Sylebra Capital LLC Portfolio Holdings by Sector

Sylebra Capital LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology PAYC ESTC RNG YMM 4 stocks	$748 Million 40.91% of portfolio	-	4	-	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials PCT 1 stocks	$467 Million 25.53% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology PI 1 stocks	$236 Million 12.93% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology S FIVN PAGS 3 stocks	$186 Million 10.15% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials XMTR 1 stocks	$69.7 Million 3.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$48.8 Million 2.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical MYTE 1 stocks	$29.3 Million 1.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Diversified Communication Services \| Technology EGHT 1 stocks	$27 Million 1.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE PDD 2 stocks	$16.8 Million 0.92% of portfolio	-	2	-	-	0 Calls 0 Puts

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