# Sylebra Capital Ltd

> Institutional holdings reported to the SEC as of Q3 2023 on Form 13F. CIK 1627436. Source: https://holderbook.com/funds/1627436-sylebra-capital-ltd/

- Reported value: $1.9B
- Positions: 20
- Weight of the ten largest: 83.8%
- Filed: 2023-11-15

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ELASTIC N V | [ESTC](https://holderbook.com/stocks/ESTC/) | $318.8M | 3,924,450 | 16.9% | 20 |
| RINGCENTRAL INC | [RNG](https://holderbook.com/stocks/RNG/) | $242.5M | 8,183,003 | 12.9% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $227.6M | 2,213,249 | 12.1% | 13 |
| IMPINJ INC | [PI](https://holderbook.com/stocks/PI/) | $217.3M | 3,948,566 | 11.5% | 20 |
| PURECYCLE TECHNOLOGIES INC | [PCT](https://holderbook.com/stocks/PCT/) | $163.8M | 29,193,256 | 8.7% | 11 |
| FIVE9 INC | [FIVN](https://holderbook.com/stocks/FIVN/) | $129.5M | 2,013,488 | 6.9% | 8 |
| PAGSEGURO DIGITAL LTD | [PAGS](https://holderbook.com/stocks/PAGS/) | $80.0M | 9,294,825 | 4.3% | 20 |
| OPENDOOR TECHNOLOGIES INC | [OPEN](https://holderbook.com/stocks/OPEN/) | $68.8M | 26,059,261 | 3.7% | 11 |
| SENTINELONE INC | [S](https://holderbook.com/stocks/S/) | $65.0M | 3,854,156 | 3.5% | 3 |
| NEW ORIENTAL ED & TECHNOLOGY | [EDU](https://holderbook.com/stocks/EDU/) | $63.9M | 1,091,965 | 3.4% | 5 |
| PDD HOLDINGS INC | [PDD](https://holderbook.com/stocks/PDD/) | $62.4M | 636,721 | 3.3% | 12 |
| CHEGG INC | [CHGG](https://holderbook.com/stocks/CHGG/) | $61.3M | 6,870,589 | 3.3% | 20 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $44.1M | 14,294 | 2.3% | 5 |
| 8X8 INC NEW | [EGHT](https://holderbook.com/stocks/EGHT/) | $36.3M | 14,389,476 | 1.9% | 19 |
| KE HLDGS INC | [BEKE](https://holderbook.com/stocks/BEKE/) | $22.7M | 1,464,702 | 1.2% | 2 |
| ATOUR LIFESTYLE HLDGS LTD | [ATAT](https://holderbook.com/stocks/ATAT/) | $22.1M | 1,170,994 | 1.2% | 2 |
| AEVA TECHNOLOGIES INC | [AEVAXXXX](https://holderbook.com/stocks/AEVAXXXX/) | $20.7M | 27,101,533 | 1.1% | 11 |
| RENEW ENERGY GLOBAL PLC | [RNW](https://holderbook.com/stocks/RNW/) | $14.0M | 2,571,227 | 0.7% | 6 |
| LUXEXPERIENCE BV | [LUXE](https://holderbook.com/stocks/LUXE/) | $13.0M | 3,818,293 | 0.7% | 11 |
| NUVEI CORPORATION | [NVEI](https://holderbook.com/stocks/NVEI/) | $8.1M | 539,665 | 0.4% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q3 2023 | -11.8% | -3.6% | -8.2% | 100% |
| Q2 2023 | +4.9% | +8.3% | -3.4% | 100% |
| Q1 2023 | +13.6% | +7.0% | +6.5% | 100% |
| Q4 2022 | -10.1% | +7.1% | -17.2% | 95% |
| Q3 2022 | +4.5% | -5.3% | +9.9% | 100% |
| Q2 2022 | -28.1% | -16.5% | -11.7% | 99% |
| Q1 2022 | -21.2% | -4.9% | -16.3% | 106% |
| Q4 2021 | -14.3% | +10.7% | -25.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2023 | $1.9B | 20 |
| Q2 2023 | $2.4B | 22 |
| Q1 2023 | $2.2B | 20 |
| Q4 2022 | $1.8B | 18 |
| Q3 2022 | $2.0B | 19 |
| Q2 2022 | $1.8B | 17 |
| Q1 2022 | $2.3B | 16 |
| Q4 2021 | $3.1B | 22 |
| Q3 2021 | $4.4B | 25 |
| Q2 2021 | $4.0B | 23 |
| Q1 2021 | $3.9B | 25 |
| Q4 2020 | $3.9B | 26 |