Sylebra Capital as of Dec. 31, 2023
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 24 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 17.2 | $454M | 4.0M | 112.70 | |
| Impinj (PI) | 14.3 | $378M | 4.2M | 90.03 | |
| Ringcentral Cl A (RNG) | 10.5 | $278M | 8.2M | 33.95 | |
| Advanced Micro Devices (AMD) | 8.7 | $230M | 1.6M | 147.41 | |
| Five9 (FIVN) | 6.9 | $182M | 2.3M | 78.69 | |
| Sentinelone Cl A (S) | 5.5 | $145M | 5.3M | 27.44 | |
| Pagseguro Digital Com Cl A (PAGS) | 4.5 | $119M | 9.5M | 12.47 | |
| Purecycle Technologies (PCT) | 4.5 | $118M | 29M | 4.05 | |
| Opendoor Technologies (OPEN) | 4.5 | $118M | 26M | 4.48 | |
| Chegg (CHGG) | 4.0 | $107M | 9.4M | 11.36 | |
| Pdd Holdings Sponsored Ads (PDD) | 2.5 | $66M | 451k | 146.31 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 2.3 | $62M | 844k | 73.28 | |
| Sea Sponsord Ads (SE) | 2.3 | $61M | 1.5M | 40.50 | |
| 8x8 (EGHT) | 2.1 | $54M | 14M | 3.78 | |
| Nuvei Corporation Sub Vtg Shs (NVEI) | 2.0 | $54M | 2.1M | 26.26 | |
| Booking Holdings (BKNG) | 1.7 | $46M | 13k | 3547.22 | |
| Aeva Technologies | 1.5 | $39M | 52M | 0.76 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.5 | $39M | 4.7M | 8.33 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 1.0 | $26M | 1.5M | 17.36 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.9 | $24M | 1.5M | 16.21 | |
| Renew Energy Global Cl A Shs (RNW) | 0.8 | $20M | 2.6M | 7.66 | |
| Myt Netherlands Parent B V Ads (LUXE) | 0.5 | $12M | 3.9M | 3.19 | |
| Despegar Com Corp Ord Shs | 0.2 | $4.8M | 504k | 9.46 | |
| Xometry Class A Com (XMTR) | 0.1 | $2.1M | 58k | 35.91 |
