Sylebra Capital LLC Portfolio Holdings

Sylebra Capital LLC

  • $3.02 Trillion
  • Q3 2024

Sylebra Capital LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.02 Trillion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Impinj Inc with a value of $692B, Paycom Software, Inc. with a value of $327B, Pure Cycle Technologies, Inc. with a value of $318B, Ring Central, Inc. with a value of $238B, and Sentinel One, Inc. with a value of $216B.

Examining the 13F form we can see an increase of $327B in the current position value, from $2.7T to 3.02T.

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 $3.02 Trillion
Technology: $2.3 Trillion
Industrials: $351 Billion
Consumer Cyclical: $165 Billion
Real Estate: $66.5 Billion
Financial Services: $48.6 Billion
Consumer Defensive: $31.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.88B
$692 Billion 22.89% of portfolio
3,197,352
Q2 2024 Reduced 23.82%
$12.4B
$327 Billion 10.81% of portfolio
1,962,468
Q3 2024 Added 0.26%
$1.77B
$318 Billion 10.51% of portfolio
33,457,649
Q3 2024 Added 14.61%
$3.2B
$238 Billion 7.88% of portfolio
7,536,223
Q1 2024 Reduced 7.9%
$4.62B
$216 Billion 7.16% of portfolio
9,048,954
Q3 2024 Added 33.74%
$9.85B
$215 Billion 7.12% of portfolio
2,804,620
Q3 2024 Reduced 14.85%
$192B
$188 Billion 6.22% of portfolio
1,146,888
Q3 2024 Added 100.0%
$425M
$121 Billion 4.01% of portfolio
12,443,048
Q3 2024 Added 125.55%
$2.11B
$68.3 Billion 2.26% of portfolio
7,935,499
Q3 2024 Reduced 8.9%
$2.99B
$67.5 Billion 2.23% of portfolio
2,349,282
Q3 2024 Reduced 22.05%
$126B
$66.3 Billion 2.19% of portfolio
492,166
Q3 2024 Added 207.69%
$12.5B
$58.6 Billion 1.94% of portfolio
6,509,215
Q3 2024 Reduced 18.76%
$2.09B
$53.9 Billion 1.78% of portfolio
2,983,757
Q2 2024 New
$37B
$48.6 Billion 1.61% of portfolio
3,563,651
Q2 2024 Reduced 29.5%
$1.06B
$41.6 Billion 1.38% of portfolio
20,814,314
Q3 2024 Reduced 23.92%
$970M
$36.2 Billion 1.2% of portfolio
2,923,275
Q2 2024 Added 72.52%
$1.86B
$33 Billion 1.09% of portfolio
1,796,867
Q3 2024 Added 19.1%
$297M
$29.4 Billion 0.97% of portfolio
14,389,476
Q3 2023 New
-
$28.8 Billion 0.95% of portfolio
-
Q3 2024 Reduced 26.43%
$10.4B
$27.8 Billion 0.92% of portfolio
366,845
Q3 2024 Reduced 48.43%
$7.39B
$25.7 Billion 0.85% of portfolio
1,467,035
Q3 2024 Reduced 19.88%
$23B
$24.8 Billion 0.82% of portfolio
1,247,713
Q3 2024 Reduced 0.52%
$62.2B
$22.3 Billion 0.74% of portfolio
236,048
Q3 2024 Reduced 54.85%
$600M
$14.8 Billion 0.49% of portfolio
3,895,398
Q1 2024 Added 1.09%
$1.31B
$14.7 Billion 0.48% of portfolio
719,941
Q3 2024 Reduced 23.71%
$1.86B
$7.04 Billion 0.23% of portfolio
880,283
Q3 2024 Reduced 47.5%
$224M
$3.85 Billion 0.13% of portfolio
2,175,856
Q3 2024 Reduced 60.03%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $3.02 Trillion
  • Prior Value $2.7 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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