Sylebra Capital LLC Top Holdings and 13F Report (2024) → Elon’s New Device is About to Shock the World (From InvestorPlace) (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%Multi-Sector ConglomeratesAEVA 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. 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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