SYLEBRA CAPITAL LLC 13F Holdings
CIK 0002003074 · PALO ALTO, CA
As of Sep 30, 2025, SYLEBRA CAPITAL LLC reported 11 positions worth
CIK 0002003074 · PALO ALTO, CA
As of Sep 30, 2025, SYLEBRA CAPITAL LLC reported 11 positions worth
.8B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| PURECYCLE TECHNOLOGIES INC | PCT | Industrials | 34,077,574 | $448.1M | 24.74% |
| IMPINJ INC | PI | Technology | 1,829,260 | $330.6M | 18.26% |
| PAYCOM SOFTWARE INC | PAYC | Technology | 1,352,297 | $281.5M | 15.54% |
| AEVA TECHNOLOGIES INC | AEVA | Consumer Cyclical | 16,228,553 | $235.3M | 12.99% |
| ELASTIC NV | ESTC | Technology | 2,359,673 | 99.4M | 11.01% |
| SENTINELONE INC | S | Technology | 6,615,273 | 16.5M | 6.43% |
| XOMETRY INC | XMTR | Industrials | 1,216,298 | $66.3M | 3.66% |
| NU HOLDINGS LTD | NU | Financial Services | 3,186,526 | $51.0M | 2.82% |
| LUXEXPERIENCE BV | LUXE | Consumer Cyclical | 3,688,354 | $31.4M | 1.73% |
| 8X8 INC NEW | EGHT | Technology | 13,781,823 | $29.2M | 1.61% |
| FIVE9 INC | FIVN | Technology | 905,212 | $21.9M | 1.21% |