13F HOLDINGS REPORT
SYLEBRA CAPITAL LLC
Quarter ended Q3 2024 · Filed November 15, 2024 · Accession 0001085146-24-005980
Total Value
$3.02B
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IMPINJ INC | PI | 3,197,352 | $692.3M | 22.89% |
| 2 | PAYCOM SOFTWARE INC | PAYC | 1,962,468 | $326.9M | 10.81% |
| 3 | PURECYCLE TECHNOLOGIES INC | PCTTW | 33,457,649 | $317.8M | 10.51% |
| 4 | RINGCENTRAL INC | RNG | 7,536,223 | $238.4M | 7.88% |
| 5 | SENTINELONE INC | S | 9,048,954 | $216.5M | 7.16% |
| 6 | ELASTIC N V | ESTC | 2,804,620 | $215.3M | 7.12% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 1,146,888 | $188.2M | 6.22% |
| 8 | SUNNOVA ENERGY INTL INC. | 86745K104 | 12,443,048 | $121.2M | 4.01% |
| 9 | PAGSEGURO DIGITAL LTD | PAGS | 7,935,499 | $68.3M | 2.26% |
| 10 | FIVE9 INC | FIVN | 2,349,282 | $67.5M | 2.23% |
| 11 | PDD HOLDINGS INC | PDD | 492,166 | $66.3M | 2.19% |
| 12 | FULL TRUCK ALLIANCE CO LTD | YMM | 6,509,215 | $58.6M | 1.94% |
| 13 | SUNRUN INC | RUN | 2,983,757 | $53.9M | 1.78% |
| 14 | NU HLDGS LTD | NU | 3,563,651 | $48.6M | 1.61% |
| 15 | OPENDOOR TECHNOLOGIES INC | OPENZ | 20,814,314 | $41.6M | 1.38% |
| 16 | DESPEGAR COM CORP | G27358103 | 2,923,275 | $36.2M | 1.20% |
| 17 | AEVA TECHNOLOGIES INC | AEVA | 10,379,304 | $34.1M | 1.13% |
| 18 | XOMETRY INC | XMTR | 1,796,867 | $33.0M | 1.09% |
| 19 | 8X8 INC NEW | 282914100 | 14,389,476 | $29.4M | 0.97% |
| 20 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 1,111,724 | $28.8M | 0.95% |
| 21 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 366,845 | $27.8M | 0.92% |
| 22 | MINISO GROUP HLDG LTD | MSOGF | 1,467,035 | $25.7M | 0.85% |
| 23 | KE HLDGS INC | BEKE | 1,247,713 | $24.8M | 0.82% |
| 24 | SEA LTD | SE | 236,048 | $22.3M | 0.74% |
| 25 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,895,398 | $14.8M | 0.49% |
| 26 | DAQO NEW ENERGY CORP | DQ | 719,941 | $14.7M | 0.48% |
| 27 | DLOCAL LTD | DLO | 880,283 | $7.0M | 0.23% |
| 28 | CHEGG INC | CHGG | 2,175,856 | $3.9M | 0.13% |