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SYLEBRA CAPITAL LLC

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13F filer, CIK 2003074, PALO ALTO, CA

SYLEBRA CAPITAL LLC reported $2,668,821,867 across 26 holdings for the quarter ended 2024-12-31, in a 13F-HR/A filed 2025-03-03. Its ten largest share positions make up 81.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001085146-25-001782

Period
2024-12-31
Reported value
$2.67B
Holdings
26
Top 10 weight
81.96%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RUNadded+3,699,405$34.2M
Sadded+564,327$12.5M
FLUTnew+21,964$5.68M
XMTRadded+37,883$1.62M
LUXEadded+41,624$296K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PIreduced-1,068,092-$155M
OPENreduced-19,146,901-$30.6M
MNSOreduced-641,295-$15.3M
DQexited-719,941-$14.7M
NUreduced-1,209,468-$12.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR/A 0001085146-25-001782, largest first. % of portfolio is the value over $2,668,821,867, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962,468 shares; 2024Q4: 1,962,468 shares 1,962,468$402M15.07%0Timeline
PCTPURECYCLE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,457,649 shares; 2024Q4: 33,457,649 shares 33,457,649$343M12.85%0Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,197,352 shares; 2024Q4: 2,129,260 shares 2,129,260$309M11.59%-1,068,092Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804,620 shares; 2024Q4: 2,804,620 shares 2,804,620$278M10.41%0Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,536,223 shares; 2024Q4: 7,536,223 shares 7,536,223$264M9.89%0Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,048,954 shares; 2024Q4: 9,613,281 shares 9,613,281$213M8%+564,327Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146,888 shares; 2024Q4: 1,104,497 shares 1,104,497$133M5%-42,391Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349,282 shares; 2024Q4: 2,353,814 shares 2,353,814$95.7M3.58%+4,532Timeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796,867 shares; 2024Q4: 1,834,750 shares 1,834,750$78.3M2.93%+37,883Timeline
YMMFULL TRUCK ALLIANCE CO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,509,215 shares; 2024Q4: 6,509,215 shares 6,509,215$70.4M2.64%0Timeline
RUNSUNRUN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,983,757 shares; 2024Q4: 6,683,162 shares 6,683,162$61.8M2.32%+3,699,405Timeline
DESPEGAR COM CORPDESPEGAR COM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,923,275 shares; 2024Q4: 2,931,213 shares 2,931,213$56.4M2.11%+7,938
AEVAAEVA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,379,304 shares; 2024Q4: 10,379,304 shares 10,379,304$49.3M1.85%0Timeline
PAGSPAGSEGURO DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,935,499 shares; 2024Q4: 7,623,952 shares 7,623,952$47.7M1.79%-311,547Timeline
NOVAQSUNNOVA ENERGY INTERNATIONAL IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,443,048 shares; 2024Q4: 12,116,510 shares 12,116,510$41.6M1.56%-326,538Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,166 shares; 2024Q4: 399,695 shares 399,695$38.8M1.45%-92,471Timeline
EGHT8X8 INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,389,476 shares; 2024Q4: 14,389,476 shares 14,389,476$38.4M1.44%0Timeline
LUXELUXEXPERIENCE BVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895,398 shares; 2024Q4: 3,937,022 shares 3,937,022$28M1.05%+41,624Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563,651 shares; 2024Q4: 2,354,183 shares 2,354,183$24.4M0.91%-1,209,468Timeline
BEKEKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,247,713 shares; 2024Q4: 1,128,557 shares 1,128,557$20.8M0.78%-119,156Timeline
ATATATOUR LIFESTYLE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,111,724 shares; 2024Q4: 758,245 shares 758,245$20.4M0.76%-353,479Timeline
MNSOMINISO GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467,035 shares; 2024Q4: 825,740 shares 825,740$19.7M0.74%-641,295Timeline
EDUNEW ORIENTAL ED & TECHNOLOGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,845 shares; 2024Q4: 201,873 shares 201,873$13M0.49%-164,972Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,048 shares; 2024Q4: 121,214 shares 121,214$12.9M0.48%-114,834Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,964 shares 21,964$5.68M0.21%newTimeline
OPENOPENDOOR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,814,314 shares; 2024Q4: 1,667,413 shares 1,667,413$2.67M0.1%-19,146,901Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DQDAQO NEW ENERGY CORP719,941$14.7Mshares
DLODLOCAL LTD880,283$7.04Mshares
CHGGCHEGG INC2,175,856$3.85Mshares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-001739 superseded2025-02-18acceptance time not in the bulk data set
13F-HR/A 0001085146-25-001782 baserestatement2025-03-03acceptance time not in the bulk data set