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CIK: 0002003074
Total reported value
$944.5M
$944.5M
30 檔
163.2%
As reported in its official Q2 2024 Form 13F filing, Sylebra Capital LLC's tracked investment portfolio stood at $944.5M with 30 total positions.
During Q2 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, PAYC) accounted for 163.2% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PI | Impinj Inc | Stock-Tech | 18.59% | -3.26% | -23.82% | |
| 2 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 13.91% | -5.93% | -7.07% | |
| 3 | PAYC | Paycom Software Inc | Stock-Tech | 10.38% | -8.71% | +53.86% | |
| 4 | RNG | Ringcentral Inc-class A | Stock-Tech | 7.88% | — | — | |
| 5 | PCT | Purecycle Technologies Inc | Stock-Other | 6.41% | +6.40% | — | |
| 6 | S | Sentinelone Inc -class A | Stock-Tech | 5.28% | -6.19% | EXIT | |
| 7 | FIVN | Five9 Inc | Stock-Tech | 4.93% | — | +28.40% | |
| 8 | PAGS | PagSeguro Digital Ltd. | Stock-Other | 3.78% | — | -9.21% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 3.45% | — | -52.57% | |
| 10 | CVNA | Carvana Co | Stock-Consumer Disc | 2.51% | — | — | |
| 11 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 2.39% | — | +57.95% | |
| 12 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 2.05% | — | -0.97% | |
| 13 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 1.87% | — | -7.79% | |
| 14 | NU | Nu Holdings Ltd. | Stock-Financials | 1.70% | -0.87% | EXIT | |
| 15 | ✓ | Despegar.com CORP | Stock-Other | 1.43% | — | +72.52% | |
| 16 | SE | Sea Ltd-adr | Stock-Comm Services | 1.38% | — | -71.49% | |
| 17 | RUN | Sunrun Inc | Stock-Tech | 1.31% | — | — | |
| 18 | MNSO | Miniso Group Holding Ltd-adr | Stock-Other | 1.29% | — | +96.33% | |
| 19 | EGHT | 8x8 Inc | Stock-Other | 1.18% | -1.15% | — | |
| 20 | NOVAQ | Sunnova Energy International | Stock-Other | 1.14% | — | — | |
| 21 | ATAT | Atour Lifestyle Holdings-adr | Stock-Other | 1.03% | — | — | |
| 22 | AEVA | Aeva Technologies Inc | Stock-Other | 0.97% | +21.75% | — | |
| 23 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.79% | — | -54.71% | |
| 24 | LUXE | Luxexperience BV | Stock-Other | 0.74% | -1.17% | — | |
| 25 | BEKE | Ke Holdings Inc-adr | Stock-Other | 0.66% | — | -16.80% | |
| 26 | XMTR | Xometry Inc-a | Stock-Other | 0.65% | -1.06% | +134.18% | |
| 27 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.65% | — | — | |
| 28 | CHGG | Chegg Inc | Stock-Consumer Staples | 0.64% | — | -28.06% | |
| 29 | DQ | Daqo New Energy Corp-adr | Stock-Other | 0.51% | — | +103.95% | |
| 30 | DLO | DLocal Limited | Stock-Other | 0.50% | — | — |
According to official SEC Form 13F filings, Sylebra Capital LLC reported a total U.S. public equity portfolio value of $944.5M across 30 disclosed positions in Q2 2024.
During Q2 2024, Sylebra Capital LLC's top holdings by market value included PI (18.6%)、VOO (13.9%)、PAYC (10.4%). The largest single position, PI, represented 18.6% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 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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