Latest Sylebra Capital Ltd Stock Portfolio
$1.88Billion
About Sylebra Capital Ltd and 13F Hedge Fund Stock Holdings
Sylebra Capital Ltd is a hedge fund based in Hong Kong. On 2023-11-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sylebra Capital Ltd reported an equity portfolio of $1.9 Billions as of 30 Sep, 2023. <br><br> The top stock holdings of Sylebra Capital Ltd are ESTC, RNG, AMD. The fund has invested 16.9% of it's portfolio in ELASTIC N V and 12.9% of portfolio in RINGCENTRAL INC. <br><br> The fund managers got completely rid off CHINDATA GROUP HLDGS LTD, SHIFT4 PMTS INC (FOUR) and TASKUS INC (TASK) stocks. They significantly reduced their stock positions in SENTINELONE INC (S), BOOKING HOLDINGS INC (BKNG) and CHEGG INC (CHGG). Sylebra Capital Ltd opened new stock positions in NUVEI CORPORATION. The fund showed a lot of confidence in some stocks as they added substantially to IMPINJ INC (PI), KE HLDGS INC and RINGCENTRAL INC (RNG).
Sylebra Capital Ltd Equity Portfolio Value
Last Reported on: 15 Nov, 2023
$1.88Billion
as of Nov 15, 2023New Buys
| Ticker | $ Bought |
|---|---|
| nuvei corporation | 8,094,980 |
New stocks bought by Sylebra Capital Ltd
Additions
| Ticker | % Inc. |
|---|---|
| impinj inc | 38.64 |
| ke hldgs inc | 0.69 |
| myt netherlands parent b v | 0.65 |
| renew energy global plc | 0.58 |
| pdd holdings inc | 0.48 |
| ringcentral inc | 0.24 |
| atour lifestyle hldgs ltd | 0.24 |
Additions to existing portfolio by Sylebra Capital Ltd
Reductions
| Ticker | % Reduced |
|---|---|
| sentinelone inc | -52.55 |
| booking holdings inc | -49.35 |
| chegg inc | -23.39 |
| five9 inc | -21.22 |
| opendoor technologies inc | -20.39 |
| pagseguro digital ltd | -19.52 |
| new oriental ed & technology | -15.46 |
| elastic n v | -14.51 |
Sylebra Capital Ltd reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| chindata group hldgs ltd | -24,484,300 |
| taskus inc | -2,787,300 |
| shift4 pmts inc | -3,761,130 |
Sylebra Capital Ltd got rid off the above stocks
Sylebra Capital Ltd Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Sylebra Capital Ltd
$1.88BTotal Value
23.00Positions
15 Nov, 2023Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Aeva Technologies Inc Sylebra Capital Ltd's holding in Aeva Technologies Inc over time | 1.1% | 27,101,500 | $20.73M 1.1% | 0%unchanged 0 percentunchanged | |
 Advanced Micro Devices Inc Sylebra Capital Ltd's holding in Advanced Micro Devices Inc over time | 12.09% | 2,213,250 | $227.57M 12.09% | 12.54%decreased 12.54 percentreduced | |
 Booking Holdings Inc Sylebra Capital Ltd's holding in Booking Holdings Inc over time | 2.34% | 14,294 | $44.08M 2.34% | 49.35%decreased 49.35 percentreduced | |
| 3.26% | 6,870,590 | $61.29M 3.26% | 23.39%decreased 23.39 percentreduced | ||
 8x8 Inc New 8x8 Inc NewEGHT Sylebra Capital Ltd's holding in 8x8 Inc New over time | 1.93% | 14,389,500 | $36.26M 1.93% | 0%unchanged 0 percentunchanged | |
 Elastic N V Elastic N VESTC Sylebra Capital Ltd's holding in Elastic N V over time | 16.94% | 3,924,450 | $318.82M 16.94% | 14.51%decreased 14.51 percentreduced | |
| 6.88% | 2,013,490 | $129.47M 6.88% | 21.22%decreased 21.22 percentreduced | ||
 Shift4 Pmts Inc Shift4 Pmts IncFOUR Sylebra Capital Ltd's holding in Shift4 Pmts Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Opendoor Technologies Inc Sylebra Capital Ltd's holding in Opendoor Technologies Inc over time | 3.66% | 26,059,300 | $68.80M 3.66% | 20.39%decreased 20.39 percentreduced | |
 Purecycle Technologies Inc Sylebra Capital Ltd's holding in Purecycle Technologies Inc over time | 8.7% | 29,193,300 | $163.77M 8.7% | 0%unchanged 0 percentunchanged | |
 Impinj Inc Sylebra Capital Ltd's holding in Impinj Inc over time | 11.55% | 3,948,570 | $217.29M 11.55% | 38.64%increased 38.64 percentadded | |
 Ringcentral Inc Sylebra Capital Ltd's holding in Ringcentral Inc over time | 12.88% | 8,183,000 | $242.46M 12.88% | 0.24%increased 0.24 percentadded | |
 Sentinelone Inc Sylebra Capital Ltd's holding in Sentinelone Inc over time | 3.45% | 3,854,160 | $64.98M 3.45% | 52.55%decreased 52.55 percentreduced | |
 Taskus Inc Taskus IncTASK Sylebra Capital Ltd's holding in Taskus Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
Com Cl A Pagseguro Digital LtdPagseguro Digital Ltd | 4.25% | 9,294,820 | $80.03M 4.25% | 19.52%decreased 19.52 percentreduced | |
Spon Adr New Oriental Ed & TechnologyNew Oriental Ed & Technology | 3.4% | 1,091,960 | $63.93M 3.4% | 15.46%decreased 15.46 percentreduced | |
Sponsored Ads Pdd Holdings IncPdd Holdings Inc | 3.32% | 636,721 | $62.44M 3.32% | 0.48%increased 0.48 percentadded | |
Sponsored Ads Ke Hldgs IncKe Hldgs Inc | 1.21% | 1,464,700 | $22.73M 1.21% | 0.69%increased 0.69 percentadded | |
Sponsored Ads Atour Lifestyle Hldgs LtdAtour Lifestyle Hldgs Ltd | 1.17% | 1,170,990 | $22.07M 1.17% | 0.24%increased 0.24 percentadded | |
Cl A Shs Renew Energy Global PlcRenew Energy Global Plc | 0.74% | 2,571,230 | $13.96M 0.74% | 0.58%increased 0.58 percentadded | |
