 9.5M 51.72
Opendoor Technologies (OPEN) 9.0 $402M 20M 20.53
8x8 (EGHT) 7.2 $318M 14M 23.39
Everbridge, Inc. Cmn (EVBG) 6.8 $303M 2.0M 151.04
Impinj (PI) 5.7 $251M 4.4M 57.13
Purecycle Technologies (PCT) 5.3 $236M 18M 13.28
Aeva Technologies (AEVA) 4.7 $207M 26M 7.94
Lattice Semiconductor (LSCC) 3.0 $132M 2.0M 64.65
Freyr Battery SHS 2.8 $123M 12M 9.87
Myt Netherlands Parent B V Ads (MYTE) 2.1 $95M 3.5M 26.90
Pinduoduo Sponsored Ads (PDD) 2.1 $91M 1.0M 90.67
Chegg (CHGG) 1.8 $78M 1.1M 68.02
Docusign (DOCU) 1.7 $76M 296k 257.43
4068594 Enphase Energy (ENPH) 1.7 $75M 501k 149.97
Taskus Class A Com (TASK) 1.6 $71M 1.1M 66.37
Zoom Video Communications In Cl A (ZM) 1.5 $66M 251k 261.50
Chindata Group Hldgs Ads 1.4 $61M 7.2M 8.41
Renew Energy Global Cl A Shs (RNW) 1.3 $57M 5.5M 10.20
Sunnova Energy International (NOVA) 0.8 $36M 1.1M 32.94
Futu Hldgs Spon Ads Cl A (FUTU) 0.8 $35M 389k 91.02
Zhihu Ads (ZH) 0.6 $29M 3.1M 9.23
Ringcentral Cl A (RNG) 0.5 $21M 96k 217.50
Origin Materials (ORGN) 0.2 $10M 1.5M 6.81