Latest SYLEBRA CAPITAL LLC Stock Portfolio
$2.64Billion
Equity Portfolio Value
Last Reported on: 15 Feb, 2024
About SYLEBRA CAPITAL LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SYLEBRA CAPITAL LLC reported an equity portfolio of $1.9 Billions as of 30 Sep, 2023.
The top stock holdings of SYLEBRA CAPITAL LLC 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.
SYLEBRA CAPITAL LLC opened new stock positions in ELASTIC N V (ESTC), RINGCENTRAL INC (RNG) and ADVANCED MICRO DEVICES INC (AMD).
The top stock holdings of SYLEBRA CAPITAL LLC 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.
SYLEBRA CAPITAL LLC opened new stock positions in ELASTIC N V (ESTC), RINGCENTRAL INC (RNG) and ADVANCED MICRO DEVICES INC (AMD).
New Buys
| Ticker | $ Bought |
|---|---|
| SEA LTD | 60,668,700 |
| NU HLDGS LTD | 39,234,100 |
| DESPEGAR COM CORP | 4,767,730 |
| XOMETRY INC | 2,093,230 |
New stocks bought by SYLEBRA CAPITAL LLC
Additions
| Ticker | % Inc. |
|---|---|
| NUVEI CORPORATION | 281 |
| AEVA TECHNOLOGIES INC | 91.49 |
| SENTINELONE INC | 37.1 |
| CHEGG INC | 36.97 |
| ATOUR LIFESTYLE HLDGS LTD | 28.03 |
| FIVE9 INC | 14.85 |
| IMPINJ INC | 6.3 |
| ELASTIC N V | 2.73 |
Additions to existing portfolio by SYLEBRA CAPITAL LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ADVANCED MICRO DEVICES INC | -29.46 |
| PDD HOLDINGS INC | -29.17 |
| NEW ORIENTAL ED & TECHNOLOGY | -22.73 |
| BOOKING HOLDINGS INC | -9.19 |
SYLEBRA CAPITAL LLC reduced stake in above stock
Sold off
Current Stock Holdings of SYLEBRA CAPITAL LLC
Last Reported on: 15 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AEVA | AEVA TECHNOLOGIES INC | 1.49 | 51,896,600 | 39,322,000 | ADDED | 91.49 | |
| AMD | ADVANCED MICRO DEVICES INC | 8.72 | 1,561,150 | 230,129,000 | REDUCED | -29.46 | |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 0.99 | 1,499,280 | 26,027,500 | ADDED | 28.03 | |
| BEKE | KE HLDGS INC | 0.92 | 1,495,500 | 24,242,100 | ADDED | 2.1 | |
| BKNG | BOOKING HOLDINGS INC | 1.74 | 12,980 | 46,042,900 | REDUCED | -9.19 | |
| CHGG | CHEGG INC | 4.05 | 9,410,830 | 106,907,000 | ADDED | 36.97 | |
| DESP | DESPEGAR COM CORP | 0.18 | 503,988 | 4,767,730 | NEW | ||
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 2.34 | 843,739 | 61,829,200 | REDUCED | -22.73 | |
| EGHT | 8X8 INC NEW | 2.06 | 14,389,500 | 54,392,200 | UNCHANGED | 0.00 | |
| ESTC | ELASTIC N V | 17.21 | 4,031,720 | 454,375,000 | ADDED | 2.73 | |
| FIVN | FIVE9 INC | 6.89 | 2,312,430 | 181,965,000 | ADDED | 14.85 | |
| MYTE | MYT NETHERLANDS PARENT B V | 0.47 | 3,853,480 | 12,292,600 | ADDED | 0.92 | |
| NU | NU HLDGS LTD | 1.49 | 4,709,980 | 39,234,100 | NEW | ||
| NVEI | NUVEI CORPORATION | 2.05 | 2,060,390 | 54,105,700 | ADDED | 281 | |
| OPEN | OPENDOOR TECHNOLOGIES INC | 4.46 | 26,253,500 | 117,616,000 | ADDED | 0.75 | |
| PAGS | PAGSEGURO DIGITAL LTD | 4.50 | 9,529,010 | 118,827,000 | ADDED | 2.52 | |
| PCT | PURECYCLE TECHNOLOGIES INC | 4.48 | 29,193,300 | 118,233,000 | UNCHANGED | 0.00 | |
| PDD | PDD HOLDINGS INC | 2.50 | 450,963 | 65,980,400 | REDUCED | -29.17 | |
| PI | IMPINJ INC | 14.31 | 4,197,350 | 377,888,000 | ADDED | 6.3 | |
| RNG | RINGCENTRAL INC | 10.52 | 8,183,000 | 277,813,000 | UNCHANGED | 0.00 | |
| RNW | RENEW ENERGY GLOBAL PLC | 0.76 | 2,610,340 | 19,995,200 | ADDED | 1.52 | |
| S | SENTINELONE INC | 5.49 | 5,284,060 | 144,995,000 | ADDED | 37.1 | |
| SE | SEA LTD | 2.30 | 1,497,990 | 60,668,700 | NEW | ||
| XMTR | XOMETRY INC | 0.08 | 58,291 | 2,093,230 | NEW |