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CIK: 0002003074
Total reported value
$944.5M
$944.5M
28 檔
189.7%
At the close of Q3 2024, Sylebra Capital LLC disclosed equity holdings valued at approximately $944.5M, spread across 28 reported holdings.
During Q3 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, PAYC, PCT) accounted for 189.7% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PI | Impinj Inc | Stock-Tech | 22.89% | -3.26% | — | |
| 2 | PAYC | Paycom Software Inc | Stock-Tech | 10.81% | -8.71% | +0.26% | |
| 3 | PCT | Purecycle Technologies Inc | Stock-Other | 10.51% | +6.40% | +14.61% | |
| 4 | RNG | Ringcentral Inc-class A | Stock-Tech | 7.88% | — | — | |
| 5 | S | Sentinelone Inc -class A | Stock-Tech | 7.16% | -6.19% | EXIT | |
| 6 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 7.12% | -5.93% | -14.85% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 6.22% | — | +100.00% | |
| 8 | NOVAQ | Sunnova Energy International | Stock-Other | 4.01% | — | +125.55% | |
| 9 | PAGS | PagSeguro Digital Ltd. | Stock-Other | 2.26% | — | -8.90% | |
| 10 | FIVN | Five9 Inc | Stock-Tech | 2.23% | — | -22.05% | |
| 11 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 2.19% | — | +207.69% | |
| 12 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 1.94% | — | -18.76% | |
| 13 | RUN | Sunrun Inc | Stock-Tech | 1.78% | — | — | |
| 14 | NU | Nu Holdings Ltd. | Stock-Financials | 1.61% | -0.87% | EXIT | |
| 15 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 1.38% | — | -23.92% | |
| 16 | ✓ | Despegar.com CORP | Stock-Other | 1.20% | — | — | |
| 17 | AEVA | Aeva Technologies Inc | Stock-Other | 1.13% | +21.75% | — | |
| 18 | XMTR | Xometry Inc-a | Stock-Other | 1.09% | -1.06% | +19.10% | |
| 19 | EGHT | 8x8 Inc | Stock-Other | 0.97% | -1.15% | — | |
| 20 | ATAT | Atour Lifestyle Holdings-adr | Stock-Other | 0.95% | — | -26.43% | |
| 21 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 0.92% | — | -48.43% | |
| 22 | MNSO | Miniso Group Holding Ltd-adr | Stock-Other | 0.85% | — | -19.88% | |
| 23 | BEKE | Ke Holdings Inc-adr | Stock-Other | 0.82% | — | -0.52% | |
| 24 | SE | Sea Ltd-adr | Stock-Comm Services | 0.74% | — | -54.85% | |
| 25 | LUXE | Luxexperience BV | Stock-Other | 0.49% | -1.17% | — | |
| 26 | DQ | Daqo New Energy Corp-adr | Stock-Other | 0.48% | — | -23.71% | |
| 27 | DLO | DLocal Limited | Stock-Other | 0.23% | — | -47.50% | |
| 28 | CHGG | Chegg Inc | Stock-Consumer Staples | 0.13% | — | -60.03% |
According to official SEC Form 13F filings, Sylebra Capital LLC reported a total U.S. public equity portfolio value of $944.5M across 28 disclosed positions in Q3 2024.
During Q3 2024, Sylebra Capital LLC's top holdings by market value included PI (22.9%)、PAYC (10.8%)、PCT (10.5%). The largest single position, PI, represented 22.9% of total portfolio value.
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In Q3 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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