Sylebra Capital Ltd 13F 持仓 · 最近申报 2023年Q3
Sylebra Capital 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 20 只证券，申报市值合计 18.82 亿美元。前几大持仓：ESTC（16.94%）、RNG（12.88%）、AMD（12.09%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 9 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ESTC | ELASTIC N V | $318.8M | 16.94% | 3.9M | 减持 |
| 2 | RNG | RINGCENTRAL INC | $242.5M | 12.88% | 8.2M | 增持 |
| 3 | AMD | ADVANCED MICRO DEVICES INC | $227.6M | 12.09% | 2.2M | 减持 |
| 4 | PI | IMPINJ INC | $217.3M | 11.55% | 3.9M | 增持 |
| 5 | PCT | PURECYCLE TECHNOLOGIES INC | $163.8M | 8.70% | 29.2M | 持平 |
| 6 | FIVN | FIVE9 INC | $129.5M | 6.88% | 2.0M | 减持 |
| 7 | PAGS | PAGSEGURO DIGITAL LTD | $80.0M | 4.25% | 9.3M | 减持 |
| 8 | OPEN | OPENDOOR TECHNOLOGIES INC | $68.8M | 3.66% | 26.1M | 减持 |
| 9 | S | SENTINELONE INC | $65.0M | 3.45% | 3.9M | 减持 |
| 10 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $63.9M | 3.40% | 1.1M | 减持 |
| 11 | PDD | PDD HOLDINGS INC | $62.4M | 3.32% | 636,721 | 增持 |
| 12 | CHGG | CHEGG INC | $61.3M | 3.26% | 6.9M | 减持 |
| 13 | BKNG | BOOKING HOLDINGS INC | $44.1M | 2.34% | 14,294 | 减持 |
| 14 | EGHT | 8X8 INC NEW | $36.3M | 1.93% | 14.4M | 持平 |
| 15 | BEKE | KE HLDGS INC | $22.7M | 1.21% | 1.5M | 增持 |
| 16 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $22.1M | 1.17% | 1.2M | 增持 |
| 17 | AEVA | AEVA TECHNOLOGIES INC | $20.7M | 1.10% | 27.1M | 持平 |
| 18 | RNW | RENEW ENERGY GLOBAL PLC | $14.0M | 0.74% | 2.6M | 增持 |
| 19 | LUXE | MYT NETHERLANDS PARENT B V | $13.0M | 0.69% | 3.8M | 增持 |
| 20 | NVEI | NUVEI CORPORATION | $8.1M | 0.43% | 539,665 | 新建仓 |
| 21 | CD | CHINDATA GROUP HLDGS LTD | $0 | 0.00% | 0 | 清仓 |
| 22 | FOUR | SHIFT4 PMTS INC | $0 | 0.00% | 0 | 清仓 |
| 23 | TASK | TASKUS INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR