Sylebra Capital LLC Portfolio Holdings by Sector
Sylebra Capital LLC
- $3.02 Trillion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PAYC RNG ESTC YMM 4 stocks |
$839 Million
28.34% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
PI 1 stocks |
$692 Million
23.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
S PAGS FIVN DLO 4 stocks |
$359 Million
12.13% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
PCT 1 stocks |
$318 Million
10.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AMD 1 stocks |
$188 Million
6.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
NOVA RUN 2 stocks |
$175 Million
5.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
PDD SE 2 stocks |
$88.6 Million
2.99% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN BEKE 2 stocks |
$66.5 Million
2.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$48.6 Million
1.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
DESP 1 stocks |
$36.2 Million
1.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XMTR 1 stocks |
$33 Million
1.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
EDU CHGG 2 stocks |
$31.7 Million
1.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diversified Communication Services | Technology
EGHT 1 stocks |
$29.4 Million
0.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
MNSO 1 stocks |
$25.7 Million
0.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
MYTE 1 stocks |
$14.8 Million
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
DQ 1 stocks |
$14.7 Million
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|