SYLEBRA CAPITAL LLC
CIK: 0002003074SEC EDGAR →
Portfolio Value
$1.2B
Holdings
11
As of
Q4 2025
New Positions
0
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PURECYCLE TECHNOLOGIES INC | 34,077,574 | $292.7M | 25.38% |
| 2 | AEVA TECHNOLOGIES INC | 16,228,553 | $215.5M | 18.69% |
| 3 | IMPINJ INC | 1,132,152 | $197.0M | 17.08% |
| 4 | PAYCOM SOFTWARE INC | 976,756 | $155.7M | 13.50% |
| 5 | ELASTIC N V | 1,615,968 | $121.9M | 10.57% |
| 6 | SENTINELONE INC | 4,272,261 | $64.1M | 5.56% |
| 7 | LUXEXPERIENCE BV | 2,921,234 | $24.4M | 2.12% |
| 8 | XOMETRY INC | 407,987 | $24.3M | 2.10% |
| 9 | 8X8 INC NEW | 11,498,377 | $22.7M | 1.96% |
| 10 | NU HLDGS LTD | 1,109,223 | $18.6M | 1.61% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 5 | $561.3M | 48.7% |
| Industrials | 2 | $317.0M | 27.5% |
| Consumer Cyclical | 2 | $239.9M | 20.8% |
| Financial Services | 1 | $18.6M | 1.6% |
| Communication Services | 1 | $16.5M | 1.4% |