Sylebra Capital LTD Portfolio Holdings by Sector

Sylebra Capital LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology ESTC RNG 2 stocks	$561,284 30.18% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology FIVN PAGS S NVEI 4 stocks	$282,570 15.2% of portfolio	1	3	1	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$227,566 12.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology PI 1 stocks	$217,289 11.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials PCT 1 stocks	$163,774 8.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU CHGG 2 stocks	$125,219 6.73% of portfolio	-	2	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate OPEN BEKE 2 stocks	$91,528 4.92% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD 1 stocks	$62,443 3.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$44,081 2.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Diversified Communication Services \| Technology EGHT 1 stocks	$36,261 1.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical AEVA 1 stocks	$20,597 1.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities RNW 1 stocks	$13,961 0.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical MYTE 1 stocks	$12,982 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts

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