SYLEBRA CAPITAL LLC Q4 2024 Filing
Filed February 18, 2025
Portfolio Value
$3.6T
Holdings
26
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PAYCPAYCOM SOFTWARE INC | 3,215,085 | $659.0B | 18.17% | |
| 2 | PIIMPINJ INC | 3,472,116 | $504.4B | 13.91% | |
| 3 | ESTCELASTIC N V | 4,561,462 | $451.9B | 12.46% | |
| 4 | PCTPURECYCLE TECHNOLOGIES INC | 33,457,649 | $342.9B | 9.46% | |
| 5 | RNGRINGCENTRAL INC | 7,536,223 | $263.8B | 7.28% | |
| 6 | AMDADVANCED MICRO DEVICES INC | 1,790,591 | $216.3B | 5.96% | |
| 7 | SSENTINELONE INC | 9,613,281 | $213.4B | 5.89% | |
| 8 | FIVNFIVE9 INC | 3,745,778 | $152.2B | 4.20% | |
| 9 | YMMFULL TRUCK ALLIANCE CO LTD | 10,693,280 | $115.7B | 3.19% | |
| 10 | DESPDESPEGAR COM CORP | 4,760,433 | $91.6B | 2.53% | |
| 11 | XMTRXOMETRY INC | 1,834,750 | $78.3B | 2.16% | |
| 12 | PAGSPAGSEGURO DIGITAL LTD | 12,143,691 | $76.0B | 2.10% | |
| 13 | PDDPDD HOLDINGS INC | 656,751 | $63.7B | 1.76% | |
| 14 | RUNSUNRUN INC | 6,683,162 | $61.8B | 1.70% | |
| 15 | AEVAAEVA TECHNOLOGIES INC | 10,379,304 | $49.3B | 1.36% | |
| 16 | NOVAQSUNNOVA ENERGY INTL INC. | 12,116,510 | $41.6B | 1.15% | |
| 17 | EGHT8X8 INC NEW | 14,389,476 | $39.1B | 1.08% | |
| 18 | BEKEKE HLDGS INC | 1,852,970 | $34.1B | 0.94% | |
| 19 | ATATATOUR LIFESTYLE HLDGS LTD | 1,245,593 | $33.5B | 0.92% | |
| 20 | MNSOMINISO GROUP HLDG LTD | 1,356,368 | $32.4B | 0.89% | |
| 21 | LUXEMYT NETHERLANDS PARENT B V | 3,937,022 | $28.0B | 0.77% | |
| 22 | NUNU HLDGS LTD | 2,354,183 | $24.4B | 0.67% | |
| 23 | N1UANEW ORIENTAL ED & TECHNOLOGY | 331,666 | $21.3B | 0.59% | |
| 24 | SESEA LTD | 198,973 | $21.1B | 0.58% | |
| 25 | FLUTFLUTTER ENTMT PLC | 21,964 | $5.7B | 0.16% | |
| 26 | OPENOPENDOOR TECHNOLOGIES INC | 2,804,649 | $4.5B | 0.12% |