Sylebra Capital as of Dec. 31, 2022
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 18 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Impinj (PI) | 16.8 | $299M | 2.7M | 109.18 | |
| Elastic N V Ord Shs (ESTC) | 13.3 | $235M | 4.6M | 51.50 | |
| Advanced Micro Devices (AMD) | 11.5 | $204M | 3.1M | 64.77 | |
| Purecycle Technologies (PCT) | 11.1 | $197M | 29M | 6.76 | |
| Five9 (FIVN) | 9.5 | $169M | 2.5M | 67.86 | |
| Pagseguro Digital Com Cl A (PAGS) | 6.3 | $112M | 13M | 8.74 | |
| Booking Holdings (BKNG) | 5.6 | $99M | 49k | 2015.28 | |
| Pinduoduo Sponsored Ads (PDD) | 4.2 | $74M | 907k | 81.55 | |
| Freyr Battery SHS | 4.0 | $72M | 8.3M | 8.68 | |
| 8x8 (EGHT) | 3.5 | $62M | 14M | 4.32 | |
| Chindata Group Hldgs Ads | 2.7 | $48M | 6.1M | 7.97 | |
| Opendoor Technologies (OPEN) | 2.1 | $38M | 32M | 1.16 | |
| Aeva Technologies | 2.1 | $37M | 27M | 1.36 | |
| Myt Netherlands Parent B V Ads (LUXE) | 2.0 | $35M | 3.9M | 8.91 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 1.7 | $31M | 888k | 34.82 | |
| Taskus Class A Com (TASK) | 1.4 | $25M | 1.5M | 16.90 | |
| Chegg (CHGG) | 1.3 | $23M | 912k | 25.27 | |
| Renew Energy Global Cl A Shs (RNW) | 0.8 | $14M | 2.6M | 5.50 |