Sylebra Capital 13F holdings, Q1 2023
Holdings as of March 31, 2023 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 20 US equity positions worth $2.2bn in its Q1 2023 13F filing. The largest position was PI at 17.2% of the reported book, followed by AMD and ESTC. Against the Q4 2022 filing, it opened 3 new positions, added to 9 and reduced 1 among the top 20 holdings.
What did Sylebra Capital own in Q1 2023? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2022 |
|---|---|---|---|---|---|---|---|
| 1 | PI IMPINJ INC | Technology | 17.2% | $386.0m | 2,848,085 | 4% | added |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 13.4% | $300.9m | 3,070,122 | -2% | reduced |
| 3 | ESTC ELASTIC N V | Technology | 12.1% | $272.8m | 4,712,076 | 3% | added |
| 4 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 9.1% | $204.4m | 29,193,256 | 0% | held |
| 5 | FIVN FIVE9 INC | Technology | 8.3% | $186.3m | 2,576,950 | 3% | added |
| 6 | S SENTINELONE INC | Technology | 7.6% | $171.8m | 10,499,060 | – | new |
| 7 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 6.0% | $134.0m | 50,506 | 3% | added |
| 8 | PAGS PAGSEGURO DIGITAL LTD | Technology | 5.1% | $113.9m | 13,295,793 | 3% | added |
| 9 | PDD PDD HOLDINGS INC | Consumer Cyclical | 3.1% | $69.1m | 909,878 | 0% | held |
| 10 | EGHT 8X8 INC NEW | Technology | 2.7% | $60.0m | 14,389,476 | 0% | held |
| 11 | CHGG CHEGG INC | Consumer Defensive | 2.7% | $59.7m | 3,662,649 | 302% | added |
| 12 | OPEN OPENDOOR TECHNOLOGIES INC | Real Estate | 2.6% | $59.0m | 33,536,666 | 3% | added |
| 13 | CHINDATA GROUP HLDGS LTD | 1.9% | $42.6m | 6,098,506 | 0% | held | |
| 14 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 1.5% | $34.4m | 891,469 | 0% | held |
| 15 | AEVA AEVA TECHNOLOGIES INC | 1.4% | $32.3m | 27,101,533 | 0% | held | |
| 16 | FOUR SHIFT4 PMTS INC | Technology | 1.3% | $30.3m | 400,060 | – | new |
| 17 | MYT NETHERLANDS PARENT B V | 1.2% | $27.5m | 3,907,220 | 0% | held | |
| 18 | RNG RINGCENTRAL INC | Technology | 1.1% | $25.0m | 813,575 | – | new |
| 19 | TASK TASKUS INC | Technology | 1.0% | $21.9m | 1,519,437 | 2% | added |
| 20 | RENEW ENERGY GLOBAL PLC | 0.7% | $14.9m | 2,653,377 | 3% | added |
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.