Institutional Manager · CIK 0001627436
Sylebra Capital Ltd
HONG KONG, K3 · File #028-16531
Latest AUM
$1.88B
Positions
20
Top-10 Concentration
83.8%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | ELASTIC N V | N14506104 | +3,924,450 | +$318.8M | $0 |
| NEW | RINGCENTRAL INC | 76680R206 | +8,183,003 | +$242.5M | $0 |
| NEW | ADVANCED MICRO DEVICES INC | 007903107 | +2,213,249 | +$227.6M | $0 |
| NEW | IMPINJ INC | 453204109 | +3,948,566 | +$217.3M | $0 |
| NEW | PURECYCLE TECHNOLOGIES INC | 74623V103 | +29,193,256 | +$163.8M | $0 |
| NEW | FIVE9 INC | 338307101 | +2,013,488 | +$129.5M | $0 |
| NEW | PAGSEGURO DIGITAL LTD | G68707101 | +9,294,825 | +$80.0M | $0 |
| NEW | OPENDOOR TECHNOLOGIES INC | 683712103 | +26,059,261 | +$68.8M | $0 |
| NEW | SENTINELONE INC | 81730H109 | +3,854,156 | +$65.0M | $0 |
| NEW | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | +1,091,965 | +$63.9M | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202320 pos · $1.88B
Top 20 Holdings — Dec 2023
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ELASTIC N V | N14506104 | 3,924,450 | $318.8M | 16.94% |
| 2 | RINGCENTRAL INC | 76680R206 | 8,183,003 | $242.5M | 12.88% |
| 3 | ADVANCED MICRO DEVICES INC | 007903107 | 2,213,249 | $227.6M | 12.09% |
| 4 | IMPINJ INC | 453204109 | 3,948,566 | $217.3M | 11.55% |
| 5 | PURECYCLE TECHNOLOGIES INC | 74623V103 | 29,193,256 | $163.8M | 8.70% |
| 6 | FIVE9 INC | 338307101 | 2,013,488 | $129.5M | 6.88% |
| 7 | PAGSEGURO DIGITAL LTD | G68707101 | 9,294,825 | $80.0M | 4.25% |
| 8 | OPENDOOR TECHNOLOGIES INC | 683712103 | 26,059,261 | $68.8M | 3.66% |
| 9 | SENTINELONE INC | 81730H109 | 3,854,156 | $65.0M | 3.45% |
| 10 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,091,965 | $63.9M | 3.40% |
| 11 | PDD HOLDINGS INC | 722304102 | 636,721 | $62.4M | 3.32% |
| 12 | CHEGG INC | 163092109 | 6,870,589 | $61.3M | 3.26% |
| 13 | BOOKING HOLDINGS INC | 09857L108 | 14,294 | $44.1M | 2.34% |
| 14 | 8X8 INC NEW | 282914100 | 14,389,476 | $36.3M | 1.93% |
| 15 | KE HLDGS INC | 482497104 | 1,464,702 | $22.7M | 1.21% |
| 16 | ATOUR LIFESTYLE HLDGS LTD | 04965M106 | 1,170,994 | $22.1M | 1.17% |
| 17 | AEVA TECHNOLOGIES INC | 00835Q103 | 27,101,533 | $20.7M | 1.10% |
| 18 | RENEW ENERGY GLOBAL PLC | G7500M104 | 2,571,227 | $14.0M | 0.74% |
| 19 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,818,293 | $13.0M | 0.69% |
| 20 | NUVEI CORPORATION | 67079A102 | 539,665 | $8.1M | 0.43% |