StockDriftsStockDriftsTop 20 Sylebra Capital Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESTC | ELASTIC N V | 16.94% | 3.92M | $318.8M | -14.51%(-666.16K) | — | 2023-09-30 | |
| RNG | RINGCENTRAL INC | 12.88% | 8.18M | $242.5M | +0.24%(+19.32K) | — | 2023-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 12.09% | 2.21M | $227.6M | -12.54%(-317.39K) | — | 2023-09-30 | |
| PI | IMPINJ INC | 11.55% | 3.95M | $217.3M | +38.64%(+1.10M) | — | 2023-09-30 | |
| PCT | PURECYCLE TECHNOLOGIES INC | 8.7% | 29.19M | $163.8M | +0.00%(+0) | — | 2023-09-30 | |
| FIVN | FIVE9 INC | 6.88% | 2.01M | $129.5M | -21.22%(-542.32K) | — | 2023-09-30 | |
| PAGS | PAGSEGURO DIGITAL LTD | 4.25% | 9.29M | $80.0M | -19.52%(-2.25M) | — | 2023-09-30 | |
| OPEN | OPENDOOR TECHNOLOGIES INC | 3.66% | 26.06M | $68.8M | -20.39%(-6.68M) | — | 2023-09-30 | |
| S | SENTINELONE INC | 3.45% | 3.85M | $65.0M | -52.55%(-4.27M) | — | 2023-09-30 | |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 3.4% | 1.09M | $63.9M | -15.46%(-199.64K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Sylebra Capital Ltd reports $1.88B in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are ESTC (16.9%), RNG (12.9%) and AMD (12.1%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sylebra Capital Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1627436). View Sylebra Capital Ltd’s 13F filings on SEC