13F HOLDINGS REPORT
Sylebra Capital Ltd
Quarter ended Q3 2023 · Filed August 15, 2023 · Accession 0001085146-23-003457
Total Value
$2.44B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PURECYCLE TECHNOLOGIES INC | PCTTW | 29,193,256 | $312.1M | 12.80% |
| 2 | ELASTIC N V | ESTC | 4,590,610 | $294.3M | 12.08% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 2,530,641 | $288.3M | 11.83% |
| 4 | RINGCENTRAL INC | RNG | 8,163,680 | $267.2M | 10.96% |
| 5 | IMPINJ INC | PI | 2,848,085 | $255.3M | 10.48% |
| 6 | FIVE9 INC | FIVN | 2,555,808 | $210.7M | 8.65% |
| 7 | OPENDOOR TECHNOLOGIES INC | OPENZ | 32,735,110 | $131.6M | 5.40% |
| 8 | SENTINELONE INC | S | 8,121,893 | $122.6M | 5.03% |
| 9 | PAGSEGURO DIGITAL LTD | PAGS | 11,548,654 | $109.0M | 4.47% |
| 10 | CHEGG INC | CHGG | 8,967,899 | $79.6M | 3.27% |
| 11 | BOOKING HOLDINGS INC | BKNG | 28,222 | $76.2M | 3.13% |
| 12 | 8X8 INC NEW | 282914100 | 14,389,476 | $60.9M | 2.50% |
| 13 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,291,604 | $51.0M | 2.09% |
| 14 | PDD HOLDINGS INC | PDD | 633,705 | $43.8M | 1.80% |
| 15 | AEVA TECHNOLOGIES INC | AEVA | 27,101,533 | $33.9M | 1.39% |
| 16 | CHINDATA GROUP HLDGS LTD | 16955F107 | 3,419,594 | $24.5M | 1.00% |
| 17 | KE HLDGS INC | BEKE | 1,454,672 | $21.6M | 0.89% |
| 18 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 1,168,185 | $19.0M | 0.78% |
| 19 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,793,507 | $15.2M | 0.62% |
| 20 | RENEW ENERGY GLOBAL PLC | RNWWW | 2,556,381 | $14.0M | 0.57% |
| 21 | SHIFT4 PMTS INC | 82452J109 | 55,384 | $3.8M | 0.15% |
| 22 | TASKUS INC | TASK | 246,228 | $2.8M | 0.11% |