Sylebra Capital Ltd 13F Holdings
CIK 0001627436 · HONG KONG, K3
As of Sep 30, 2023, Sylebra Capital Ltd reported 20 positions worth
CIK 0001627436 · HONG KONG, K3
As of Sep 30, 2023, Sylebra Capital Ltd reported 20 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ELASTIC NV | ESTC | Technology | 3,924,450 | $318.8M | 16.94% |
| RINGCENTRAL INC | RNG | Technology | 8,183,003 | $242.5M | 12.88% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 2,213,249 | $227.6M | 12.09% |
| IMPINJ INC | PI | Technology | 3,948,566 | $217.3M | 11.55% |
| PURECYCLE TECHNOLOGIES INC | PCT | Industrials | 29,193,256 | 63.8M | 8.70% |
| FIVE9 INC | FIVN | Technology | 2,013,488 | 29.5M | 6.88% |
| PAGSEGURO DIGITAL LTD | PAGS | Technology | 9,294,825 | $80.0M | 4.25% |
| OPENDOOR TECHNOLOGIES INC | OPEN | Real Estate | 26,059,261 | $68.8M | 3.66% |
| SENTINELONE INC | S | Technology | 3,854,156 | $65.0M | 3.45% |
| NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | EDU | Consumer Defensive | 1,091,965 | $63.9M | 3.40% |
| PDD HOLDINGS INC | PDD | Consumer Cyclical | 636,721 | $62.4M | 3.32% |
| CHEGG INC | CHGG | Consumer Defensive | 6,870,589 | $61.3M | 3.26% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 14,294 | $44.1M | 2.34% |
| 8X8 INC NEW | EGHT | Technology | 14,389,476 | $36.3M | 1.93% |
| KE HOLDINGS INC | BEKE | Real Estate | 1,464,702 | $22.7M | 1.21% |
| ATOUR LIFESTYLE HOLDINGS LTD | ATAT | Consumer Cyclical | 1,170,994 | $22.1M | 1.17% |
| AEVA TECHNOLOGIES INC | — | — | 27,101,533 | $20.7M | 1.10% |
| RENEW ENERGY GLOBAL PLC | RNW | Utilities | 2,571,227 | 4.0M | 0.74% |
| LUXEXPERIENCE BV | LUXE | Consumer Cyclical | 3,818,293 | 3.0M | 0.69% |
| NUVEI CORPORATION | NVEI | Technology | 539,665 | $8.1M | 0.43% |