13F HOLDINGS REPORT
Sylebra Capital Ltd
Quarter ended Q1 2023 · Filed February 15, 2023 · Accession 0001085146-23-001379
Total Value
$1.77B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IMPINJ INC | PI | 2,736,388 | $298.8M | 16.84% |
| 2 | ELASTIC N V | ESTC | 4,565,679 | $235.1M | 13.26% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 3,145,528 | $203.7M | 11.49% |
| 4 | PURECYCLE TECHNOLOGIES INC | PCTTW | 29,193,256 | $197.3M | 11.13% |
| 5 | FIVE9 INC | FIVN | 2,495,298 | $169.3M | 9.55% |
| 6 | PAGSEGURO DIGITAL LTD | PAGS | 12,851,840 | $112.3M | 6.33% |
| 7 | BOOKING HOLDINGS INC | BKNG | 48,956 | $98.7M | 5.56% |
| 8 | PINDUODUO INC | PDD | 906,722 | $73.9M | 4.17% |
| 9 | FREYR BATTERY | L4135L100 | 8,273,750 | $71.8M | 4.05% |
| 10 | 8X8 INC NEW | 282914100 | 14,328,391 | $61.9M | 3.49% |
| 11 | CHINDATA GROUP HLDGS LTD | 16955F107 | 6,076,176 | $48.4M | 2.73% |
| 12 | OPENDOOR TECHNOLOGIES INC | OPENZ | 32,436,371 | $37.6M | 2.12% |
| 13 | AEVA TECHNOLOGIES INC | AEVA | 27,101,533 | $36.9M | 2.08% |
| 14 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,888,808 | $34.6M | 1.95% |
| 15 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 888,051 | $30.9M | 1.74% |
| 16 | TASKUS INC | TASK | 1,489,256 | $25.2M | 1.42% |
| 17 | CHEGG INC | CHGG | 911,924 | $23.0M | 1.30% |
| 18 | RENEW ENERGY GLOBAL PLC | RNWWW | 2,574,462 | $14.2M | 0.80% |