Sylebra Capital 13F holdings, Q2 2022
Holdings as of June 30, 2022 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 17 US equity positions worth $1.8bn in its Q2 2022 13F filing. The largest position was ESTC at 17.1% of the reported book, followed by PCT and PI. Against the Q1 2022 filing, it opened 2 new positions, added to 8 and reduced 4 among the top 17 holdings.
What did Sylebra Capital own in Q2 2022? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2022 |
|---|---|---|---|---|---|---|---|
| 1 | ESTC ELASTIC N V | Technology | 17.1% | $304.3m | 4,496,835 | 10% | added |
| 2 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 12.2% | $216.6m | 29,193,256 | 0% | held |
| 3 | PI IMPINJ INC | Technology | 11.2% | $199.3m | 3,397,337 | 0% | held |
| 4 | AMD ADVANCED MICRO DEVICES INC | Technology | 9.7% | $172.5m | 2,255,894 | 2% | added |
| 5 | OPEN OPENDOOR TECHNOLOGIES INC | Real Estate | 8.1% | $143.8m | 30,529,038 | 23% | added |
| 6 | FIVN FIVE9 INC | Technology | 7.8% | $138.5m | 1,519,539 | 1% | added |
| 7 | PAGS PAGSEGURO DIGITAL LTD | Technology | 5.8% | $102.7m | 10,032,882 | 1% | added |
| 8 | FREYR BATTERY | 4.8% | $85.4m | 12,490,291 | -2% | reduced | |
| 9 | AEVA AEVA TECHNOLOGIES INC | 4.8% | $84.8m | 27,101,533 | 1% | added | |
| 10 | EGHT 8X8 INC NEW | Technology | 4.1% | $73.1m | 14,191,872 | 1% | added |
| 11 | ZENDESK INC | 3.1% | $56.1m | 756,902 | – | new | |
| 12 | CHINDATA GROUP HLDGS LTD | 3.1% | $55.9m | 7,208,216 | 1% | added | |
| 13 | PDD PINDUODUO INC | Consumer Cyclical | 3.1% | $55.6m | 899,020 | -9% | reduced |
| 14 | MYT NETHERLANDS PARENT B V | 1.8% | $32.8m | 3,323,129 | -4% | reduced | |
| 15 | TASK TASKUS INC | Technology | 1.4% | $24.9m | 1,477,232 | -0% | held |
| 16 | CHGG CHEGG INC | Consumer Defensive | 1.0% | $17.2m | 914,740 | -3% | reduced |
| 17 | RENEW ENERGY GLOBAL PLC | 0.9% | $16.7m | 2,580,270 | – | 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.