Sylebra Capital LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 15, 2024), Sylebra Capital LLC reported 28 stock positions worth $3.0 billion. Its top holding was Impinj (PI) at 22.9% of the portfolio, followed by Paycom Software (PAYC, 10.8%) and Purecycle Technologies (PCT, 10.5%). Compared with Q2 2024, it sold out of 2, added to 7 and reduced 13. The biggest buy was Purecycle Technologies (PCT, shares +15%) and the biggest sale Elastic (ESTC, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0002003074
- Portfolio Value
- $3.0B (Q3 2024)
- SEC Filing
- 0001085146-24-005980 ↗ filed Nov 15, 2024
Holdings Value
Holdings 28 stocks · $3.0B
| PI Impinj Inc. | 22.89% | 3,197,352 | $692.3M | No change |
| PAYC Paycom Software Inc. | 10.81% | 1,962,468 | $326.9M | Add +0.3% |
| PCT Purecycle Technologies Inc. | 10.51% | 33,457,649 | $317.8M | Add +14.6% |
| RNG Ringcentral Inc. Class A | 7.88% | 7,536,223 | $238.4M | No change |
| S Sentinelone Inc. Class A | 7.16% | 9,048,954 | $216.5M | Add +33.7% |
| ESTC Elastic NV | 7.12% | 2,804,620 | $215.3M | Reduce -14.8% |
| AMD Advanced Micro Devices | 6.22% | 1,146,888 | $188.2M | Add +100.0% |
| NOVAQ Sunnova Energy International | 4.01% | 12,443,048 | $121.2M | Add +125.5% |
| PAGS Pagseguro Digital Ltd. Class A | 2.26% | 7,935,499 | $68.3M | Reduce -8.9% |
| FIVN FIVE9 Inc. | 2.23% | 2,349,282 | $67.5M | Reduce -22.1% |
| PDD PDD Holdings Inc. | 2.19% | 492,166 | $66.3M | Add +207.7% |
| YMM Full Truck Alliance -SPN ADR | 1.94% | 6,509,215 | $58.6M | Reduce -18.8% |
| RUN Sunrun Inc. | 1.78% | 2,983,757 | $53.9M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.61% | 3,563,651 | $48.6M | No change |
| OPEN Opendoor Technologies Inc. | 1.38% | 20,814,314 | $41.6M | Reduce -23.9% |
| DESP Despegar.com Corp. | 1.20% | 2,923,275 | $36.2M | No change |
| AEVA Aeva Technologies Inc. | 1.13% | 10,379,304 | $34.1M | No change |
| XMTR Xometry Inc. Class A | 1.09% | 1,796,867 | $33.0M | Add +19.1% |
| EGHT 8X8 Inc. | 0.97% | 14,389,476 | $29.4M | No change |
| ATAT Atour Lifestyle Holdings-ADR | 0.95% | 1,111,724 | $28.8M | Reduce -26.4% |
| EDU New Oriental Educatio-SP ADR | 0.92% | 366,845 | $27.8M | Reduce -48.4% |
| MNSO Miniso Group Holding Ltd.-ADR | 0.85% | 1,467,035 | $25.7M | Reduce -19.9% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 0.82% | 1,247,713 | $24.8M | Reduce -0.5% |
| SE Sea Ltd.-ADR | 0.74% | 236,048 | $22.3M | Reduce -54.9% |
| LUXE Luxexperience BV filed as MYT NETHERLANDS PARENT B V | 0.49% | 3,895,398 | $14.8M | No change |
| DQ Daqo New Energy Corp.-ADR | 0.48% | 719,941 | $14.7M | Reduce -23.7% |
| DLO Dlocal Ltd. | 0.23% | 880,283 | $7.0M | Reduce -47.5% |
| CHGG Chegg Inc. | 0.13% | 2,175,856 | $3.9M | Reduce -60.0% |
Portfolio Sells Q2 2024 → Q3 2024
| ESTC Elastic NV | Reduce -14.8% | 7.12% | −6.79 |
| FIVN FIVE9 Inc. | Reduce -22.1% | 2.23% | −2.70 |
| CVNA Carvana Co. | Sold out | 0.00% | −2.51 |
| PAGS Pagseguro Digital Ltd. Class A | Reduce -8.9% | 2.26% | −1.52 |
| EDU New Oriental Educatio-SP ADR | Reduce -48.4% | 0.92% | −1.13 |
| SE Sea Ltd.-ADR | Reduce -54.9% | 0.74% | −0.65 |
| BITO Proshares Bitcoin ETF-Usd | Sold out | 0.00% | −0.65 |
| CHGG Chegg Inc. | Reduce -60.0% | 0.13% | −0.51 |
| OPEN Opendoor Technologies Inc. | Reduce -23.9% | 1.38% | −0.49 |
| YMM Full Truck Alliance -SPN ADR | Reduce -18.8% | 1.94% | −0.45 |
| MNSO Miniso Group Holding Ltd.-ADR | Reduce -19.9% | 0.85% | −0.44 |
| DLO Dlocal Ltd. | Reduce -47.5% | 0.23% | −0.27 |
| ATAT Atour Lifestyle Holdings-ADR | Reduce -26.4% | 0.95% | −0.07 |
| DQ Daqo New Energy Corp.-ADR | Reduce -23.7% | 0.48% | −0.03 |
| BEKE Ke Holdings Inc.-ADR | Reduce -0.5% | 0.82% | +0.16 |
Portfolio Buys Q2 2024 → Q3 2024
| PCT Purecycle Technologies Inc. | Add +14.6% | 10.51% | +4.10 |
| NOVAQ Sunnova Energy International | Add +125.5% | 4.01% | +2.87 |
| AMD Advanced Micro Devices | Add +100.0% | 6.22% | +2.77 |
| S Sentinelone Inc. Class A | Add +33.7% | 7.16% | +1.88 |
| PDD PDD Holdings Inc. | Add +207.7% | 2.19% | +1.41 |
| XMTR Xometry Inc. Class A | Add +19.1% | 1.09% | +0.44 |
| PAYC Paycom Software Inc. | Add +0.3% | 10.81% | +0.43 |
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 |