Sylebra Capital LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Sylebra Capital LLC disclosed 26 US equity positions worth $2.7bn in its Q4 2024 13F filing. The largest position was PAYC at 15.1% of the reported book, followed by PCT and PI. Against the Q3 2024 filing, it opened 1 new position, added to 4 and reduced 12 among the top 26 holdings.
What did Sylebra Capital LLC own in Q4 2024? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PAYC PAYCOM SOFTWARE INC | Technology | 15.1% | $402.2m | 1,962,468 | 0% | held |
| 2 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 12.8% | $342.9m | 33,457,649 | 0% | held |
| 3 | PI IMPINJ INC | Technology | 11.6% | $309.3m | 2,129,260 | -33% | reduced |
| 4 | ESTC ELASTIC N V | Technology | 10.4% | $277.9m | 2,804,620 | 0% | held |
| 5 | RNG RINGCENTRAL INC | Technology | 9.9% | $263.8m | 7,536,223 | 0% | held |
| 6 | S SENTINELONE INC | Technology | 8.0% | $213.4m | 9,613,281 | 6% | added |
| 7 | AMD ADVANCED MICRO DEVICES INC | Technology | 5.0% | $133.4m | 1,104,497 | -4% | reduced |
| 8 | FIVN FIVE9 INC | Technology | 3.6% | $95.7m | 2,353,814 | 0% | held |
| 9 | XMTR XOMETRY INC | 2.9% | $78.3m | 1,834,750 | 2% | added | |
| 10 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 2.6% | $70.4m | 6,509,215 | 0% | held |
| 11 | RUN SUNRUN INC | Technology | 2.3% | $61.8m | 6,683,162 | 124% | added |
| 12 | DESPEGAR COM CORP | 2.1% | $56.4m | 2,931,213 | 0% | held | |
| 13 | AEVA AEVA TECHNOLOGIES INC | Technology | 1.8% | $49.3m | 10,379,304 | 0% | held |
| 14 | PAGS PAGSEGURO DIGITAL LTD | Technology | 1.8% | $47.7m | 7,623,952 | -4% | reduced |
| 15 | NOVAQ SUNNOVA ENERGY INTL INC. | 1.6% | $41.6m | 12,116,510 | -3% | reduced | |
| 16 | PDD PDD HOLDINGS INC | Consumer Cyclical | 1.5% | $38.8m | 399,695 | -19% | reduced |
| 17 | EGHT 8X8 INC NEW | Technology | 1.4% | $38.4m | 14,389,476 | 0% | held |
| 18 | LUXE MYT NETHERLANDS PARENT B V | 1.0% | $28.0m | 3,937,022 | 1% | added | |
| 19 | NU NU HLDGS LTD | Financial Services | 0.9% | $24.4m | 2,354,183 | -34% | reduced |
| 20 | BEKE KE HLDGS INC | Real Estate | 0.8% | $20.8m | 1,128,557 | -10% | reduced |
| 21 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 0.8% | $20.4m | 758,245 | -32% | reduced |
| 22 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 0.7% | $19.7m | 825,740 | -44% | reduced |
| 23 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 0.5% | $13.0m | 201,873 | -45% | reduced |
| 24 | SE SEA LTD | Consumer Cyclical | 0.5% | $12.9m | 121,214 | -49% | reduced |
| 25 | FLUTTER ENTMT PLC | 0.2% | $5.7m | 21,964 | – | new | |
| 26 | OPEN OPENDOOR TECHNOLOGIES INC | Real Estate | 0.1% | $2.7m | 1,667,413 | -92% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.