Sylebra Capital as of June 30, 2024
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 30 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Impinj (PI) | 18.6 | $501M | 3.2M | 156.77 | |
| Elastic N V Ord Shs (ESTC) | 13.9 | $375M | 3.3M | 113.91 | |
| Paycom Software (PAYC) | 10.4 | $280M | 2.0M | 143.04 | |
| Ringcentral Cl A (RNG) | 7.9 | $213M | 7.5M | 28.20 | |
| Purecycle Technologies (PCT) | 6.4 | $173M | 29M | 5.92 | |
| Sentinelone Cl A (S) | 5.3 | $142M | 6.8M | 21.05 | |
| Five9 (FIVN) | 4.9 | $133M | 3.0M | 44.10 | |
| Pagseguro Digital Com Cl A (PAGS) | 3.8 | $102M | 8.7M | 11.69 | |
| Advanced Micro Devices (AMD) | 3.4 | $93M | 573k | 162.21 | |
| Carvana Cl A (CVNA) | 2.5 | $68M | 526k | 128.72 | |
| Full Truck Alliance Sponsored Ads (YMM) | 2.4 | $64M | 8.0M | 8.04 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 2.1 | $55M | 711k | 77.73 | |
| Opendoor Technologies (OPEN) | 1.9 | $50M | 27M | 1.84 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.7 | $46M | 3.6M | 12.89 | |
| Despegar Com Corp Ord Shs (DESP) | 1.4 | $39M | 2.9M | 13.23 | |
| Sea Sponsord Ads (SE) | 1.4 | $37M | 523k | 71.42 | |
| Sunrun (RUN) | 1.3 | $35M | 3.0M | 11.86 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 1.3 | $35M | 1.8M | 19.07 | |
| 8x8 (EGHT) | 1.2 | $32M | 14M | 2.22 | |
| Sunnova Energy International (NOVA) | 1.1 | $31M | 5.5M | 5.58 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 1.0 | $28M | 1.5M | 18.35 | |
| Aeva Technologies Com New (AEVA) | 1.0 | $26M | 10M | 2.52 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.8 | $21M | 160k | 132.95 | |
| Myt Netherlands Parent B V Ads (MYTE) | 0.7 | $20M | 3.9M | 5.10 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.7 | $18M | 1.3M | 14.15 | |
| Xometry Class A Com (XMTR) | 0.6 | $17M | 1.5M | 11.56 | |
| Proshares Tr Bitcoin Strate (BITO) | 0.6 | $17M | 774k | 22.51 | |
| Chegg (CHGG) | 0.6 | $17M | 5.4M | 3.16 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.5 | $14M | 944k | 14.60 | |
| Dlocal Class A Com (DLO) | 0.5 | $14M | 1.7M | 8.09 |
