13F HOLDINGS REPORT
Sylebra Capital Ltd
Quarter ended Q2 2023 · Filed May 16, 2023 · Accession 0001085146-23-002459
Total Value
$2.25B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IMPINJ INC | PI | 2,848,085 | $386.0M | 17.18% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 3,070,122 | $300.9M | 13.39% |
| 3 | ELASTIC N V | ESTC | 4,712,076 | $272.8M | 12.14% |
| 4 | PURECYCLE TECHNOLOGIES INC | PCTTW | 29,193,256 | $204.4M | 9.10% |
| 5 | FIVE9 INC | FIVN | 2,576,950 | $186.3M | 8.29% |
| 6 | SENTINELONE INC | S | 10,499,060 | $171.8M | 7.65% |
| 7 | BOOKING HOLDINGS INC | BKNG | 50,506 | $134.0M | 5.96% |
| 8 | PAGSEGURO DIGITAL LTD | PAGS | 13,295,793 | $113.9M | 5.07% |
| 9 | PDD HOLDINGS INC | PDD | 909,878 | $69.1M | 3.07% |
| 10 | 8X8 INC NEW | 282914100 | 14,389,476 | $60.0M | 2.67% |
| 11 | CHEGG INC | CHGG | 3,662,649 | $59.7M | 2.66% |
| 12 | OPENDOOR TECHNOLOGIES INC | OPENZ | 33,536,666 | $59.0M | 2.63% |
| 13 | CHINDATA GROUP HLDGS LTD | 16955F107 | 6,098,506 | $42.6M | 1.90% |
| 14 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 891,469 | $34.4M | 1.53% |
| 15 | AEVA TECHNOLOGIES INC | AEVA | 27,101,533 | $32.3M | 1.44% |
| 16 | SHIFT4 PMTS INC | 82452J109 | 400,060 | $30.3M | 1.35% |
| 17 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,907,220 | $27.5M | 1.22% |
| 18 | RINGCENTRAL INC | RNG | 813,575 | $25.0M | 1.11% |
| 19 | TASKUS INC | TASK | 1,519,437 | $21.9M | 0.98% |
| 20 | RENEW ENERGY GLOBAL PLC | RNWWW | 2,653,377 | $14.9M | 0.66% |