Sylebra Capital as of Dec. 31, 2024
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paycom Software (PAYC) | 15.1 | $402M | 2.0M | 204.97 | |
| Purecycle Technologies (PCT) | 12.8 | $343M | 34M | 10.25 | |
| Impinj (PI) | 11.6 | $309M | 2.1M | 145.26 | |
| Elastic N V Ord Shs (ESTC) | 10.4 | $278M | 2.8M | 99.08 | |
| Ringcentral Cl A (RNG) | 9.9 | $264M | 7.5M | 35.01 | |
| Sentinelone Cl A (S) | 8.0 | $213M | 9.6M | 22.20 | |
| Advanced Micro Devices (AMD) | 5.0 | $133M | 1.1M | 120.79 | |
| Five9 (FIVN) | 3.6 | $96M | 2.4M | 40.64 | |
| Xometry Class A Com (XMTR) | 2.9 | $78M | 1.8M | 42.66 | |
| Full Truck Alliance Sponsored Ads (YMM) | 2.6 | $70M | 6.5M | 10.82 | |
| Sunrun (RUN) | 2.3 | $62M | 6.7M | 9.25 | |
| Despegar Com Corp Ord Shs | 2.1 | $56M | 2.9M | 19.25 | |
| Aeva Technologies Com New (AEVA) | 1.8 | $49M | 10M | 4.75 | |
| Pagseguro Digital Com Cl A (PAGS) | 1.8 | $48M | 7.6M | 6.26 | |
| Sunnova Energy International (NOVAQ) | 1.6 | $42M | 12M | 3.43 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.5 | $39M | 400k | 96.99 | |
| 8x8 (EGHT) | 1.4 | $38M | 14M | 2.67 | |
| Myt Netherlands Parent B V Ads (LUXE) | 1.0 | $28M | 3.9M | 7.10 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.9 | $24M | 2.4M | 10.36 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.8 | $21M | 1.1M | 18.42 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.8 | $20M | 758k | 26.89 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 0.7 | $20M | 826k | 23.89 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.5 | $13M | 202k | 64.18 | |
| Sea Sponsord Ads (SE) | 0.5 | $13M | 121k | 106.10 | |
| Flutter Entmt SHS (FLUT) | 0.2 | $5.7M | 22k | 258.45 | |
| Opendoor Technologies (OPEN) | 0.1 | $2.7M | 1.7M | 1.60 |
