Q4 2024 · 13F-HR
SYLEBRA CAPITAL LLCholdings as filed
Filed 2025-02-18 · accession 0001085146-25-001739
$3.63B
Reported value
26
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 70432V102 | PAYC | PAYCOM SOFTWARE INC | $659.0M | 18.2% | 3,215,085 | Common | SOLE |
| 453204109 | PI | IMPINJ INC | $504.4M | 13.9% | 3,472,116 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $451.9M | 12.5% | 4,561,462 | Common | SOLE |
| 74623V103 | PCT | PURECYCLE TECHNOLOGIES INC | $342.9M | 9.46% | 33,457,649 | Common | SOLE |
| 76680R206 | RNG | RINGCENTRAL INC | $263.8M | 7.28% | 7,536,223 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $216.3M | 5.96% | 1,790,591 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $213.4M | 5.89% | 9,613,281 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $152.2M | 4.20% | 3,745,778 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $115.7M | 3.19% | 10,693,280 | Common | SOLE |
| G27358103 | DESP1EUR | DESPEGAR COM CORP | $91.6M | 2.53% | 4,760,433 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC | $78.3M | 2.16% | 1,834,750 | Common | SOLE |
| G68707101 | PAGS | PAGSEGURO DIGITAL LTD | $76.0M | 2.10% | 12,143,691 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $63.7M | 1.76% | 656,751 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $61.8M | 1.70% | 6,683,162 | Common | SOLE |
| 00835Q202 | AEVA | AEVA TECHNOLOGIES INC | $49.3M | 1.36% | 10,379,304 | Common | SOLE |
| 86745K104 | NOVAQ | SUNNOVA ENERGY INTL INC. | $41.6M | 1.15% | 12,116,510 | Common | SOLE |
| 282914100 | EGHT | 8X8 INC NEW | $39.1M | 1.08% | 14,389,476 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $34.1M | 0.94% | 1,852,970 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $33.5M | 0.92% | 1,245,593 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $32.4M | 0.89% | 1,356,368 | Common | SOLE |
| 55406W103 | LUXE | MYT NETHERLANDS PARENT B V | $28.0M | 0.77% | 3,937,022 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $24.4M | 0.67% | 2,354,183 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $21.3M | 0.59% | 331,666 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $21.1M | 0.58% | 198,973 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $5.7M | 0.16% | 21,964 | Common | SOLE |
| 683712103 | OPEN | OPENDOOR TECHNOLOGIES INC | $4.5M | 0.12% | 2,804,649 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.