Fund HoldingsSYLEBRA CAPITAL LLC

Total Portfolio Value
$1.98B
Total Bought
$256.99M
Total Sold
$406.07M
Net Transaction
-$149.08M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
AEVA TECHNOLOGIES INC(AEVA)10,379,30416,228,553+5,849,24949,302113,6005.72%+64,298
NU HLDGS LTD(NU)2,354,1833,555,632+1,201,44924,38936,4101.83%+12,020
FUTU HLDGS LTD(FUTU)074,537+74,53707,6290.38%+7,629
SEA LTD(SE)121,214115,941-5,27312,86115,1290.76%+2,268
MYT NETHERLANDS PARENT B V(LUXE)3,937,0223,688,354-248,66827,95327,8841.40%-69
PAGSEGURO DIGITAL LTD(PAGS)7,623,9526,013,961-1,609,99147,72645,8872.31%-1,839
OPENDOOR TECHNOLOGIES INC(OPEN)1,667,4130-1,667,4132,6680-2,668
NEW ORIENTAL ED & TECHNOLOGY(EDU)201,873192,024-9,84912,9569,1810.46%-3,776
KE HLDGS INC(BEKE)1,128,557802,139-326,41820,78816,1150.81%-4,673
MINISO GROUP HLDG LTD(MNSO)825,740779,543-46,19719,72714,4140.73%-5,313
ATOUR LIFESTYLE HLDGS LTD(ATAT)758,245525,026-233,21920,38914,8840.75%-5,505
FLUTTER ENTMT PLC(FLUT)21,9640-21,9645,6770-5,677
8X8 INC NEW14,389,47614,085,649-303,82738,42028,1711.42%-10,249
PDD HOLDINGS INC(PDD)399,695236,611-163,08438,76628,0031.41%-10,764
SUNRUN INC(RUN)6,683,1628,273,331+1,590,16961,81948,4822.44%-13,338
FULL TRUCK ALLIANCE CO LTD(YMM)6,509,2154,143,748-2,365,46770,43052,9162.67%-17,514
SENTINELONE INC(S)9,613,28110,573,052+959,771213,415192,2189.68%-21,197
XOMETRY INC(XMTR)1,834,7501,881,624+46,87478,27046,8902.36%-31,380
SUNNOVA ENERGY INTL INC.12,116,5105,561,874-6,554,63641,5602,0690.10%-39,491
ELASTIC N V
ORD SHS
2,804,6202,552,554-252,066277,882227,43311.46%-50,449
ADVANCED MICRO DEVICES INC(AMD)1,104,497766,382-338,115133,41278,7383.97%-54,674
DESPEGAR COM CORP2,931,2130-2,931,21356,4260-56,426
PAYCOM SOFTWARE INC(PAYC)1,962,4681,549,872-412,596402,247338,61617.06%-63,631
FIVE9 INC(FIVN)2,353,814905,212-1,448,60295,65924,5771.24%-71,082
RINGCENTRAL INC(RNG)7,536,2237,536,2230263,843186,5979.40%-77,246
PURECYCLE TECHNOLOGIES INC(PCT)33,457,64934,077,574+619,925342,941235,81711.88%-107,124
IMPINJ INC(PI)2,129,2602,129,2600309,296193,1249.73%-116,172
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