Sylebra Capital LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 16, 2024), Sylebra Capital LLC reported 29 stock positions worth $3.0 billion. Its top holding was Impinj (PI) at 17.9% of the portfolio, followed by Elastic (ESTC, 11.8%) and Ringcentral Class A (RNG, 8.7%). Compared with Q4 2023, it opened 5 new positions, added to 11 and reduced 9. The biggest buy was a new position in Paycom Software (PAYC) and the biggest sale Elastic (ESTC, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0002003074
- Portfolio Value
- $3.0B (Q1 2024)
- SEC Filing
- 0001085146-24-002651 ↗ filed May 16, 2024
Holdings Value
Holdings 29 stocks · $3.0B
| PI Impinj Inc. | 17.91% | 4,197,352 | $539.0M | No change |
| ESTC Elastic NV | 11.80% | 3,544,012 | $355.3M | Reduce -12.1% |
| RNG Ringcentral Inc. Class A | 8.70% | 7,536,223 | $261.8M | Reduce -7.9% |
| PAYC Paycom Software Inc. | 8.41% | 1,272,278 | $253.2M | New |
| AMD Advanced Micro Devices | 7.25% | 1,208,929 | $218.2M | Reduce -22.6% |
| PCT Purecycle Technologies Inc. | 6.03% | 29,193,256 | $181.6M | No change |
| FIVN FIVE9 Inc. | 4.84% | 2,347,108 | $145.8M | Add +1.5% |
| S Sentinelone Inc. Class A | 4.74% | 6,122,877 | $142.7M | Add +15.9% |
| PAGS Pagseguro Digital Ltd. Class A | 4.55% | 9,593,685 | $137.0M | Add +0.7% |
| SE Sea Ltd.-ADR | 3.27% | 1,833,580 | $98.5M | Add +22.4% |
| OPEN Opendoor Technologies Inc. | 2.99% | 29,672,455 | $89.9M | Add +13.0% |
| EDU New Oriental Educatio-SP ADR | 2.07% | 718,278 | $62.4M | Reduce -14.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.00% | 5,054,959 | $60.3M | Add +7.3% |
| NVEI Nuvei Corp.-Subordinate VTG | 1.99% | 1,890,121 | $59.8M | Reduce -8.3% |
| CHGG Chegg Inc. | 1.90% | 7,567,260 | $57.3M | Reduce -19.6% |
| PDD PDD Holdings Inc. | 1.36% | 353,202 | $41.1M | Reduce -21.7% |
| AEVA Aeva Technologies Inc. | 1.36% | 10,379,304 | $40.8M | No change |
| EGHT 8X8 Inc. | 1.29% | 14,389,476 | $38.9M | No change |
| YMM Full Truck Alliance -SPN ADR | 1.23% | 5,072,462 | $36.9M | New |
| ATAT Atour Lifestyle Holdings-ADR | 0.90% | 1,511,061 | $27.1M | Add +0.8% |
| BKNG Booking Holdings Inc. | 0.87% | 7,207 | $26.1M | Reduce -44.5% |
| BITO Proshares Bitcoin ETF-Usd | 0.83% | 773,865 | $25.0M | New |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.69% | 1,507,462 | $20.7M | Add +0.8% |
| DESP Despegar.com Corp. | 0.67% | 1,694,451 | $20.3M | Add +236.2% |
| MNSO Miniso Group Holding Ltd.-ADR | 0.64% | 932,629 | $19.1M | New |
| RNW Renew Energy Global PLC-A | 0.49% | 2,446,153 | $14.7M | Reduce -6.3% |
| DQ Daqo New Energy Corp.-ADR | 0.43% | 462,712 | $13.0M | New |
| LUXE Luxexperience BV filed as MYT NETHERLANDS PARENT B V | 0.41% | 3,895,398 | $12.4M | Add +1.1% |
| XMTR Xometry Inc. Class A | 0.36% | 644,262 | $10.9M | Add +1005.3% |
Portfolio Sells Q4 2023 → Q1 2024
| ESTC Elastic NV | Reduce -12.1% | 11.80% | −5.41 |
| CHGG Chegg Inc. | Reduce -19.6% | 1.90% | −2.15 |
| RNG Ringcentral Inc. Class A | Reduce -7.9% | 8.70% | −1.82 |
| AMD Advanced Micro Devices | Reduce -22.6% | 7.25% | −1.47 |
| PDD PDD Holdings Inc. | Reduce -21.7% | 1.36% | −1.14 |
| BKNG Booking Holdings Inc. | Reduce -44.5% | 0.87% | −0.88 |
| EDU New Oriental Educatio-SP ADR | Reduce -14.9% | 2.07% | −0.27 |
| RNW Renew Energy Global PLC-A | Reduce -6.3% | 0.49% | −0.27 |
| NVEI Nuvei Corp.-Subordinate VTG | Reduce -8.3% | 1.99% | −0.06 |
Portfolio Buys Q4 2023 → Q1 2024
| PAYC Paycom Software Inc. | New | 8.41% | +8.41 |
| YMM Full Truck Alliance -SPN ADR | New | 1.23% | +1.23 |
| SE Sea Ltd.-ADR | Add +22.4% | 3.27% | +0.97 |
| BITO Proshares Bitcoin ETF-Usd | New | 0.83% | +0.83 |
| MNSO Miniso Group Holding Ltd.-ADR | New | 0.64% | +0.64 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +7.3% | 2.00% | +0.52 |
| DESP Despegar.com Corp. | Add +236.2% | 0.67% | +0.49 |
| DQ Daqo New Energy Corp.-ADR | New | 0.43% | +0.43 |
| XMTR Xometry Inc. Class A | Add +1005.3% | 0.36% | +0.28 |
| PAGS Pagseguro Digital Ltd. Class A | Add +0.7% | 4.55% | +0.05 |
| LUXE Luxexperience BV | Add +1.1% | 0.41% | −0.05 |
| ATAT Atour Lifestyle Holdings-ADR | Add +0.8% | 0.90% | −0.09 |
| BEKE Ke Holdings Inc.-ADR | Add +0.8% | 0.69% | −0.23 |
| S Sentinelone Inc. Class A | Add +15.9% | 4.74% | −0.75 |
| OPEN Opendoor Technologies Inc. | Add +13.0% | 2.99% | −1.47 |
| FIVN FIVE9 Inc. | Add +1.5% | 4.84% | −2.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $944.5M | AEVA, PCT, PI, ESTC, PAYC |
| Q1 2026 | 11 | $773.7M | AEVA, PCT, PI, PAYC, ESTC |
| Q4 2025 | 11 | $1.2B | PCT, AEVA, PI, PAYC, ESTC |
| Q3 2025 | 11 | $1.8B | PCT, PI, PAYC, AEVA, ESTC |
| Q2 2025 | 17 | $2.5B | AEVA, PCT, PAYC, PI, ESTC |
| Q1 2025 | 24 | $2.0B | PAYC, PCT, ESTC, PI, S |
| Q4 2024Amended | 26 | $2.7B | PAYC, PCT, PI, ESTC, RNG |
| Q3 2024 | 28 | $3.0B | PI, PAYC, PCT, RNG, S |
| Q2 2024 | 30 | $2.7B | PI, ESTC, PAYC, RNG, PCT |
| Q1 2024 | 29 | $3.0B | PI, ESTC, RNG, PAYC, AMD |