SC
| |
Sylebra Capital Ltd13F | |
| Sylebra Capital Ltd | |
| Last update 2023-11-23 | 20 Stocks (1 new) |
| Value $1.88 Bil | Turnover 4 % |
Sylebra Capital Ltd Top Holdings of 2023-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESTC | Elastic NV | 3,924,450 | 318,822.3 | -14.51% | 16.940 | -1.75% | 3.990 | +12.19% | -12.20% | 9,180.5 | Software | |
RNG | RingCentral Inc | 8,183,003 | 242,462.4 | +0.24% | 12.880 | +0.03% | 8.730 | +18.84% | -20.19% | 2,527.2 | Software | |
AMD | Advanced Micro Devices Inc | 2,213,249 | 227,566.3 | -12.54% | 12.090 | -1.48% | 0.140 | +75.52% | +31.34% | 257,235.8 | Semiconductors | |
PI | Impinj Inc | 3,948,566 | 217,289.6 | +38.64% | 11.550 | +3.22% | 14.590 | +53.42% | -18.60% | 3,427.0 | Semiconductors | |
PCT | PureCycle Technologies Inc | 29,193,256 | 163,774.2 | 0% | 8.700 | 0% | 17.790 | +152.22% | +55.02% | 2,856.8 | Industrial Products | |
FIVN | Five9 Inc | 2,013,488 | 129,467.3 | -21.22% | 6.880 | -1.84% | 2.770 | +25.74% | -28.25% | 2,224.1 | Software | |
PAGS | PagSeguro Digital Ltd | 9,294,825 | 80,028.4 | -19.52% | 4.250 | -0.87% | 2.910 | -8.55% | +34.98% | 2,449.2 | Software | |
OPEN | Opendoor Technologies Inc | 26,059,261 | 68,796.4 | -20.39% | 3.660 | -1.10% | 3.890 | +172.26% | +43.13% | 1,669.7 | Real Estate | |
S | SentinelOne Inc | 3,854,156 | 64,981.1 | -52.55% | 3.450 | -2.64% | 1.300 | +12.59% | -12.21% | 6,480.1 | Software | |
EDU |
New Oriental Education & Technology Group Inc
New Oriental Education & Technology Group Inc
| 1,091,965 | 63,934.6 | -15.46% | 3.400 | -0.32% | 0.660 | +8.01% | -25.80% | 7,874.4 | Education |
Sylebra Capital Ltd's Historical Top Holdings Breakdowns
Sylebra Capital Ltd's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PI | Impinj Inc | 2023-09-30 | Add Add | +3.22% | 51.59 ($67.86) 90.71 | $118.24 | 74.24% | Add 38.64% | 3,948,566 | 1,100,481 | |
S | SentinelOne Inc | 2023-09-30 | Reduce Reduce | -2.64% | 14.24 ($15.8) 17.89 | $19.49 | 23.35% | Reduce -52.55% | 3,854,156 | -4,267,737 | |
FIVN | Five9 Inc | 2023-09-30 | Reduce Reduce | -1.84% | 63.31 ($74.83) 87.94 | $29.16 | -61.03% | Reduce -21.22% | 2,013,488 | -542,320 | |
ESTC | Elastic NV | 2023-09-30 | Reduce Reduce | -1.75% | 57.91 ($68.17) 81.24 | $86.99 | 27.61% | Reduce -14.51% | 3,924,450 | -666,160 | |
BKNG | Booking Holdings Inc | 2023-09-30 | Reduce Reduce | -1.54% | 2632.69 ($3027.95) 3243.01 | $5,736.32 | 89.45% | Reduce -49.35% | 14,294 | -13,928 | |
AMD | Advanced Micro Devices Inc | 2023-09-30 | Reduce Reduce | -1.48% | 95.96 ($108.55) 118.32 | $158.65 | 46.15% | Reduce -12.54% | 2,213,249 | -317,392 | |
OPEN | Opendoor Technologies Inc | 2023-09-30 | Reduce Reduce | -1.10% | 2.36 ($3.72) 5.27 | $2.29 | -38.44% | Reduce -20.39% | 26,059,261 | -6,675,849 | |
| CD Unlock Delisted | Chindata Group Holdings Ltd | 2023-09-30 | Sold Out Sold Out | -1.00% | 7.2 ($8.13) 8.4 | $8.45 | 3.94% | Sold Out | 0 | -3,419,594 | |
PAGS | PagSeguro Digital Ltd | 2023-09-30 | Reduce Reduce | -0.87% | 8.24 ($9.41) 11.57 | $8.20 | -12.86% | Reduce -19.52% | 9,294,825 | -2,253,829 | |
CHGG | Chegg Inc | 2023-09-30 | Reduce Reduce | -0.76% | 8.66 ($9.75) 10.64 | $1.59 | -83.69% | Reduce -23.39% | 6,870,589 | -2,097,310 |
Sylebra Capital Ltd Total Holding History ($B)
Sylebra Capital Ltd's Asset Allocation
Sylebra Capital Ltd Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sylebra Capital Ltd's Hypothetical Growth since 2023-09-30
Sylebra Capital Ltd's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sylebra Capital Ltd's Holdings Heat Map
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Sylebra Capital Ltd's Holdings Bubble Chart
Sylebra Capital Ltd News
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