Sylebra Capital Ltd

HONG KONG, K3 · CIK 1627436 · 13F filing filed 2023-11-15

Exempt reporting adviser since 2022 · corporation

Main officeWan Chai
Websitesylebra.com
Form ADV · 2026-03-11SEC adviser record

Legal entitySylebra Capital Limited (HK)

$1.9bn reported value -22.8% vs Q2 2023

20positions

83.8%in top 10

1 new 7 added 9 reduced 3 sold out vs Q2 2023

Holdings, Q3 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ELASTIC N V ORD SHS ESTC	ESTC	3,924,450	$318.8m16.94%	16.94%	Reduced -666.2k	-666,160 -14.5%
2	RINGCENTRAL INC CL A RNG	RNG	8,183,003	$242.5m12.88%	12.88%	Added +19.3k	+19,323 0.2%
3	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,213,249	$227.6m12.09%	12.09%	Reduced -317.4k	-317,392 -12.5%
4	IMPINJ INC COM PI	PI	3,948,566	$217.3m11.55%	11.55%	Added +1.1m	+1,100,481 38.6%
5	PURECYCLE TECHNOLOGIES INC COM PCT	PCT	29,193,256	$163.8m8.70%	8.70%	Unchanged
6	FIVE9 INC COM FIVN	FIVN	2,013,488	$129.5m6.88%	6.88%	Reduced -542.3k	-542,320 -21.2%
7	PAGSEGURO DIGITAL LTD COM CL A PAGS	PAGS	9,294,825	$80.0m4.25%	4.25%	Reduced -2.3m	-2,253,829 -19.5%
8	OPENDOOR TECHNOLOGIES INC COM OPEN	OPEN	26,059,261	$68.8m3.66%	3.66%	Reduced -6.7m	-6,675,849 -20.4%
9	SENTINELONE INC CL A S	S	3,854,156	$65.0m3.45%	3.45%	Reduced -4.3m	-4,267,737 -52.5%
10	NEW ORIENTAL ED & TECHNOLOGY SPON ADR EDU	EDU	1,091,965	$63.9m3.40%	3.40%	Reduced -199.6k	-199,639 -15.5%
11	PDD HOLDINGS INC SPONSORED ADS PDD	PDD	636,721	$62.4m3.32%	3.32%	Added +3.0k	+3,016 0.5%
12	CHEGG INC COM CHGG	CHGG	6,870,589	$61.3m3.26%	3.26%	Reduced -2.1m	-2,097,310 -23.4%
13	BOOKING HOLDINGS INC COM BKNG	BKNG	14,294	$44.1m2.34%	2.34%	Reduced -13.9k	-13,928 -49.4%
14	8X8 INC NEW COM EGHT	EGHT	14,389,476	$36.3m1.93%	1.93%	Unchanged
15	KE HLDGS INC SPONSORED ADS BEKE	BEKE	1,464,702	$22.7m1.21%	1.21%	Added +10.0k	+10,030 0.7%
16	ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS ATAT	ATAT	1,170,994	$22.1m1.17%	1.17%	Added +2.8k	+2,809 0.2%
17	AEVA TECHNOLOGIES INC COM COM		27,101,533	$20.7m1.10%	1.10%	Unchanged
18	RENEW ENERGY GLOBAL PLC CL A SHS RNW	RNW	2,571,227	$14.0m0.74%	0.74%	Added +14.8k	+14,846 0.6%
19	LUXEXPERIENCE BV ADS LUXE	LUXE	3,818,293	$13.0m0.69%	0.69%	Added +24.8k	+24,786 0.7%
20	NUVEI CORPORATION SUB VTG SHS NVEI	NVEI	539,665	$8.1m0.43%	0.43%	New

Sold out since Q2 2023

Security	Ticker	Shares held before	Value then
CHINDATA GROUP HLDGS LTD		3,419,594	$24.5m3.4m shares
SHIFT4 PMTS INC FOUR	FOUR	55,384	$3.8m55.4k shares
TASKUS INC TASK	TASK	246,228	$2.8m246.2k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
AEVA TECHNOLOGIES INC 13D · filed 2025-04-03		29.6%		13D	2025-04-03

Trades reported as a company insider in Q3 2023

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2023-08-31	IMPINJ INC Director · See footnote 1) & 2)	PI	Bought	79,370	$5.2m79.4k shares	+2%
2023-08-30	IMPINJ INC Director · See Footnote 1) & 2)	PI	Bought	126,427	$8.0m126.4k shares	+3%
2023-08-29	IMPINJ INC Director · See Footnote 1) & 2)	PI	Bought	28,579	$1.8m28.6k shares	+1%
2023-08-22	IMPINJ INC Director · See Footnote 1) & 2)	PI	Bought	74,771	$4.4m74.8k shares	+2%
2023-08-21	IMPINJ INC Director · See Footnote 1) & 2)	PI	Bought	48,171	$2.8m48.2k shares	+1%
2023-08-16	IMPINJ INC Director · See Footnote (1) and (2)	PI	Bought	190,569	$11.4m190.6k shares	+6%
2023-08-15	IMPINJ INC Director · See Footnote	PI	Bought	225,182	$13.8m225.2k shares	+7%
2023-08-14	IMPINJ INC Director · See Footnote	PI	Bought	63,672	$3.9m63.7k shares	+2%
2023-08-11	IMPINJ INC Director · See Footnote	PI	Bought	263,740	$15.4m263.7k shares	+9%