Sylebra Capital as of March 31, 2024
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 29 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Impinj (PI) | 17.9 | $539M | 4.2M | 128.41 | |
| Elastic N V Ord Shs (ESTC) | 11.8 | $355M | 3.5M | 100.24 | |
| Ringcentral Cl A (RNG) | 8.7 | $262M | 7.5M | 34.74 | |
| Paycom Software (PAYC) | 8.4 | $253M | 1.3M | 199.01 | |
| Advanced Micro Devices (AMD) | 7.3 | $218M | 1.2M | 180.49 | |
| Purecycle Technologies (PCT) | 6.0 | $182M | 29M | 6.22 | |
| Five9 (FIVN) | 4.8 | $146M | 2.3M | 62.11 | |
| Sentinelone Cl A (S) | 4.7 | $143M | 6.1M | 23.31 | |
| Pagseguro Digital Com Cl A (PAGS) | 4.6 | $137M | 9.6M | 14.28 | |
| Sea Sponsord Ads (SE) | 3.3 | $99M | 1.8M | 53.71 | |
| Opendoor Technologies (OPEN) | 3.0 | $90M | 30M | 3.03 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 2.1 | $62M | 718k | 86.82 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.0 | $60M | 5.1M | 11.93 | |
| Nuvei Corporation Sub Vtg Shs (NVEI) | 2.0 | $60M | 1.9M | 31.62 | |
| Chegg (CHGG) | 1.9 | $57M | 7.6M | 7.57 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.4 | $41M | 353k | 116.25 | |
| Aeva Technologies Com New (AEVA) | 1.4 | $41M | 10M | 3.93 | |
| 8x8 (EGHT) | 1.3 | $39M | 14M | 2.70 | |
| Full Truck Alliance Sponsored Ads (YMM) | 1.2 | $37M | 5.1M | 7.27 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.9 | $27M | 1.5M | 17.94 | |
| Booking Holdings (BKNG) | 0.9 | $26M | 7.2k | 3627.88 | |
| Proshares Tr Bitcoin Strate (BITO) | 0.8 | $25M | 774k | 32.30 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.7 | $21M | 1.5M | 13.73 | |
| Despegar Com Corp Ord Shs (DESP) | 0.7 | $20M | 1.7M | 11.96 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 0.6 | $19M | 933k | 20.50 | |
| Renew Energy Global Cl A Shs (RNW) | 0.5 | $15M | 2.4M | 6.00 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.4 | $13M | 463k | 28.15 | |
| Myt Netherlands Parent B V Ads (MYTE) | 0.4 | $12M | 3.9M | 3.18 | |
| Xometry Class A Com (XMTR) | 0.4 | $11M | 644k | 16.89 |
