Sylebra Capital as of Sept. 30, 2023
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 20 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 16.9 | $319M | 3.9M | 81.24 | |
| Ringcentral Cl A (RNG) | 12.9 | $243M | 8.2M | 29.63 | |
| Advanced Micro Devices (AMD) | 12.1 | $228M | 2.2M | 102.82 | |
| Impinj (PI) | 11.5 | $217M | 3.9M | 55.03 | |
| Purecycle Technologies (PCT) | 8.7 | $164M | 29M | 5.61 | |
| Five9 (FIVN) | 6.9 | $130M | 2.0M | 64.30 | |
| Pagseguro Digital Com Cl A (PAGS) | 4.3 | $80M | 9.3M | 8.61 | |
| Opendoor Technologies (OPEN) | 3.7 | $69M | 26M | 2.64 | |
| Sentinelone Cl A (S) | 3.5 | $65M | 3.9M | 16.86 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 3.4 | $64M | 1.1M | 58.55 | |
| Pdd Holdings Sponsored Ads (PDD) | 3.3 | $62M | 637k | 98.07 | |
| Chegg (CHGG) | 3.3 | $61M | 6.9M | 8.92 | |
| Booking Holdings (BKNG) | 2.3 | $44M | 14k | 3083.95 | |
| 8x8 (EGHT) | 1.9 | $36M | 14M | 2.52 | |
| Ke Hldgs Sponsored Ads (BEKE) | 1.2 | $23M | 1.5M | 15.52 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 1.2 | $22M | 1.2M | 18.85 | |
| Aeva Technologies | 1.1 | $21M | 27M | 0.76 | |
| Renew Energy Global Cl A Shs (RNW) | 0.7 | $14M | 2.6M | 5.43 | |
| Myt Netherlands Parent B V Ads (LUXE) | 0.7 | $13M | 3.8M | 3.40 | |
| Nuvei Corporation Sub Vtg Shs (NVEI) | 0.4 | $8.1M | 540k | 15.00 |
