Sylebra Capital LLC Top Holdings and 13F Report (2024) → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) About Sylebra Capital LLCInvestment ActivitySylebra Capital LLC has $3.01 billion in total holdings as of March 31, 2024.Sylebra Capital LLC owns shares of 29 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 15.54% of the portfolio was purchased this quarter.About 7.90% of the portfolio was sold this quarter.This quarter, Sylebra Capital LLC has purchased 24 new stocks and bought additional shares in 11 stocks.Sylebra Capital LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings Impinj $538,981,970Elastic $355,251,763RingCentral $261,808,387Paycom Software $253,196,045Advanced Micro Devices $218,199,595 Largest New Holdings this Quarter Paycom Software $253,196,045 HoldingAEVA TECHNOLOGIES INC $40,790,665 HoldingFull Truck Alliance $36,876,799 HoldingProShares Bitcoin Strategy ETF $24,995,840 HoldingMINISO Group $19,118,895 Holding Largest Purchases this Quarter Paycom Software 1,272,278 shares (about $253.20M)AEVA TECHNOLOGIES INC 10,379,304 shares (about $40.79M)Full Truck Alliance 5,072,462 shares (about $36.88M)ProShares Bitcoin Strategy ETF 773,865 shares (about $25.00M)SentinelOne 838,818 shares (about $19.55M) Largest Sales this Quarter Advanced Micro Devices 352,217 shares (about $63.57M)Elastic 487,707 shares (about $48.89M)RingCentral 646,780 shares (about $22.47M)Booking 5,773 shares (about $20.94M)Chegg 1,843,567 shares (about $13.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSylebra Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPIImpinj$538,981,9700.0%4,197,35217.9%Computer and TechnologyESTCElastic$355,251,763$48,887,750 ▼-12.1%3,544,01211.8%Business ServicesRNGRingCentral$261,808,387$22,469,137 ▼-7.9%7,536,2238.7%Computer and TechnologyPAYCPaycom Software$253,196,045$253,196,045 ▲New Holding1,272,2788.4%Computer and TechnologyAMDAdvanced Micro Devices$218,199,595$63,571,646 ▼-22.6%1,208,9297.3%Computer and TechnologyPCTPureCycle Technologies$181,582,0520.0%29,193,2566.0%Business ServicesFIVNFive9$145,778,878$2,154,037 ▲1.5%2,347,1084.8%Computer and TechnologySSentinelOne$142,724,263$19,552,848 ▲15.9%6,122,8774.7%Computer and TechnologyPAGSPagSeguro Digital$136,997,822$923,502 ▲0.7%9,593,6854.6%Business ServicesSESEA$98,481,582$18,024,432 ▲22.4%1,833,5803.3%Computer and TechnologyOPENOpendoor Technologies$89,907,539$10,359,331 ▲13.0%29,672,4553.0%Business ServicesEDUNew Oriental Education & Technology Group$62,360,896$10,892,524 ▼-14.9%718,2782.1%Consumer DiscretionaryNUNU$60,305,661$4,115,647 ▲7.3%5,054,9592.0%Business ServicesNVEINuvei$59,765,626$5,383,779 ▼-8.3%1,890,1212.0%Business ServicesCHGGChegg$57,284,158$13,955,802 ▼-19.6%7,567,2601.9%Computer and TechnologyPDDPDD$41,059,733$11,364,716 ▼-21.7%353,2021.4%Retail/WholesaleAEVA TECHNOLOGIES INC$40,790,665$40,790,665 ▲New Holding10,379,3041.4%COM NEWEGHT8X8$38,851,5850.0%14,389,4761.3%Computer and TechnologyYMMFull Truck Alliance$36,876,799$36,876,799 ▲New Holding5,072,4621.2%Business ServicesATATAtour Lifestyle$27,108,434$211,333 ▲0.8%1,511,0610.9%Consumer DiscretionaryBKNGBooking$26,146,131$20,943,751 ▼-44.5%7,2070.9%Retail/WholesaleBITOProShares Bitcoin Strategy ETF$24,995,840$24,995,840 ▲New Holding773,8650.8%ETFBEKEKE$20,697,453$164,238 ▲0.8%1,507,4620.7%FinanceDESPDespegar.com$20,265,634$14,237,938 ▲236.2%1,694,4510.7%TransportationMNSOMINISO Group$19,118,895$19,118,895 ▲New Holding932,6290.6%Retail/WholesaleRNWReNew Energy Global$14,676,918$985,104 ▼-6.3%2,446,1530.5%Oils/EnergyDQDaqo New Energy$13,025,343$13,025,343 ▲New Holding462,7120.4%Basic MaterialsMYTEMYT Netherlands Parent B.V.$12,387,366$133,287 ▲1.1%3,895,3980.4%Retail/WholesaleXMTRXometry$10,881,585$9,897,050 ▲1,005.3%644,2620.4%Industrial ProductsAEVAAeva Technologies$0$39,322,024 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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