$3.01 Billion is the total value of SYLEBRA CAPITAL LLC's 29 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PAYC | New | PAYCOM SOFTWARE INC | $253,196,045 | – | 1,272,278 | +100.0% | 8.41% | – |
| New | AEVA TECHNOLOGIES INC | $40,790,665 | – | 10,379,304 | +100.0% | 1.36% | – | |
| YMM | New | FULL TRUCK ALLIANCE CO LTDsponsored ads | $36,876,799 | – | 5,072,462 | +100.0% | 1.22% | – |
| New | PROSHARES TRbitcoin strate | $24,995,840 | – | 773,865 | +100.0% | 0.83% | – | |
| MNSO | New | MINISO GROUP HLDG LTDsponsored ads | $19,118,895 | – | 932,629 | +100.0% | 0.64% | – |
| DQ | New | DAQO NEW ENERGY CORPspnsrd ads new | $13,025,343 | – | 462,712 | +100.0% | 0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-16
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| IMPINJ INC | 4 | Q2 2024 | 18.6% |
| ELASTIC N V | 4 | Q2 2024 | 17.2% |
| RINGCENTRAL INC | 4 | Q2 2024 | 12.9% |
| ADVANCED MICRO DEVICES INC | 4 | Q2 2024 | 12.1% |
| PURECYCLE TECHNOLOGIES INC | 4 | Q2 2024 | 8.7% |
| FIVE9 INC | 4 | Q2 2024 | 6.9% |
| SENTINELONE INC | 4 | Q2 2024 | 5.5% |
| PAGSEGURO DIGITAL LTD | 4 | Q2 2024 | 4.6% |
| OPENDOOR TECHNOLOGIES INC | 4 | Q2 2024 | 4.5% |
| NEW ORIENTAL ED & TECHNOLOGY | 4 | Q2 2024 | 3.4% |
View SYLEBRA CAPITAL LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 144 | 2024-11-08 |
| SC 13D/A | 2024-11-08 |
| 144 | 2024-11-07 |
| 4 | 2024-11-07 |
| 144 | 2024-11-06 |
| SC 13D/A | 2024-11-06 |
| 144 | 2024-11-05 |
| 4 | 2024-11-05 |
| 144 | 2024-11-04 |
| 144 | 2024-11-01 |
View SYLEBRA CAPITAL LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.