Sylebra Capital as of March 31, 2023
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 | 2.8M | 135.52 | |
| Advanced Micro Devices (AMD) | 13.4 | $301M | 3.1M | 98.01 | |
| Elastic N V Ord Shs (ESTC) | 12.1 | $273M | 4.7M | 57.90 | |
| Purecycle Technologies (PCT) | 9.1 | $204M | 29M | 7.00 | |
| Five9 (FIVN) | 8.3 | $186M | 2.6M | 72.29 | |
| Sentinelone Cl A (S) | 7.6 | $172M | 11M | 16.36 | |
| Booking Holdings (BKNG) | 6.0 | $134M | 51k | 2652.41 | |
| Pagseguro Digital Com Cl A (PAGS) | 5.1 | $114M | 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 | 3.7M | 16.30 | |
| Opendoor Technologies (OPEN) | 2.6 | $59M | 34M | 1.76 | |
| Chindata Group Hldgs Ads | 1.9 | $43M | 6.1M | 6.99 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 1.5 | $34M | 892k | 38.61 | |
| Aeva Technologies | 1.4 | $32M | 27M | 1.19 | |
| Shift4 Pmts Cl A (FOUR) | 1.3 | $30M | 400k | 75.80 | |
| Myt Netherlands Parent B V Ads (LUXE) | 1.2 | $28M | 3.9M | 7.03 | |
| Ringcentral Cl A (RNG) | 1.1 | $25M | 814k | 30.67 | |
| Taskus Class A Com (TASK) | 1.0 | $22M | 1.5M | 14.44 | |
| Renew Energy Global Cl A Shs (RNW) | 0.7 | $15M | 2.7M | 5.62 |
