Sylebra Capital 13F holdings, Q4 2021
Holdings as of December 31, 2021 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 22 US equity positions worth $3.1bn in its Q4 2021 13F filing. The largest position was ESTC at 15.0% of the reported book, followed by AMD and PI. Against the Q3 2021 filing, it opened 4 new positions, added to 8 and reduced 9 among the top 22 holdings.
What did Sylebra Capital own in Q4 2021? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2021 |
|---|---|---|---|---|---|---|---|
| 1 | ESTC ELASTIC N V | Technology | 15.0% | $464.9m | 3,777,186 | -17% | reduced |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 13.3% | $411.2m | 2,857,302 | -42% | reduced |
| 3 | PI IMPINJ INC | Technology | 9.7% | $301.3m | 3,397,337 | -23% | reduced |
| 4 | OPEN OPENDOOR TECHNOLOGIES INC | Real Estate | 9.3% | $289.1m | 19,787,357 | 1% | added |
| 5 | PAGS PAGSEGURO DIGITAL LTD | Technology | 8.3% | $256.4m | 9,778,133 | 3% | added |
| 6 | EGHT 8X8 INC NEW | Technology | 7.5% | $231.7m | 13,825,103 | 2% | added |
| 7 | AEVA AEVA TECHNOLOGIES INC | 6.4% | $199.7m | 26,409,536 | 1% | added | |
| 8 | FIVN FIVE9 INC | Technology | 5.7% | $177.3m | 1,291,114 | – | new |
| 9 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 5.6% | $173.4m | 18,121,856 | 2% | added |
| 10 | FREYR BATTERY | 4.6% | $142.1m | 12,705,935 | 2% | added | |
| 11 | EVERBRIDGE INC | 2.8% | $88.1m | 1,307,871 | -35% | reduced | |
| 12 | MYT NETHERLANDS PARENT B V | 2.4% | $73.0m | 3,441,045 | -2% | reduced | |
| 13 | TASK TASKUS INC | Technology | 2.2% | $69.5m | 1,288,420 | 20% | added |
| 14 | PDD PINDUODUO INC | Consumer Cyclical | 1.7% | $52.2m | 894,716 | -11% | reduced |
| 15 | CHINDATA GROUP HLDGS LTD | 1.7% | $51.3m | 7,778,526 | 8% | added | |
| 16 | RENEWABLE ENERGY GROUP INC | 1.3% | $41.5m | 5,327,752 | – | new | |
| 17 | CHGG CHEGG INC | Consumer Defensive | 1.0% | $30.5m | 994,779 | -13% | reduced |
| 18 | DOCU DOCUSIGN INC | Technology | 0.6% | $17.1m | 111,990 | -62% | reduced |
| 19 | ZHIHU INC | 0.5% | $14.8m | 2,672,239 | -14% | reduced | |
| 20 | ORIGIN MATERIALS INC | 0.3% | $9.7m | 1,500,000 | 0% | held | |
| 21 | KNOWBE4 INC | 0.1% | $3.6m | 155,368 | – | new | |
| 22 | A K A BRANDS HLDG CORP | 0.1% | $2.7m | 290,616 | – | new |
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.