Sylebra Capital LLC Portfolio Holdings

Sylebra Capital LLC

  • $3.01 Trillion
  • Q1 2024

Sylebra Capital LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.01 Trillion distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Impinj Inc with a value of $539B, Elastic N.V. with a value of $355B, Ring Central, Inc. with a value of $262B, Paycom Software, Inc. with a value of $253B, and Advanced Micro Devices Inc with a value of $218B.

Examining the 13F form we can see an increase of $370B in the current position value, from $2.64T to 3.01T.

Sylebra Capital LLC is based out at Palo Alto, CA

Below you can find more details about Sylebra Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.01 Trillion
Technology: $2.2 Trillion
Consumer Cyclical: $217 Billion
Industrials: $192 Billion
Consumer Defensive: $120 Billion
Real Estate: $111 Billion
Financial Services: $60.3 Billion
ETFs: $25 Billion
Utilities: $14.7 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.24B
$539 Billion 17.91% of portfolio
4,197,352
Q4 2023 Added 6.3%
$9.89B
$355 Billion 11.8% of portfolio
3,544,012
Q1 2024 Reduced 12.1%
$2.92B
$262 Billion 8.7% of portfolio
7,536,223
Q1 2024 Reduced 7.9%
$8.72B
$253 Billion 8.41% of portfolio
1,272,278
Q1 2024 New
$269B
$218 Billion 7.25% of portfolio
1,208,929
Q1 2024 Reduced 22.56%
$849M
$182 Billion 6.03% of portfolio
29,193,256
Q3 2023 New
$3.28B
$146 Billion 4.84% of portfolio
2,347,108
Q1 2024 Added 1.5%
$3.46B
$143 Billion 4.74% of portfolio
6,122,877
Q1 2024 Added 15.87%
$4.04B
$137 Billion 4.55% of portfolio
9,593,685
Q1 2024 Added 0.68%
$37.9B
$98.5 Billion 3.27% of portfolio
1,833,580
Q1 2024 Added 22.4%
$1.37B
$89.9 Billion 2.99% of portfolio
29,672,455
Q1 2024 Added 13.02%
$13.6B
$62.4 Billion 2.07% of portfolio
718,278
Q1 2024 Reduced 14.87%
$42.3B
$60.3 Billion 2.0% of portfolio
5,054,959
Q1 2024 Added 7.32%
$2.1B
$59.8 Billion 1.99% of portfolio
1,890,121
Q1 2024 Reduced 8.26%
$484M
$57.3 Billion 1.9% of portfolio
7,567,260
Q1 2024 Reduced 19.59%
$189B
$41.1 Billion 1.36% of portfolio
353,202
Q1 2024 Reduced 21.68%
$298M
$38.9 Billion 1.29% of portfolio
14,389,476
Q3 2023 New
$9.8B
$36.9 Billion 1.23% of portfolio
5,072,462
Q1 2024 New
-
$27.1 Billion 0.9% of portfolio
-
Q1 2024 Added 0.79%
$150B
$26.1 Billion 0.87% of portfolio
7,207
Q1 2024 Reduced 44.48%
$0
$25 Billion 0.83% of portfolio
773,865
Q1 2024 New
$21.3B
$20.7 Billion 0.69% of portfolio
1,507,462
Q1 2024 Added 0.8%
$1B
$20.3 Billion 0.67% of portfolio
1,694,451
Q1 2024 Added 236.21%
$7.12B
$19.1 Billion 0.64% of portfolio
932,629
Q1 2024 New
$1.68B
$14.7 Billion 0.49% of portfolio
2,446,153
Q1 2024 Reduced 6.29%
$1.69B
$13 Billion 0.43% of portfolio
462,712
Q1 2024 New
$455M
$12.4 Billion 0.41% of portfolio
3,895,398
Q1 2024 Added 1.09%
$684M
$10.9 Billion 0.36% of portfolio
644,262
Q1 2024 Added 1,005.25%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $3.01 Trillion
  • Prior Value $2.64 Trillion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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