13F HOLDINGS REPORT
SYLEBRA CAPITAL LLC
Quarter ended Q4 2024 · Filed February 18, 2025 · Accession 0001085146-25-001739
Total Value
$3.63B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PAYCOM SOFTWARE INC | PAYC | 3,215,085 | $659.0M | 18.17% |
| 2 | IMPINJ INC | PI | 3,472,116 | $504.4M | 13.91% |
| 3 | ELASTIC N V | ESTC | 4,561,462 | $451.9M | 12.46% |
| 4 | PURECYCLE TECHNOLOGIES INC | PCTTW | 33,457,649 | $342.9M | 9.46% |
| 5 | RINGCENTRAL INC | RNG | 7,536,223 | $263.8M | 7.28% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 1,790,591 | $216.3M | 5.96% |
| 7 | SENTINELONE INC | S | 9,613,281 | $213.4M | 5.89% |
| 8 | FIVE9 INC | FIVN | 3,745,778 | $152.2M | 4.20% |
| 9 | FULL TRUCK ALLIANCE CO LTD | YMM | 10,693,280 | $115.7M | 3.19% |
| 10 | DESPEGAR COM CORP | G27358103 | 4,760,433 | $91.6M | 2.53% |
| 11 | XOMETRY INC | XMTR | 1,834,750 | $78.3M | 2.16% |
| 12 | PAGSEGURO DIGITAL LTD | PAGS | 12,143,691 | $76.0M | 2.10% |
| 13 | PDD HOLDINGS INC | PDD | 656,751 | $63.7M | 1.76% |
| 14 | SUNRUN INC | RUN | 6,683,162 | $61.8M | 1.70% |
| 15 | AEVA TECHNOLOGIES INC | AEVA | 10,379,304 | $49.3M | 1.36% |
| 16 | SUNNOVA ENERGY INTL INC. | 86745K104 | 12,116,510 | $41.6M | 1.15% |
| 17 | 8X8 INC NEW | 282914100 | 14,389,476 | $39.1M | 1.08% |
| 18 | KE HLDGS INC | BEKE | 1,852,970 | $34.1M | 0.94% |
| 19 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 1,245,593 | $33.5M | 0.92% |
| 20 | MINISO GROUP HLDG LTD | MSOGF | 1,356,368 | $32.4M | 0.89% |
| 21 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,937,022 | $28.0M | 0.77% |
| 22 | NU HLDGS LTD | NU | 2,354,183 | $24.4M | 0.67% |
| 23 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 331,666 | $21.3M | 0.59% |
| 24 | SEA LTD | SE | 198,973 | $21.1M | 0.58% |
| 25 | FLUTTER ENTMT PLC | G3643J108 | 21,964 | $5.7M | 0.16% |
| 26 | OPENDOOR TECHNOLOGIES INC | OPENZ | 2,804,649 | $4.5M | 0.12% |