SEC 13F Intelligence

Sylebra Capital Ltd / PI

Sylebra Capital Ltd’s Impinj Inc Position

Does Sylebra Capital Ltd own Impinj Inc (PI)? Yes — 3.95M shares worth $217M (+11.55% of its 13F portfolio) as of Q3 2023, up from 2.85M shares the prior filed quarter.

Position Value
$217M
Q3 2023
Shares
3.95M
% of Portfolio
+11.55%
Quarters Held
20
currently held

Position History PI

Reported value by quarter
Q4 ’18: $62MQ4 ’18Q1 ’19: $71MQ2 ’19: $121MQ3 ’19: $130MQ3 ’19Q4 ’19: $109MQ1 ’20: $73MQ2 ’20: $121MQ2 ’20Q3 ’20: $116MQ4 ’20: $184MQ1 ’21: $250MQ1 ’21Q2 ’21: $227MQ3 ’21: $251MQ4 ’21: $301MQ4 ’21Q1 ’22: $216MQ2 ’22: $199MQ3 ’22: $272MQ3 ’22Q4 ’22: $299MQ1 ’23: $386MQ2 ’23: $255MQ2 ’23Q3 ’23: $217Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20233.95M$217M+11.55%
Q2 20232.85M$255M+10.48%
Q1 20232.85M$386M+17.18%
Q4 20222.74M$299M+16.84%
Q3 20223.40M$272M+13.46%
Q2 20223.40M$199M+11.20%
Q1 20223.40M$216M+9.30%
Q4 20213.40M$301M+9.72%
Q3 20214.40M$251M+5.66%
Q2 20214.40M$227M+5.63%
Q1 20214.40M$250M+6.46%
Q4 20204.40M$184M+4.67%
Q3 20204.40M$116M+3.56%
Q2 20204.40M$121M+3.76%
Q1 20204.40M$73M+3.01%
Q4 20194.23M$109M+4.30%
Q3 20194.23M$130M+5.70%
Q2 20194.23M$121M+5.61%
Q1 20194.23M$71M+4.18%
Q4 20184.23M$62M+4.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sylebra Capital Ltd’s full portfolio or all institutional holders of PI.