SYLEBRA CAPITAL LLC
CIK 2003074 · Holdings on Dec 31, 2023 · First reported Feb 15, 2024
Top ten holdings
Q4 2023- ESTC17.21%
- PI14.32%
- RNG10.52%
- AMD8.72%
- FIVN6.89%
- S5.49%
- PAGS4.50%
- PCT4.48%
- OPEN4.46%
- CHGG4.05%
Share classes counted separately80.64%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PCTWeight decreased · -4.22 pp8.70% → 4.48%Shares 0 (0.00%)
- AMDWeight decreased · -3.37 pp12.09% → 8.72%Shares -652.10K (-29.46%)
- PIWeight increased · +2.77 pp11.55% → 14.32%Shares +248.79K (+6.30%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ESTCELASTIC NVORD SHS View history and evidence | $454.37M | 17.21% | 4.03M shares | 16.94% → 17.21%+0.27 pp +107.27K (+2.73%) | Added | ↗▾ |
| 02 | PIIMPINJ INC View history and evidence | $377.89M | 14.32% | 4.20M shares | 11.55% → 14.32%+2.77 pp +248.79K (+6.30%) | Added | ↗▾ |
| 03 | RNGRINGCENTRAL INC-CLASS ACL A View history and evidence | $277.81M | 10.52% | 8.18M shares | 12.88% → 10.52%-2.36 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | AMDADVANCED MICRO DEVICES View history and evidence | $230.13M | 8.72% | 1.56M shares | 12.09% → 8.72%-3.37 pp -652.10K (-29.46%) | Reduced | ↗▾ |
| 05 | FIVNFIVE9 INC View history and evidence | $181.96M | 6.89% | 2.31M shares | 6.88% → 6.89%+0.01 pp +298.94K (+14.85%) | Added | ↗▾ |
| 06 | SSENTINELONE INC -CLASS ACL A View history and evidence | $144.99M | 5.49% | 5.28M shares | 3.45% → 5.49%+2.04 pp +1.43M (+37.10%) | Added | ↗▾ |
| 07 | PAGSPAGSEGURO DIGITAL LTD-CL ACOM CL A View history and evidence | $118.83M | 4.50% | 9.53M shares | 4.25% → 4.50%+0.25 pp +234.19K (+2.52%) | Added | ↗▾ |
| 08 | PCTPURECYCLE TECHNOLOGIES INC View history and evidence | $118.23M | 4.48% | 29.19M shares | 8.70% → 4.48%-4.22 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | OPENOPENDOOR TECHNOLOGIES INC View history and evidence | $117.62M | 4.46% | 26.25M shares | 3.66% → 4.46%+0.80 pp +194.27K (+0.75%) | Added | ↗▾ |
| 10 | CHGGCHEGG INC View history and evidence | $106.91M | 4.05% | 9.41M shares | 3.26% → 4.05%+0.79 pp +2.54M (+36.97%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2003074 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2639739181
}Take these holdings further.
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