Sylebra Capital LLC Portfolio Holdings by Sector

Sylebra Capital LLC

$3.63 Trillion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Communication Equipment \| Technology PI 1 stocks	$504 Million 14.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology S FIVN PAGS 3 stocks	$442 Million 12.48% of portfolio	3	-	-	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials PCT 1 stocks	$343 Million 9.69% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$216 Million 6.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Solar \| Technology RUN NOVA 2 stocks	$103 Million 2.92% of portfolio	1	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical DESP 1 stocks	$91.6 Million 2.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD SE 2 stocks	$84.8 Million 2.4% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials XMTR 1 stocks	$78.3 Million 2.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Diversified Communication Services \| Technology EGHT 1 stocks	$39.1 Million 1.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate BEKE OPEN 2 stocks	$38.6 Million 1.09% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical MNSO 1 stocks	$32.4 Million 0.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical MYTE 1 stocks	$28 Million 0.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$24.4 Million 0.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU 1 stocks	$21.3 Million 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology PAYC ESTC RNG YMM 4 stocks	$0 42.13% of portfolio	3	-	-	-	0 Calls 0 Puts

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