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 (MYTE) | 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 |