13F HOLDINGS REPORT
SYLEBRA CAPITAL LLC
Quarter ended Q1 2024 · Filed May 16, 2024 · Accession 0001085146-24-002651
Total Value
$3.01B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IMPINJ INC | PI | 4,197,352 | $539.0M | 17.91% |
| 2 | ELASTIC N V | ESTC | 3,544,012 | $355.3M | 11.80% |
| 3 | RINGCENTRAL INC | RNG | 7,536,223 | $261.8M | 8.70% |
| 4 | PAYCOM SOFTWARE INC | PAYC | 1,272,278 | $253.2M | 8.41% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 1,208,929 | $218.2M | 7.25% |
| 6 | PURECYCLE TECHNOLOGIES INC | PCTTW | 29,193,256 | $181.6M | 6.03% |
| 7 | FIVE9 INC | FIVN | 2,347,108 | $145.8M | 4.84% |
| 8 | SENTINELONE INC | S | 6,122,877 | $142.7M | 4.74% |
| 9 | PAGSEGURO DIGITAL LTD | PAGS | 9,593,685 | $137.0M | 4.55% |
| 10 | SEA LTD | SE | 1,833,580 | $98.5M | 3.27% |
| 11 | OPENDOOR TECHNOLOGIES INC | OPENZ | 29,672,455 | $89.9M | 2.99% |
| 12 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 718,278 | $62.4M | 2.07% |
| 13 | NU HLDGS LTD | NU | 5,054,959 | $60.3M | 2.00% |
| 14 | NUVEI CORPORATION | NU | 1,890,121 | $59.8M | 1.99% |
| 15 | CHEGG INC | CHGG | 7,567,260 | $57.3M | 1.90% |
| 16 | PDD HOLDINGS INC | PDD | 353,202 | $41.1M | 1.36% |
| 17 | AEVA TECHNOLOGIES INC | AEVA | 10,379,304 | $40.8M | 1.36% |
| 18 | 8X8 INC NEW | 282914100 | 14,389,476 | $38.9M | 1.29% |
| 19 | FULL TRUCK ALLIANCE CO LTD | YMM | 5,072,462 | $36.9M | 1.23% |
| 20 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 1,511,061 | $27.1M | 0.90% |
| 21 | BOOKING HOLDINGS INC | BKNG | 7,207 | $26.1M | 0.87% |
| 22 | PROSHARES TR | 74347G440 | 773,865 | $25.0M | 0.83% |
| 23 | KE HLDGS INC | BEKE | 1,507,462 | $20.7M | 0.69% |
| 24 | DESPEGAR COM CORP | G27358103 | 1,694,451 | $20.3M | 0.67% |
| 25 | MINISO GROUP HLDG LTD | MSOGF | 932,629 | $19.1M | 0.64% |
| 26 | RENEW ENERGY GLOBAL PLC | RNWWW | 2,446,153 | $14.7M | 0.49% |
| 27 | DAQO NEW ENERGY CORP | DQ | 462,712 | $13.0M | 0.43% |
| 28 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,895,398 | $12.4M | 0.41% |
| 29 | XOMETRY INC | XMTR | 644,262 | $10.9M | 0.36% |