Sylebra Capital Ltd 13F Holdings · last filed Q3 2023
Sylebra Capital Ltd reported 20 securities worth $1.88B in its SEC 13F filing for Q3 2023 (period ended 2023-09-30). Top holdings: ESTC (16.94%), RNG (12.88%), AMD (12.09%). Among its top 25 positions this quarter: 1 new, 7 added, 9 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESTC | ELASTIC N V | $318.8M | 16.94% | 3.9M | Trimmed |
| 2 | RNG | RINGCENTRAL INC | $242.5M | 12.88% | 8.2M | Added |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $227.6M | 12.09% | 2.2M | Trimmed |
| 4 | PI | IMPINJ INC | $217.3M | 11.55% | 3.9M | Added |
| 5 | PCT | PURECYCLE TECHNOLOGIES INC | $163.8M | 8.70% | 29.2M | Hold |
| 6 | FIVN | FIVE9 INC | $129.5M | 6.88% | 2.0M | Trimmed |
| 7 | PAGS | PAGSEGURO DIGITAL LTD | $80.0M | 4.25% | 9.3M | Trimmed |
| 8 | OPEN | OPENDOOR TECHNOLOGIES INC | $68.8M | 3.66% | 26.1M | Trimmed |
| 9 | S | SENTINELONE INC | $65.0M | 3.45% | 3.9M | Trimmed |
| 10 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $63.9M | 3.40% | 1.1M | Trimmed |
| 11 | PDD | PDD HOLDINGS INC | $62.4M | 3.32% | 636,721 | Added |
| 12 | CHGG | CHEGG INC | $61.3M | 3.26% | 6.9M | Trimmed |
| 13 | BKNG | BOOKING HOLDINGS INC | $44.1M | 2.34% | 14,294 | Trimmed |
| 14 | EGHT | 8X8 INC NEW | $36.3M | 1.93% | 14.4M | Hold |
| 15 | BEKE | KE HLDGS INC | $22.7M | 1.21% | 1.5M | Added |
| 16 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $22.1M | 1.17% | 1.2M | Added |
| 17 | AEVA | AEVA TECHNOLOGIES INC | $20.7M | 1.10% | 27.1M | Hold |
| 18 | RNW | RENEW ENERGY GLOBAL PLC | $14.0M | 0.74% | 2.6M | Added |
| 19 | LUXE | MYT NETHERLANDS PARENT B V | $13.0M | 0.69% | 3.8M | Added |
| 20 | NVEI | NUVEI CORPORATION | $8.1M | 0.43% | 539,665 | New |
| 21 | CD | CHINDATA GROUP HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 22 | FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | Exited |
| 23 | TASK | TASKUS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2023-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR