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 | 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 | 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 |
