Sylebra Capital 13F holdings, Q4 2022
Holdings as of December 31, 2022 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 18 US equity positions worth $1.8bn in its Q4 2022 13F filing. The largest position was PI at 16.8% of the reported book, followed by ESTC and AMD. Against the Q3 2022 filing, it opened 0 new positions, added to 8 and reduced 8 among the top 18 holdings.
What did Sylebra Capital own in Q4 2022? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2022 |
|---|---|---|---|---|---|---|---|
| 1 | PI IMPINJ INC | Technology | 16.8% | $298.8m | 2,736,388 | -19% | reduced |
| 2 | ESTC ELASTIC N V | Technology | 13.3% | $235.1m | 4,565,679 | -2% | reduced |
| 3 | AMD ADVANCED MICRO DEVICES INC | Technology | 11.5% | $203.7m | 3,145,528 | 33% | added |
| 4 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 11.1% | $197.3m | 29,193,256 | 0% | held |
| 5 | FIVN FIVE9 INC | Technology | 9.5% | $169.3m | 2,495,298 | 50% | added |
| 6 | PAGS PAGSEGURO DIGITAL LTD | Technology | 6.3% | $112.3m | 12,851,840 | 21% | added |
| 7 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 5.6% | $98.7m | 48,956 | 37% | added |
| 8 | PDD PINDUODUO INC | Consumer Cyclical | 4.2% | $73.9m | 906,722 | 24% | added |
| 9 | FREYR BATTERY | 4.0% | $71.8m | 8,273,750 | -35% | reduced | |
| 10 | EGHT 8X8 INC NEW | Technology | 3.5% | $61.9m | 14,328,391 | 1% | added |
| 11 | CHINDATA GROUP HLDGS LTD | 2.7% | $48.4m | 6,076,176 | -2% | reduced | |
| 12 | OPEN OPENDOOR TECHNOLOGIES INC | Real Estate | 2.1% | $37.6m | 32,436,371 | 1% | added |
| 13 | AEVA AEVA TECHNOLOGIES INC | 2.1% | $36.9m | 27,101,533 | 0% | held | |
| 14 | MYT NETHERLANDS PARENT B V | 2.0% | $34.6m | 3,888,808 | 4% | added | |
| 15 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1.7% | $30.9m | 888,051 | -3% | reduced |
| 16 | TASK TASKUS INC | Technology | 1.4% | $25.2m | 1,489,256 | -2% | reduced |
| 17 | CHGG CHEGG INC | Consumer Defensive | 1.3% | $23.0m | 911,924 | -4% | reduced |
| 18 | RENEW ENERGY GLOBAL PLC | 0.8% | $14.2m | 2,574,462 | -3% | 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.