Latest SYLEBRA CAPITAL LLC Stock Portfolio
$3.01Billion
Equity Portfolio Value
Last Reported on: 16 May, 2024
About SYLEBRA CAPITAL LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SYLEBRA CAPITAL LLC reported an equity portfolio of $3 Billions as of 31 Mar, 2024.
The top stock holdings of SYLEBRA CAPITAL LLC are PI, ESTC, RNG. The fund has invested 17.9% of it's portfolio in IMPINJ INC and 11.8% of portfolio in ELASTIC N V.
The fund managers got completely rid off AEVA TECHNOLOGIES INC (AEVA) stocks. They significantly reduced their stock positions in BOOKING HOLDINGS INC (BKNG), ADVANCED MICRO DEVICES INC (AMD) and PDD HOLDINGS INC (PDD). SYLEBRA CAPITAL LLC opened new stock positions in PAYCOM SOFTWARE INC (PAYC), AEVA TECHNOLOGIES INC (AEVA) and FULL TRUCK ALLIANCE CO LTD (YMM). The fund showed a lot of confidence in some stocks as they added substantially to XOMETRY INC (XMTR), DESPEGAR COM CORP (DESP) and SEA LTD (SE).
The top stock holdings of SYLEBRA CAPITAL LLC are PI, ESTC, RNG. The fund has invested 17.9% of it's portfolio in IMPINJ INC and 11.8% of portfolio in ELASTIC N V.
The fund managers got completely rid off AEVA TECHNOLOGIES INC (AEVA) stocks. They significantly reduced their stock positions in BOOKING HOLDINGS INC (BKNG), ADVANCED MICRO DEVICES INC (AMD) and PDD HOLDINGS INC (PDD). SYLEBRA CAPITAL LLC opened new stock positions in PAYCOM SOFTWARE INC (PAYC), AEVA TECHNOLOGIES INC (AEVA) and FULL TRUCK ALLIANCE CO LTD (YMM). The fund showed a lot of confidence in some stocks as they added substantially to XOMETRY INC (XMTR), DESPEGAR COM CORP (DESP) and SEA LTD (SE).
New Buys
| Ticker | $ Bought |
|---|---|
| PAYCOM SOFTWARE INC | 253,196,000 |
| AEVA TECHNOLOGIES INC | 40,790,700 |
| FULL TRUCK ALLIANCE CO LTD | 36,876,800 |
| PROSHARES TR | 24,995,800 |
| MINISO GROUP HLDG LTD | 19,118,900 |
| DAQO NEW ENERGY CORP | 13,025,300 |
New stocks bought by SYLEBRA CAPITAL LLC
Additions
| Ticker | % Inc. |
|---|---|
| XOMETRY INC | 1,005 |
| DESPEGAR COM CORP | 236 |
| SEA LTD | 22.4 |
| SENTINELONE INC | 15.87 |
| OPENDOOR TECHNOLOGIES INC | 13.02 |
| NU HLDGS LTD | 7.32 |
| FIVE9 INC | 1.5 |
| MYT NETHERLANDS PARENT B V | 1.09 |
Additions to existing portfolio by SYLEBRA CAPITAL LLC
Reductions
| Ticker | % Reduced |
|---|---|
| BOOKING HOLDINGS INC | -44.48 |
| ADVANCED MICRO DEVICES INC | -22.56 |
| PDD HOLDINGS INC | -21.68 |
| CHEGG INC | -19.59 |
| NEW ORIENTAL ED & TECHNOLOGY | -14.87 |
| ELASTIC N V | -12.1 |
| NUVEI CORPORATION | -8.26 |
| RINGCENTRAL INC | -7.9 |
SYLEBRA CAPITAL LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| AEVA TECHNOLOGIES INC | -39,322,000 |
SYLEBRA CAPITAL LLC got rid off the above stocks
Current Stock Holdings of SYLEBRA CAPITAL LLC
Last Reported on: 16 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AEVA | AEVA TECHNOLOGIES INC | 1.35 | 10,379,300 | 40,790,700 | NEW | ||
| AEVA | AEVA TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMD | ADVANCED MICRO DEVICES INC | 7.25 | 1,208,930 | 218,200,000 | REDUCED | -22.56 | |
| ANEW | PROSHARES TR | 0.83 | 773,865 | 24,995,800 | NEW | ||
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 0.90 | 1,511,060 | 27,108,400 | ADDED | 0.79 | |
| BEKE | KE HLDGS INC | 0.69 | 1,507,460 | 20,697,500 | ADDED | 0.8 | |
| BKNG | BOOKING HOLDINGS INC | 0.87 | 7,207 | 26,146,100 | REDUCED | -44.48 | |
| CHGG | CHEGG INC | 1.90 | 7,567,260 | 57,284,200 | REDUCED | -19.59 | |
| DESP | DESPEGAR COM CORP | 0.67 | 1,694,450 | 20,265,600 | ADDED | 236 | |
| DQ | DAQO NEW ENERGY CORP | 0.43 | 462,712 | 13,025,300 | NEW | ||
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 2.07 | 718,278 | 62,360,900 | REDUCED | -14.87 | |
| EGHT | 8X8 INC NEW | 1.29 | 14,389,500 | 38,851,600 | UNCHANGED | 0.00 | |
| ESTC | ELASTIC N V | 11.80 | 3,544,010 | 355,252,000 | REDUCED | -12.1 | |
| FIVN | FIVE9 INC | 4.84 | 2,347,110 | 145,779,000 | ADDED | 1.5 | |
| MNSO | MINISO GROUP HLDG LTD | 0.64 | 932,629 | 19,118,900 | NEW | ||
| MYTE | MYT NETHERLANDS PARENT B V | 0.41 | 3,895,400 | 12,387,400 | ADDED | 1.09 | |
| NU | NU HLDGS LTD | 2.00 | 5,054,960 | 60,305,700 | ADDED | 7.32 | |
| NVEI | NUVEI CORPORATION | 1.99 | 1,890,120 | 59,765,600 | REDUCED | -8.26 | |
| OPEN | OPENDOOR TECHNOLOGIES INC | 2.99 | 29,672,500 | 89,907,500 | ADDED | 13.02 | |
| PAGS | PAGSEGURO DIGITAL LTD | 4.55 | 9,593,680 | 136,998,000 | ADDED | 0.68 | |
| PAYC | PAYCOM SOFTWARE INC | 8.41 | 1,272,280 | 253,196,000 | NEW | ||
| PCT | PURECYCLE TECHNOLOGIES INC | 6.03 | 29,193,300 | 181,582,000 | UNCHANGED | 0.00 | |
| PDD | PDD HOLDINGS INC | 1.36 | 353,202 | 41,059,700 | REDUCED | -21.68 | |
| PI | IMPINJ INC | 17.91 | 4,197,350 | 538,982,000 | UNCHANGED | 0.00 | |
| RNG | RINGCENTRAL INC | 8.70 | 7,536,220 | 261,808,000 | REDUCED | -7.9 | |
| RNW | RENEW ENERGY GLOBAL PLC | 0.49 | 2,446,150 | 14,676,900 | REDUCED | -6.29 | |
| S | SENTINELONE INC | 4.74 | 6,122,880 | 142,724,000 | ADDED | 15.87 | |
| SE | SEA LTD | 3.27 | 1,833,580 | 98,481,600 | ADDED | 22.4 | |
| XMTR | XOMETRY INC | 0.36 | 644,262 | 10,881,600 | ADDED | 1,005 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 1.23 | 5,072,460 | 36,876,800 | NEW |