Institutions / Sylebra Capital Ltd
Sylebra Capital Ltd
CIK 1627436 · Institutionalso an insider · as of Sep 30, 2021
Portfolio value
$4.44B
Positions
25
As of
Sep 30, 2021
Portfolio trend
Portfolio value
$4.44B+10.2%Positions
25+8.7%Top holdings
Sep 30, 2021
| Company | Value | % of portfolio |
|---|---|---|
| Elastic N.V. | $675.82M | 15.2% |
| Advanced Micro Devices Inc | $503.39M | 11.3% |
| PagSeguro Digital Ltd | $490.44M | 11.0% |
| Opendoor Technologies Inc. | $401.52M | 9.0% |
| 8X8 Inc /De | $318.31M | 7.2% |
| Everbridge Inc | $303.28M | 6.8% |
| Impinj Inc | $251.22M | 5.7% |
| PureCycle Technologies, Inc. | $236.21M | 5.3% |
| Aeva Technologies, Inc. | $206.83M | 4.7% |
| Lattice Semiconductor Corp | $131.90M | 3.0% |
| Freyr Battery | $122.58M | 2.8% |
| MYT Netherlands Parent B.V.LUXE | $94.72M | 2.1% |
| Huang ZhengPDD | $91.41M | 2.1% |
| Chegg, Inc | $77.84M | 1.8% |
| Docusign, Inc. | $76.15M | 1.7% |
| Enphase Energy, Inc. | $75.07M | 1.7% |
| TaskUs, Inc. | $71.07M | 1.6% |
| Zoom Video Communications, Inc. | $65.53M | 1.5% |
| Chindata Group Hldgs Ltd | $60.59M | 1.4% |
| ReNew Energy Global plc | $56.56M | 1.3% |
| Sunnova Energy International Inc. | $36.29M | 0.8% |
| Futu Holdings LtdFUTU | $35.42M | 0.8% |
| Zhihu Inc | $28.60M | 0.6% |
| RingCentral, Inc. | $20.97M | 0.5% |
| Origin Materials, Inc. | $10.21M | 0.2% |
Activity
Sep 30, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 4 quarters of holdings.
Insider transactions
Also trades as an insider
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Nov 16, 2021 | Sell Open-market sale | PI Impinj Inc Common Stock | $78.25M | -1.0M -22.74% | 3,397,337 11.12% of shares | high |