13F HOLDINGS REPORT
SYLEBRA CAPITAL LLC
Quarter ended Q2 2024 · Filed August 15, 2024 · Accession 0001085146-24-004017
Total Value
$2.70B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IMPINJ INC | PI | 3,197,352 | $501.2M | 18.59% |
| 2 | ELASTIC N V | ESTC | 3,293,576 | $375.2M | 13.91% |
| 3 | PAYCOM SOFTWARE INC | PAYC | 1,957,468 | $280.0M | 10.38% |
| 4 | RINGCENTRAL INC | RNG | 7,536,223 | $212.5M | 7.88% |
| 5 | PURECYCLE TECHNOLOGIES INC | PCTTW | 29,193,256 | $172.8M | 6.41% |
| 6 | SENTINELONE INC | S | 6,765,974 | $142.4M | 5.28% |
| 7 | FIVE9 INC | FIVN | 3,013,789 | $132.9M | 4.93% |
| 8 | PAGSEGURO DIGITAL LTD | PAGS | 8,710,296 | $101.8M | 3.78% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 573,444 | $93.0M | 3.45% |
| 10 | CARVANA CO | CVNA | 525,839 | $67.7M | 2.51% |
| 11 | FULL TRUCK ALLIANCE CO LTD | YMM | 8,011,918 | $64.4M | 2.39% |
| 12 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 711,333 | $55.3M | 2.05% |
| 13 | OPENDOOR TECHNOLOGIES INC | OPENZ | 27,359,931 | $50.3M | 1.87% |
| 14 | NU HLDGS LTD | NU | 3,563,651 | $45.9M | 1.70% |
| 15 | DESPEGAR COM CORP | G27358103 | 2,923,275 | $38.7M | 1.43% |
| 16 | SEA LTD | SE | 522,777 | $37.3M | 1.38% |
| 17 | SUNRUN INC | RUN | 2,983,757 | $35.4M | 1.31% |
| 18 | MINISO GROUP HLDG LTD | MSOGF | 1,831,002 | $34.9M | 1.29% |
| 19 | 8X8 INC NEW | 282914100 | 14,389,476 | $31.9M | 1.18% |
| 20 | SUNNOVA ENERGY INTL INC. | 86745K104 | 5,516,649 | $30.8M | 1.14% |
| 21 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 1,511,061 | $27.7M | 1.03% |
| 22 | AEVA TECHNOLOGIES INC | AEVA | 10,379,304 | $26.2M | 0.97% |
| 23 | PDD HOLDINGS INC | PDD | 159,955 | $21.3M | 0.79% |
| 24 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,895,398 | $19.9M | 0.74% |
| 25 | KE HLDGS INC | BEKE | 1,254,188 | $17.7M | 0.66% |
| 26 | XOMETRY INC | XMTR | 1,508,716 | $17.4M | 0.65% |
| 27 | PROSHARES TR | 74347G440 | 773,865 | $17.4M | 0.65% |
| 28 | CHEGG INC | CHGG | 5,444,087 | $17.2M | 0.64% |
| 29 | DAQO NEW ENERGY CORP | DQ | 943,692 | $13.8M | 0.51% |
| 30 | DLOCAL LTD | DLO | 1,676,812 | $13.6M | 0.50% |