SYLEBRA CAPITAL LTD

PrivateCIK: 1627436
Location

HONG KONG, K3

20
Positions
$1.88B
Total AUM (reported)
148.35M
Total Shares

Allocation by class

TOTAL AUM$1.88B20 positions
COM$969.25M51.5%
ORD SHS$318.82M16.9%
CL A$307.44M16.3%
SPONSORED ADS$107.25M5.7%
COM CL A$80.03M4.3%
SPON ADR$63.93M3.4%
CL A SHS$13.96M0.7%

Portfolio Concentration

Top 341.9%4–1041.9%11–2516.2%TOP 1083.8%0%100%
Top 3$788.85M41.9%
4–10$788.27M41.9%
11–25$304.65M16.2%

Top 3 weight

41.9%

Top 10 weight

83.8%

Voting Authority Distribution

Total shares with voting rights: 148.35M

Sole

Full voting authority

148.35M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:

ELASTIC N V

SOLE
ORD SHS
Shares3.92M
TypeSH
Market value$318.82M
16.94%
Sole
3.92M
Shared
0.00
None
0.00

RINGCENTRAL INC

SOLE
CL A
Shares8.18M
TypeSH
Market value$242.46M
12.88%
Sole
8.18M
Shared
0.00
None
0.00

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares2.21M
TypeSH
Market value$227.57M
12.09%
Sole
2.21M
Shared
0.00
None
0.00

IMPINJ INC

SOLE
COM
Shares3.95M
TypeSH
Market value$217.29M
11.55%
Sole
3.95M
Shared
0.00
None
0.00

PURECYCLE TECHNOLOGIES INC

SOLE
COM
Shares29.19M
TypeSH
Market value$163.77M
8.70%
Sole
29.19M
Shared
0.00
None
0.00

FIVE9 INC

SOLE
COM
Shares2.01M
TypeSH
Market value$129.47M
6.88%
Sole
2.01M
Shared
0.00
None
0.00

PAGSEGURO DIGITAL LTD

SOLE
COM CL A
Shares9.29M
TypeSH
Market value$80.03M
4.25%
Sole
9.29M
Shared
0.00
None
0.00

OPENDOOR TECHNOLOGIES INC

SOLE
COM
Shares26.06M
TypeSH
Market value$68.80M
3.66%
Sole
26.06M
Shared
0.00
None
0.00

SENTINELONE INC

SOLE
CL A
Shares3.85M
TypeSH
Market value$64.98M
3.45%
Sole
3.85M
Shared
0.00
None
0.00

NEW ORIENTAL ED & TECHNOLOGY

SOLE
SPON ADR
Shares1.09M
TypeSH
Market value$63.93M
3.40%
Sole
1.09M
Shared
0.00
None
0.00

PDD HOLDINGS INC

SOLE
SPONSORED ADS
Shares636.72K
TypeSH
Market value$62.44M
3.32%
Sole
636.72K
Shared
0.00
None
0.00

CHEGG INC

SOLE
COM
Shares6.87M
TypeSH
Market value$61.29M
3.26%
Sole
6.87M
Shared
0.00
None
0.00

BOOKING HOLDINGS INC

SOLE
COM
Shares14.29K
TypeSH
Market value$44.08M
2.34%
Sole
14.29K
Shared
0.00
None
0.00

8X8 INC NEW

SOLE
COM
Shares14.39M
TypeSH
Market value$36.26M
1.93%
Sole
14.39M
Shared
0.00
None
0.00

KE HLDGS INC

SOLE
SPONSORED ADS
Shares1.46M
TypeSH
Market value$22.73M
1.21%
Sole
1.46M
Shared
0.00
None
0.00

ATOUR LIFESTYLE HLDGS LTD

SOLE
SPONSORED ADS
Shares1.17M
TypeSH
Market value$22.07M
1.17%
Sole
1.17M
Shared
0.00
None
0.00

AEVA TECHNOLOGIES INC

SOLE
COM
Shares27.10M
TypeSH
Market value$20.73M
1.10%
Sole
27.10M
Shared
0.00
None
0.00

RENEW ENERGY GLOBAL PLC

SOLE
CL A SHS
Shares2.57M
TypeSH
Market value$13.96M
0.74%
Sole
2.57M
Shared
0.00
None
0.00

MYT NETHERLANDS PARENT B V

SOLE
ADS
Shares3.82M
TypeSH
Market value$12.98M
0.69%
Sole
3.82M
Shared
0.00
None
0.00

NUVEI CORPORATION

SOLE
SUB VTG SHS
Shares539.66K
TypeSH
Market value$8.09M
0.43%
Sole
539.66K
Shared
0.00
None
0.00