13F HOLDINGS REPORT
SYLEBRA CAPITAL LLC
Quarter ended Q4 2023 · Filed December 8, 2023 · Accession 0001085146-23-004568
Total Value
$1.88B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELASTIC N V | ESTC | 3,924,450 | $318.8M | 16.94% |
| 2 | RINGCENTRAL INC | RNG | 8,183,003 | $242.5M | 12.88% |
| 3 | ADVANCED MICRO DEVICES INC | AMD | 2,213,249 | $227.6M | 12.09% |
| 4 | IMPINJ INC | PI | 3,948,566 | $217.3M | 11.55% |
| 5 | PURECYCLE TECHNOLOGIES INC | PCTTW | 29,193,256 | $163.8M | 8.70% |
| 6 | FIVE9 INC | FIVN | 2,013,488 | $129.5M | 6.88% |
| 7 | PAGSEGURO DIGITAL LTD | PAGS | 9,294,825 | $80.0M | 4.25% |
| 8 | OPENDOOR TECHNOLOGIES INC | OPENZ | 26,059,261 | $68.8M | 3.66% |
| 9 | SENTINELONE INC | S | 3,854,156 | $65.0M | 3.45% |
| 10 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,091,965 | $63.9M | 3.40% |
| 11 | PDD HOLDINGS INC | PDD | 636,721 | $62.4M | 3.32% |
| 12 | CHEGG INC | CHGG | 6,870,589 | $61.3M | 3.26% |
| 13 | BOOKING HOLDINGS INC | BKNG | 14,294 | $44.1M | 2.34% |
| 14 | 8X8 INC NEW | 282914100 | 14,389,476 | $36.3M | 1.93% |
| 15 | KE HLDGS INC | BEKE | 1,464,702 | $22.7M | 1.21% |
| 16 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 1,170,994 | $22.1M | 1.17% |
| 17 | AEVA TECHNOLOGIES INC | AEVA | 27,101,533 | $20.7M | 1.10% |
| 18 | RENEW ENERGY GLOBAL PLC | RNWWW | 2,571,227 | $14.0M | 0.74% |
| 19 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,818,293 | $13.0M | 0.69% |
| 20 | NUVEI CORPORATION | NU | 539,665 | $8.1M | 0.43% |