13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002003074
Total reported value
$944.5M
$944.5M
26 檔
169.0%
As reported in its official Q4 2024 Form 13F filing, Sylebra Capital LLC's tracked investment portfolio stood at $944.5M with 26 total positions.
During Q4 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 PAYC, PCT, PI) accounted for 169.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PAYC | Paycom Software Inc | Stock-Tech | 15.07% | -8.71% | — | |
| 2 | PCT | Purecycle Technologies Inc | Stock-Other | 12.85% | +6.40% | — | |
| 3 | PI | Impinj Inc | Stock-Tech | 11.59% | -3.26% | -33.41% | |
| 4 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 10.41% | -5.93% | — | |
| 5 | RNG | Ringcentral Inc-class A | Stock-Tech | 9.89% | — | — | |
| 6 | S | Sentinelone Inc -class A | Stock-Tech | 8.00% | -6.19% | EXIT | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 5.00% | — | -3.70% | |
| 8 | FIVN | Five9 Inc | Stock-Tech | 3.58% | — | +0.19% | |
| 9 | XMTR | Xometry Inc-a | Stock-Other | 2.93% | -1.06% | +2.11% | |
| 10 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 2.64% | — | — | |
| 11 | RUN | Sunrun Inc | Stock-Tech | 2.32% | — | +123.98% | |
| 12 | ✓ | Despegar.com CORP | Stock-Other | 2.11% | — | +0.27% | |
| 13 | AEVA | Aeva Technologies Inc | Stock-Other | 1.85% | +21.75% | — | |
| 14 | PAGS | PagSeguro Digital Ltd. | Stock-Other | 1.79% | — | -3.93% | |
| 15 | NOVAQ | Sunnova Energy International | Stock-Other | 1.56% | — | -2.62% | |
| 16 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 1.45% | — | -18.79% | |
| 17 | EGHT | 8x8 Inc | Stock-Other | 1.44% | -1.15% | — | |
| 18 | LUXE | Luxexperience BV | Stock-Other | 1.05% | -1.17% | +1.07% | |
| 19 | NU | Nu Holdings Ltd. | Stock-Financials | 0.91% | -0.87% | EXIT | |
| 20 | BEKE | Ke Holdings Inc-adr | Stock-Other | 0.78% | — | -9.55% | |
| 21 | ATAT | Atour Lifestyle Holdings-adr | Stock-Other | 0.76% | — | -31.80% | |
| 22 | MNSO | Miniso Group Holding Ltd-adr | Stock-Other | 0.74% | — | -43.71% | |
| 23 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 0.49% | — | -44.97% | |
| 24 | SE | Sea Ltd-adr | Stock-Comm Services | 0.48% | — | -48.65% | |
| 25 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 0.21% | — | — | |
| 26 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 0.10% | — | -91.99% |
According to official SEC Form 13F filings, Sylebra Capital LLC reported a total U.S. public equity portfolio value of $944.5M across 26 disclosed positions in Q4 2024.
During Q4 2024, Sylebra Capital LLC's top holdings by market value included PAYC (15.1%)、PCT (12.8%)、PI (11.6%). The largest single position, PAYC, represented 15.1% 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 Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.