Sylebra Capital as of June 30, 2023
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 22 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Purecycle Technologies (PCT) | 12.8 | $312M | 29M | 10.69 | |
| Elastic N V Ord Shs (ESTC) | 12.1 | $294M | 4.6M | 64.12 | |
| Advanced Micro Devices (AMD) | 11.8 | $288M | 2.5M | 113.91 | |
| Ringcentral Cl A (RNG) | 11.0 | $267M | 8.2M | 32.73 | |
| Impinj (PI) | 10.5 | $255M | 2.8M | 89.65 | |
| Five9 (FIVN) | 8.6 | $211M | 2.6M | 82.45 | |
| Opendoor Technologies (OPEN) | 5.4 | $132M | 33M | 4.02 | |
| Sentinelone Cl A (S) | 5.0 | $123M | 8.1M | 15.10 | |
| Pagseguro Digital Com Cl A (PAGS) | 4.5 | $109M | 12M | 9.44 | |
| Chegg (CHGG) | 3.3 | $80M | 9.0M | 8.88 | |
| Booking Holdings (BKNG) | 3.1 | $76M | 28k | 2700.33 | |
| 8x8 (EGHT) | 2.5 | $61M | 14M | 4.23 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 2.1 | $51M | 1.3M | 39.49 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.8 | $44M | 634k | 69.14 | |
| Aeva Technologies | 1.4 | $34M | 27M | 1.25 | |
| Chindata Group Hldgs Ads | 1.0 | $25M | 3.4M | 7.16 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.9 | $22M | 1.5M | 14.85 | |
| Atour Lifestyle Holdings Sponsored Ads (ATAT) | 0.8 | $19M | 1.2M | 16.24 | |
| Myt Netherlands Parent B V Ads (MYTE) | 0.6 | $15M | 3.8M | 4.00 | |
| Renew Energy Global Cl A Shs (RNW) | 0.6 | $14M | 2.6M | 5.48 | |
| Shift4 Pmts Cl A (FOUR) | 0.2 | $3.8M | 55k | 67.91 | |
| Taskus Class A Com (TASK) | 0.1 | $2.8M | 246k | 11.32 |
