Sylebra Capital 13F holdings, Q1 2022
Holdings as of March 31, 2022 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 16 US equity positions worth $2.3bn in its Q1 2022 13F filing. The largest position was ESTC at 15.6% of the reported book, followed by AMD and PCT. Against the Q4 2021 filing, it opened 0 new positions, added to 10 and reduced 4 among the top 16 holdings.
What did Sylebra Capital own in Q1 2022? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2021 |
|---|---|---|---|---|---|---|---|
| 1 | ESTC ELASTIC N V | Technology | 15.6% | $362.9m | 4,080,202 | 8% | added |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 10.4% | $241.0m | 2,203,830 | -23% | reduced |
| 3 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 10.1% | $233.5m | 29,193,256 | 61% | added |
| 4 | PI IMPINJ INC | Technology | 9.3% | $215.9m | 3,397,337 | 0% | held |
| 5 | OPEN OPENDOOR TECHNOLOGIES INC | Real Estate | 9.3% | $214.8m | 24,832,257 | 25% | added |
| 6 | PAGS PAGSEGURO DIGITAL LTD | Technology | 8.5% | $198.3m | 9,890,530 | 1% | added |
| 7 | EGHT 8X8 INC NEW | Technology | 7.6% | $176.3m | 14,003,203 | 1% | added |
| 8 | FIVN FIVE9 INC | Technology | 7.1% | $165.6m | 1,499,718 | 16% | added |
| 9 | FREYR BATTERY | 6.8% | $156.8m | 12,785,564 | 1% | added | |
| 10 | AEVA AEVA TECHNOLOGIES INC | 5.0% | $116.2m | 26,828,400 | 2% | added | |
| 11 | TASK TASKUS INC | Technology | 2.5% | $57.0m | 1,482,937 | 15% | added |
| 12 | CHINDATA GROUP HLDGS LTD | 1.9% | $44.9m | 7,111,992 | -9% | reduced | |
| 13 | MYT NETHERLANDS PARENT B V | 1.8% | $42.1m | 3,444,904 | 0% | held | |
| 14 | PDD PINDUODUO INC | Consumer Cyclical | 1.7% | $39.7m | 990,577 | 11% | added |
| 15 | CHGG CHEGG INC | Consumer Defensive | 1.5% | $34.4m | 947,321 | -5% | reduced |
| 16 | RENEWABLE ENERGY GROUP INC | 1.0% | $22.7m | 2,759,876 | -48% | 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.