Sylebra Capital LTD Portfolio Holdings

Sylebra Capital LTD

$1.86 Billion
Q3 2023

Sylebra Capital LTD has filed its 13F form on November 14, 2023 for Q3 2023 where it was disclosed a total value porftolio of $1.86 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Elastic N.V. with a value of $319M, Ring Central, Inc. with a value of $242M, Advanced Micro Devices Inc with a value of $228M, Impinj Inc with a value of $217M, and Pure Cycle Technologies, Inc. with a value of $164M.

Examining the 13F form we can see an decrease of $559M in the current position value, from $2.42B to 1.86B.

Sylebra Capital LTD is based out at Hong Kong, K3

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

Portfolio value $1.86 Billion

Technology: $1.32 Billion

Industrials: $164 Million

Consumer Cyclical: $140 Million

Consumer Defensive: $125 Million

Real Estate: $91.5 Million

Utilities: $14 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ESTC Elastic N.V. Technology	$8.42B	$319 Million 17.15% of portfolio	3,924,450	Q3 2023 Reduced 14.51%
RNG Ring Central, Inc. Technology	$2.99B	$242 Million 13.04% of portfolio	8,183,003	Q3 2023 Added 0.24%
AMD Advanced Micro Devices Inc Technology	$222B	$228 Million 12.24% of portfolio	2,213,249	Q3 2023 Reduced 12.54%
PI Impinj Inc Technology	$4.82B	$217 Million 11.68% of portfolio	3,948,566	Q3 2023 Added 38.64%
PCT Pure Cycle Technologies, Inc. Industrials	$1.96B	$164 Million 8.81% of portfolio	29,193,256	Q3 2022 Added 4.17%
FIVN Five9, Inc. Technology	$2.66B	$129 Million 6.96% of portfolio	2,013,488	Q3 2023 Reduced 21.22%
PAGS Pag Seguro Digital Ltd. Technology	$2.49B	$80 Million 4.3% of portfolio	9,294,825	Q3 2023 Reduced 19.52%
OPEN Opendoor Technologies Inc. Real Estate	$1.03B	$68.8 Million 3.7% of portfolio	26,059,261	Q3 2023 Reduced 20.39%
S Sentinel One, Inc. Technology	$5.57B	$65 Million 3.49% of portfolio	3,854,156	Q3 2023 Reduced 52.55%
EDU New Oriental Education & Technology Group Inc. Consumer Defensive	$9.64B	$63.9 Million 3.44% of portfolio	1,091,965	Q3 2023 Reduced 15.46%
PDD Pinduoduo Inc. Consumer Cyclical	$147B	$62.4 Million 3.36% of portfolio	636,721	Q3 2023 Added 0.48%
CHGG Chegg, Inc Consumer Defensive	$219M	$61.3 Million 3.3% of portfolio	6,870,589	Q3 2023 Reduced 23.39%
BKNG Booking Holdings Inc. Consumer Cyclical	$199B	$44.1 Million 2.37% of portfolio	14,294	Q3 2023 Reduced 49.35%
EGHT 8 X8 Inc Technology	$310M	$36.3 Million 1.95% of portfolio	14,389,476	Q1 2023 Added 0.43%
BEKE Ke Holdings Inc. Real Estate	$25.7B	$22.7 Million 1.22% of portfolio	1,464,702	Q3 2023 Added 0.69%
AEVA Aeva Technologies, Inc. Consumer Cyclical	$752M	$20.6 Million 1.11% of portfolio	27,101,533	Q3 2022 Added 4.81%
RNW Re New Energy Global PLC Utilities	$1.54B	$14 Million 0.75% of portfolio	2,571,227	Q3 2023 Added 0.58%
MYTE Myt Netherlands Parent B.V. Consumer Cyclical	$612M	$13 Million 0.7% of portfolio	3,818,293	Q3 2023 Added 0.65%
NVEI Nuvei Corp Technology	$2.22B	$8.09 Million 0.44% of portfolio	539,665	Q3 2023 New
ATAT Atour Lifestyle Holdings LTD	-	$0 0.0% of portfolio	-	Q3 2023 Added 0.24%

Summary

Portfolio
No. of Stocks 20
Current Value $1.86 Billion
Prior Value $2.42 Billion
Filing
Period Q3 2023
Filing Date November 14, 2023
Form Type 13F-HR
Activity in Q3 2023
New Purchases 1 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 9 stocks

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Sylebra Capital LTD Portfolio Holdings