SC

SYLEBRA CAPITAL LLC

13F
SYLEBRA CAPITAL LLC
Last update 2024-09-16 30 Stocks (4 new)
Value $2.70 Bil Turnover 13 %
Countries:
Top Holdings: PI(18.59%)ESTC(13.91%)PAYC(10.38%)RNG(7.88%)PCT(6.41%)
Portfolio Report
Summary Stock Picks Current Portfolio
SYLEBRA CAPITAL LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PI 		Impinj Inc
3,197,352
501248.870
-23.82%
18.590
-4.27%
11.370
+37.75%
+147.13%
6240.772
Hardware
ESTC 		Elastic NV
3,293,576
375171.240
-7.07%
13.910
-0.83%
3.240
-33.39%
-30.62%
8051.139
Software
PAYC 		Paycom Software Inc
1,957,468
279996.220
+53.86%
10.380
+3.63%
3.410
-0.13%
-19.74%
9495.878
Software
RNG 		RingCentral Inc
7,536,223
212521.490
0%
7.880
0%
8.210
+3.11%
-1.27%
3096.171
Software
PCT 		PureCycle Technologies Inc
29,193,256
172824.080
0%
6.410
0%
17.700
+54.53%
+173.58%
1917.934
Industrial Products
S 		SentinelOne Inc
6,765,974
142423.750
+10.50%
5.280
+0.50%
2.160
+2.70%
-8.56%
8028.948
Software
FIVN 		Five9 Inc
3,013,789
132908.100
+28.40%
4.930
+1.09%
4.030
-33.22%
-62.17%
2234.610
Software
PAGS 		PagSeguro Digital Ltd
8,710,296
101823.360
-9.21%
3.780
-0.42%
2.730
-37.85%
-32.52%
2710.491
Software
AMD 		Advanced Micro Devices Inc
573,444
93018.350
-52.57%
3.450
-3.81%
0.040
-1.23%
+3.19%
246802.296
Semiconductors
CVNA 		Carvana Co
525,839
67686.000
New Holding
2.510
+2.51%
0.420
+53.38%
+274.06%
24562.986
Vehicles & Parts

SYLEBRA CAPITAL LLC's Historical Top Holdings Breakdowns

SYLEBRA CAPITAL LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PI 		Impinj Inc2024-06-30Reduce
-4.27%
●
116.32 ($148.62) 174.87
$221.97
49.35%
Reduce -23.82%
3,197,352
-1,000,000
AMD 		Advanced Micro Devices Inc2024-06-30Reduce
-3.81%
●
144.27 ($160.87) 183.34
$152.49
-5.21%
Reduce -52.57%
573,444
-635,485
PAYC 		Paycom Software Inc2024-06-30Add
+3.63%
●
140.99 ($171.46) 207.82
$165.34
-3.57%
Add 53.86%
1,957,468
685,190
CVNA 		Carvana Co2024-06-30New Buy
+2.51%
●
69.16 ($100.64) 132.88
$198.37
97.11%
New holding
525,839
525,839
SE 		Sea Ltd2024-06-30Reduce
-2.34%
●
52.72 ($66.08) 76.28
$98.52
49.09%
Reduce -71.49%
522,777
-1,310,803
NVEI 		Nuvei Corp2024-06-30Sold Out
-1.99%
●
31.95 ($32.2) 32.48
$33.55
4.18%
Sold Out
0
-1,890,121
RUN 		Sunrun Inc2024-06-30New Buy
+1.31%
●
9.71 ($12.25) 14.9
$13.80
12.65%
New holding
2,983,757
2,983,757
NOVA 		Sunnova Energy International Inc2024-06-30New Buy
+1.14%
●
3.53 ($4.75) 6.51
$5.03
5.79%
New holding
5,516,649
5,516,649
FIVN 		Five9 Inc2024-06-30Add
+1.09%
●
39.54 ($51.96) 61.93
$29.90
-42.46%
Add 28.4%
3,013,789
666,681
YMM 		Full Truck Alliance Co Ltd2024-06-30Add
+0.88%
●
7.39 ($8.5) 9.42
$9.00
5.94%
Add 57.95%
8,011,918
2,939,456

SYLEBRA CAPITAL LLC Total Holding History ($B)

To

SYLEBRA CAPITAL LLC's Asset Allocation

To

SYLEBRA CAPITAL LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SYLEBRA CAPITAL LLC's Hypothetical Growth since 2024-06-30

SYLEBRA CAPITAL LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SYLEBRA CAPITAL LLC's Holdings Heat Map

Size field:

SYLEBRA CAPITAL LLC's Holdings Bubble Chart

SYLEBRA CAPITAL LLC News

  • 1

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