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CIK: 0002003074
Total reported value
$944.5M
$944.5M
29 檔
172.3%
In Q1 2024, Sylebra Capital LLC's U.S. equity holdings reached a combined market value of $944.5M, distributed across 29 disclosed stock positions.
During Q1 2024, Sylebra Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PI, VOO, RNG) accounted for 172.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PI | Impinj Inc | Stock-Tech | 17.91% | -3.26% | — | |
| 2 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 11.80% | -5.93% | -12.10% | |
| 3 | RNG | Ringcentral Inc-class A | Stock-Tech | 8.70% | — | -7.90% | |
| 4 | PAYC | Paycom Software Inc | Stock-Tech | 8.41% | -8.71% | — | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 7.25% | — | -22.56% | |
| 6 | PCT | Purecycle Technologies Inc | Stock-Other | 6.03% | +6.40% | — | |
| 7 | FIVN | Five9 Inc | Stock-Tech | 4.84% | — | +1.50% | |
| 8 | S | Sentinelone Inc -class A | Stock-Tech | 4.74% | -6.19% | EXIT | |
| 9 | PAGS | PagSeguro Digital Ltd. | Stock-Other | 4.55% | — | +0.68% | |
| 10 | SE | Sea Ltd-adr | Stock-Comm Services | 3.27% | — | +22.40% | |
| 11 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 2.99% | — | +13.02% | |
| 12 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 2.07% | — | -14.87% | |
| 13 | NU | Nu Holdings Ltd. | Stock-Financials | 2.00% | -0.87% | EXIT | |
| 14 | ✓ | Stock-Other | 1.99% | — | -8.26% | ||
| 15 | CHGG | Chegg Inc | Stock-Consumer Staples | 1.90% | — | -19.59% | |
| 16 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 1.36% | — | -21.68% | |
| 17 | AEVA | Aeva Technologies Inc | Stock-Other | 1.36% | +21.75% | — | |
| 18 | EGHT | 8x8 Inc | Stock-Other | 1.29% | -1.15% | — | |
| 19 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 1.23% | — | — | |
| 20 | ATAT | Atour Lifestyle Holdings-adr | Stock-Other | 0.90% | — | +0.79% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.87% | — | -44.48% | |
| 22 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.83% | — | — | |
| 23 | BEKE | Ke Holdings Inc-adr | Stock-Other | 0.69% | — | +0.80% | |
| 24 | ✓ | Despegar.com CORP | Stock-Other | 0.67% | — | +236.21% | |
| 25 | MNSO | Miniso Group Holding Ltd-adr | Stock-Other | 0.64% | — | — | |
| 26 | RNW | ReNew Energy Global Plc | Stock-Other | 0.49% | — | -6.29% | |
| 27 | DQ | Daqo New Energy Corp-adr | Stock-Other | 0.43% | — | — | |
| 28 | LUXE | Luxexperience BV | Stock-Other | 0.41% | -1.17% | +1.09% | |
| 29 | XMTR | Xometry Inc-a | Stock-Other | 0.36% | -1.06% | +1005.25% |
According to official SEC Form 13F filings, Sylebra Capital LLC reported a total U.S. public equity portfolio value of $944.5M across 29 disclosed positions in Q1 2024.
During Q1 2024, Sylebra Capital LLC's top holdings by market value included PI (17.9%)、VOO (11.8%)、RNG (8.7%). The largest single position, PI, represented 17.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Sylebra Capital LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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