Sylebra Capital LLC Portfolio Holdings by Sector
Sylebra Capital LLC
- $2.7 Trillion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
ESTC PAYC RNG YMM 4 stocks |
$932 Million
35.27% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
PI 1 stocks |
$501 Million
18.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
S FIVN PAGS DLO 4 stocks |
$391 Million
14.78% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
PCT 1 stocks |
$173 Million
6.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CVNA SE PDD 3 stocks |
$126 Million
4.78% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AMD 1 stocks |
$93 Million
3.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
EDU CHGG 2 stocks |
$72.5 Million
2.74% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN BEKE 2 stocks |
$68.1 Million
2.58% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
RUN NOVA 2 stocks |
$66.2 Million
2.5% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$45.9 Million
1.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
DESP 1 stocks |
$38.7 Million
1.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
MNSO 1 stocks |
$34.9 Million
1.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diversified Communication Services | Technology
EGHT 1 stocks |
$31.9 Million
1.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
MYTE 1 stocks |
$19.9 Million
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XMTR 1 stocks |
$17.4 Million
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
BITO 1 stocks |
$17.4 Million
0.66% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
DQ 1 stocks |
$13.8 Million
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|