Fund HoldingsSYLEBRA CAPITAL LLC

Total Portfolio Value
$2.67B
Total Bought
$123.36M
Total Sold
$697.12M
Net Transaction
-$573.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
PAYCOM SOFTWARE INC(PAYC)1,962,4681,962,4680326,888402,24715.07%+75,359
ELASTIC N V
ORD SHS
2,804,6202,804,6200215,283277,88210.41%+62,599
XOMETRY INC(XMTR)1,796,8671,834,750+37,88333,00878,2702.93%+45,262
FIVE9 INC(FIVN)2,349,2822,353,814+4,53267,49595,6593.58%+28,164
RINGCENTRAL INC(RNG)7,536,2237,536,2230238,371263,8439.89%+25,472
PURECYCLE TECHNOLOGIES INC(PCT)33,457,64933,457,6490317,848342,94112.85%+25,093
DESPEGAR COM CORP2,923,2752,931,213+7,93836,24956,4262.11%+20,177
AEVA TECHNOLOGIES INC(AEVA)10,379,30410,379,304034,14849,3021.85%+15,154
MYT NETHERLANDS PARENT B V(LUXE)3,895,3983,937,022+41,62414,84127,9531.05%+13,111
FULL TRUCK ALLIANCE CO LTD(YMM)6,509,2156,509,215058,64870,4302.64%+11,782
8X8 INC NEW14,389,47614,389,476029,35538,4201.44%+9,065
SUNRUN INC(RUN)2,983,7576,683,162+3,699,40553,88761,8192.32%+7,933
FLUTTER ENTMT PLC(FLUT)021,964+21,96405,6770.21%+5,677
SENTINELONE INC(S)9,048,9549,613,281+564,327216,451213,4158.00%-3,036
CHEGG INC2,175,8560-2,175,8563,8510-3,851
KE HLDGS INC(BEKE)1,247,7131,128,557-119,15624,84220,7880.78%-4,054
MINISO GROUP HLDG LTD(MNSO)1,467,035825,740-641,29525,73219,7270.74%-6,005
DLOCAL LTD(DLO)880,2830-880,2837,0420-7,042
ATOUR LIFESTYLE HLDGS LTD(ATAT)1,111,724758,245-353,47928,83820,3890.76%-8,449
SEA LTD(SE)236,048121,214-114,83422,25512,8610.48%-9,394
DAQO NEW ENERGY CORP(DQ)719,9410-719,94114,6650-14,665
NEW ORIENTAL ED & TECHNOLOGY(EDU)366,845201,873-164,97227,82212,9560.49%-14,865
PAGSEGURO DIGITAL LTD(PAGS)7,935,4997,623,952-311,54768,32547,7261.79%-20,599
NU HLDGS LTD(NU)3,563,6512,354,183-1,209,46848,64424,3890.91%-24,254
PDD HOLDINGS INC(PDD)492,166399,695-92,47166,34938,7661.45%-27,582
OPENDOOR TECHNOLOGIES INC(OPEN)20,814,3141,667,413-19,146,90141,6292,6680.10%-38,961
ADVANCED MICRO DEVICES INC(AMD)1,146,8881,104,497-42,391188,181133,4125.00%-54,769
SUNNOVA ENERGY INTL INC.12,443,04812,116,510-326,538121,19541,5601.56%-79,636
IMPINJ INC(PI)3,197,3522,129,260-1,068,092692,291309,29611.59%-382,994
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