Sylebra Capital as of Sept. 30, 2024
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 28 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Impinj (PI) | 22.9 | $692M | 3.2M | 216.52 | |
| Paycom Software (PAYC) | 10.8 | $327M | 2.0M | 166.57 | |
| Purecycle Technologies (PCT) | 10.5 | $318M | 34M | 9.50 | |
| Ringcentral Cl A (RNG) | 7.9 | $238M | 7.5M | 31.63 | |
| Sentinelone Cl A (S) | 7.2 | $217M | 9.0M | 23.92 | |
| Elastic N V Ord Shs (ESTC) | 7.1 | $215M | 2.8M | 76.76 | |
| Advanced Micro Devices (AMD) | 6.2 | $188M | 1.1M | 164.08 | |
| Sunnova Energy International (NOVA) | 4.0 | $121M | 12M | 9.74 | |
| Pagseguro Digital Com Cl A (PAGS) | 2.3 | $68M | 7.9M | 8.61 | |
| Five9 (FIVN) | 2.2 | $68M | 2.3M | 28.73 | |
| Pdd Holdings Sponsored Ads (PDD) | 2.2 | $66M | 492k | 134.81 | |
| Full Truck Alliance Sponsored Ads (YMM) | 1.9 | $59M | 6.5M | 9.01 | |
| Sunrun (RUN) | 1.8 | $54M | 3.0M | 18.06 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.6 | $49M | 3.6M | 13.65 | |
| Opendoor Technologies (OPEN) | 1.4 | $42M | 21M | 2.00 | |
| Despegar Com Corp Ord Shs (DESP) | 1.2 | $36M | 2.9M | 12.40 | |
| Aeva Technologies Com New (AEVA) | 1.1 | $34M | 10M | 3.29 | |
| Xometry Class A Com (XMTR) | 1.1 | $33M | 1.8M | 18.37 | |
| 8x8 (EGHT) | 1.0 | $29M | 14M | 2.04 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 1.0 | $29M | 1.1M | 25.94 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.9 | $28M | 367k | 75.84 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 0.9 | $26M | 1.5M | 17.54 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.8 | $25M | 1.2M | 19.91 | |
| Sea Sponsord Ads (SE) | 0.7 | $22M | 236k | 94.28 | |
| Myt Netherlands Parent B V Ads (MYTE) | 0.5 | $15M | 3.9M | 3.81 | |
| Daqo New Energy Corp Spnsrd Ads New (DQ) | 0.5 | $15M | 720k | 20.37 | |
| Dlocal Class A Com (DLO) | 0.2 | $7.0M | 880k | 8.00 | |
| Chegg (CHGG) | 0.1 | $3.9M | 2.2M | 1.77 |
