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SC

Sylebra Capital Portfolio holdings

AUM $774M
1-Year Est. Return 56.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$774M
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$1.95M

Top Sells

1
+$38.5M
2
+$16.5M
3
+$12.7M
4
NU icon
Nu Holdings
NU
+$10.4M
5
S icon
SentinelOne
S
+$7.69M

Sector Composition

1 Technology 70.92%
2 Industrials 25.69%
3 Consumer Discretionary 2.53%
4 Financials 0.87%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEVA
1
Aeva Technologies
AEVA
$1.62B
$214M 27.6%
16,228,553
PCT icon
2
PureCycle Technologies
PCT
$1.48B
$177M 22.86%
34,077,574
PI icon
3
Impinj
PI
$3.95B
$116M 15.03%
1,132,152
PAYC icon
4
Paycom
PAYC
$6.02B
$83.7M 10.82%
689,045
-287,711
ESTC icon
5
Elastic
ESTC
$6.25B
$70.5M 9.11%
1,409,793
-206,175
S icon
6
SentinelOne
S
$5.15B
$47.9M 6.19%
3,718,309
-553,952
XMTR icon
7
Xometry
XMTR
$4.75B
$21.9M 2.83%
535,624
+127,637
LUXE
8
LuxExperience B.V.
LUXE
$1.09B
$19.5M 2.53%
2,443,053
-478,181
EGHT icon
9
8x8 Inc
EGHT
$256M
$14.8M 1.91%
8,908,503
-2,589,874
NU icon
10
Nu Holdings
NU
$61.8B
$6.7M 0.87%
466,419
-642,804
PTRN
11
Pattern Group Inc
PTRN
$3.39B
$1.97M 0.25%
+158,556
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.55T
– –
-52,658