Sylebra Capital LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), Sylebra Capital LLC reported 30 stock positions worth $2.7 billion. Its top holding was Impinj (PI) at 18.6% of the portfolio, followed by Elastic (ESTC, 13.9%) and Paycom Software (PAYC, 10.4%). Compared with Q1 2024, it opened 4 new positions, sold out of 3, added to 8 and reduced 11. The biggest buy was a new position in Carvana (CVNA) and the biggest sale Advanced Micro Devices (AMD, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0002003074
- Portfolio Value
- $2.7B (Q2 2024)
- SEC Filing
- 0001085146-24-004017 ↗ filed Aug 15, 2024
Holdings Value
Holdings 30 stocks · $2.7B
| PI Impinj Inc. | 18.59% | 3,197,352 | $501.2M | Reduce -23.8% |
| ESTC Elastic NV | 13.91% | 3,293,576 | $375.2M | Reduce -7.1% |
| PAYC Paycom Software Inc. | 10.38% | 1,957,468 | $280.0M | Add +53.9% |
| RNG Ringcentral Inc. Class A | 7.88% | 7,536,223 | $212.5M | No change |
| PCT Purecycle Technologies Inc. | 6.41% | 29,193,256 | $172.8M | No change |
| S Sentinelone Inc. Class A | 5.28% | 6,765,974 | $142.4M | Add +10.5% |
| FIVN FIVE9 Inc. | 4.93% | 3,013,789 | $132.9M | Add +28.4% |
| PAGS Pagseguro Digital Ltd. Class A | 3.78% | 8,710,296 | $101.8M | Reduce -9.2% |
| AMD Advanced Micro Devices | 3.45% | 573,444 | $93.0M | Reduce -52.6% |
| CVNA Carvana Co. | 2.51% | 525,839 | $67.7M | New |
| YMM Full Truck Alliance -SPN ADR | 2.39% | 8,011,918 | $64.4M | Add +58.0% |
| EDU New Oriental Educatio-SP ADR | 2.05% | 711,333 | $55.3M | Reduce -1.0% |
| OPEN Opendoor Technologies Inc. | 1.87% | 27,359,931 | $50.3M | Reduce -7.8% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.70% | 3,563,651 | $45.9M | Reduce -29.5% |
| DESP Despegar.com Corp. | 1.43% | 2,923,275 | $38.7M | Add +72.5% |
| SE Sea Ltd.-ADR | 1.38% | 522,777 | $37.3M | Reduce -71.5% |
| RUN Sunrun Inc. | 1.31% | 2,983,757 | $35.4M | New |
| MNSO Miniso Group Holding Ltd.-ADR | 1.29% | 1,831,002 | $34.9M | Add +96.3% |
| EGHT 8X8 Inc. | 1.18% | 14,389,476 | $31.9M | No change |
| NOVAQ Sunnova Energy International | 1.14% | 5,516,649 | $30.8M | New |
| ATAT Atour Lifestyle Holdings-ADR | 1.03% | 1,511,061 | $27.7M | No change |
| AEVA Aeva Technologies Inc. | 0.97% | 10,379,304 | $26.2M | No change |
| PDD PDD Holdings Inc. | 0.79% | 159,955 | $21.3M | Reduce -54.7% |
| LUXE Luxexperience BV filed as MYT NETHERLANDS PARENT B V | 0.74% | 3,895,398 | $19.9M | No change |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.66% | 1,254,188 | $17.7M | Reduce -16.8% |
| XMTR Xometry Inc. Class A | 0.65% | 1,508,716 | $17.4M | Add +134.2% |
| BITO Proshares Bitcoin ETF-Usd | 0.65% | 773,865 | $17.4M | No change |
| CHGG Chegg Inc. | 0.64% | 5,444,087 | $17.2M | Reduce -28.1% |
| DQ Daqo New Energy Corp.-ADR | 0.51% | 943,692 | $13.8M | Add +104.0% |
| DLO Dlocal Ltd. | 0.50% | 1,676,812 | $13.6M | New |
Portfolio Sells Q1 2024 → Q2 2024
| AMD Advanced Micro Devices | Reduce -52.6% | 3.45% | −3.80 |
| NVEI Nuvei Corp.-Subordinate VTG | Sold out | 0.00% | −1.99 |
| SE Sea Ltd.-ADR | Reduce -71.5% | 1.38% | −1.89 |
| CHGG Chegg Inc. | Reduce -28.1% | 0.64% | −1.27 |
| OPEN Opendoor Technologies Inc. | Reduce -7.8% | 1.87% | −1.12 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.87 |
| PAGS Pagseguro Digital Ltd. Class A | Reduce -9.2% | 3.78% | −0.78 |
| PDD PDD Holdings Inc. | Reduce -54.7% | 0.79% | −0.58 |
| RNW Renew Energy Global PLC-A | Sold out | 0.00% | −0.49 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -29.5% | 1.70% | −0.30 |
| BEKE Ke Holdings Inc.-ADR | Reduce -16.8% | 0.66% | −0.03 |
| EDU New Oriental Educatio-SP ADR | Reduce -1.0% | 2.05% | −0.02 |
| PI Impinj Inc. | Reduce -23.8% | 18.59% | +0.68 |
| ESTC Elastic NV | Reduce -7.1% | 13.91% | +2.11 |
Portfolio Buys Q1 2024 → Q2 2024
| CVNA Carvana Co. | New | 2.51% | +2.51 |
| PAYC Paycom Software Inc. | Add +53.9% | 10.38% | +1.97 |
| RUN Sunrun Inc. | New | 1.31% | +1.31 |
| YMM Full Truck Alliance -SPN ADR | Add +58.0% | 2.39% | +1.16 |
| NOVAQ Sunnova Energy International | New | 1.14% | +1.14 |
| DESP Despegar.com Corp. | Add +72.5% | 1.43% | +0.76 |
| MNSO Miniso Group Holding Ltd.-ADR | Add +96.3% | 1.29% | +0.66 |
| S Sentinelone Inc. Class A | Add +10.5% | 5.28% | +0.54 |
| DLO Dlocal Ltd. | New | 0.50% | +0.50 |
| XMTR Xometry Inc. Class A | Add +134.2% | 0.65% | +0.29 |
| FIVN FIVE9 Inc. | Add +28.4% | 4.93% | +0.08 |
| DQ Daqo New Energy Corp.-ADR | Add +104.0% | 0.51% | +0.08 |
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 |