Sylebra Capital LLC Top Holdings and 13F Report (2024) About Sylebra Capital LLCInvestment ActivitySylebra Capital LLC has $3.02 billion in total holdings as of September 30, 2024.Sylebra Capital LLC owns shares of 28 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.17% of the portfolio was purchased this quarter.About 8.66% of the portfolio was sold this quarter.This quarter, Sylebra Capital LLC has purchased 30 new stocks and bought additional shares in 7 stocks.Sylebra Capital LLC sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Impinj $692,290,655Paycom Software $326,888,295PURECYCLE TECHNOLOGIES INC $317,847,666RingCentral $238,370,733SentinelOne $216,450,980 Largest Purchases this Quarter Advanced Micro Devices 573,444 shares (about $94.09M)Sunnova Energy International 6,926,399 shares (about $67.46M)SentinelOne 2,282,980 shares (about $54.61M)PDD 332,211 shares (about $44.79M)PURECYCLE TECHNOLOGIES INC 4,264,393 shares (about $40.51M) Largest Sales this Quarter Elastic 488,956 shares (about $37.53M)SEA 286,729 shares (about $27.03M)New Oriental Education & Technology Group 344,488 shares (about $26.13M)Five9 664,507 shares (about $19.09M)Full Truck Alliance 1,502,703 shares (about $13.54M) 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$692,290,6550.0%3,197,35222.9%Computer and TechnologyPAYCPaycom Software$326,888,295$832,850 ▲0.3%1,962,46810.8%Computer and TechnologyPURECYCLE TECHNOLOGIES INC$317,847,666$40,511,734 ▲14.6%33,457,64910.5%COMRNGRingCentral$238,370,7330.0%7,536,2237.9%Computer and TechnologySSentinelOne$216,450,980$54,608,882 ▲33.7%9,048,9547.2%Computer and TechnologyESTCElastic$215,282,631$37,532,263 ▼-14.8%2,804,6207.1%Computer and TechnologyAMDAdvanced Micro Devices$188,181,383$94,090,692 ▲100.0%1,146,8886.2%Computer and TechnologyNOVASunnova Energy International$121,195,288$67,463,127 ▲125.6%12,443,0484.0%Oils/EnergyPAGSPagSeguro Digital$68,324,646$6,671,002 ▼-8.9%7,935,4992.3%Business ServicesFIVNFive9$67,494,872$19,091,286 ▼-22.0%2,349,2822.2%Computer and TechnologyPDDPDD$66,348,898$44,785,365 ▲207.7%492,1662.2%Multi-Sector ConglomeratesYMMFull Truck Alliance$58,648,027$13,539,354 ▼-18.8%6,509,2151.9%Business ServicesRUNSunrun$53,886,6510.0%2,983,7571.8%Oils/EnergyNUNU$48,643,8360.0%3,563,6511.6%FinanceOPENOpendoor Technologies$41,628,628$13,091,234 ▼-23.9%20,814,3141.4%Business ServicesDESPDespegar.com$36,248,6100.0%2,923,2751.2%TransportationAEVA TECHNOLOGIES INC$34,147,9100.0%10,379,3041.1%COM NEWXMTRXometry$33,008,447$5,293,334 ▲19.1%1,796,8671.1%Industrial ProductsEGHT8X8$29,354,5310.0%14,389,4761.0%Computer and TechnologyATATAtour Lifestyle$28,838,121$10,358,802 ▼-26.4%1,111,7241.0%Consumer DiscretionaryEDUNew Oriental Education & Technology Group$27,821,525$26,125,970 ▼-48.4%366,8450.9%Consumer DiscretionaryMNSOMINISO Group$25,731,794$6,383,981 ▼-19.9%1,467,0350.9%Retail/WholesaleBEKEKE$24,841,966$128,917 ▼-0.5%1,247,7130.8%FinanceSESEA$22,254,605$27,032,810 ▼-54.8%236,0480.7%Computer and TechnologyMYTEMYT Netherlands Parent B.V.$14,841,4660.0%3,895,3980.5%Retail/WholesaleDQDaqo New Energy$14,665,198$4,557,808 ▼-23.7%719,9410.5%Basic MaterialsDLODLocal$7,042,264$6,372,232 ▼-47.5%880,2830.2%Business ServicesCHGGChegg$3,851,265$5,784,769 ▼-60.0%2,175,8560.1%Computer and TechnologyCVNACarvana$0$67,685,996 ▼-100.0%00.0%Retail/WholesaleBITOProShares Bitcoin ETF$0$17,419,701 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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