Sylebra-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "RNG",
  "EDU",
  "ATAT",
  "YMM",
  "MNSO",
  "AEVA",
  "PI",
  null,
  "PAGS",
  "EGHT",
  "NU",
  "PCT",
  "FIVN",
  "AMD",
  null,
  "BEKE",
  "PDD",
  "XMTR",
  "ESTC",
  "NOVA",
  "RUN",
  "S",
  "PAYC"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 24
Total Value: 1984781429
Accession Number: 0001085146-25-003360
Form Type: 13F-HR
CIK: sylebra-capital
Manager Name: Sylebra-Capital

Data Enrichment

92% identified

22 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

24 positions • $2.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Paycom Software, Inc.

PAYC|70432V102

Shares:1.5M

Value:$338.6M

% of Portfolio:17.1% ($338.6M/$2.0B)

PureCycle Technologies, Inc.

PCT|74623V103

Shares:34.1M

Value:$235.8M

% of Portfolio:11.9% ($235.8M/$2.0B)

Elastic N.V.

ESTC|N14506104

Shares:2.6M

Value:$227.4M

% of Portfolio:11.5% ($227.4M/$2.0B)

IMPINJ INC

PI|453204109

Shares:2.1M

Value:$193.1M

% of Portfolio:9.7% ($193.1M/$2.0B)

SentinelOne, Inc.

S|81730H109

Shares:10.6M

Value:$192.2M

% of Portfolio:9.7% ($192.2M/$2.0B)

RingCentral, Inc.

RNG|76680R206

Shares:7.5M

Value:$186.6M

% of Portfolio:9.4% ($186.6M/$2.0B)

Aeva Technologies, Inc.

AEVA|00835Q202

Shares:16.2M

Value:$113.6M

% of Portfolio:5.7% ($113.6M/$2.0B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:766.4K

Value:$78.7M

% of Portfolio:4.0% ($78.7M/$2.0B)

Full Truck Alliance Co. Ltd.

YMM|35969L108

Shares:4.1M

Value:$52.9M

% of Portfolio:2.7% ($52.9M/$2.0B)

Sunrun Inc.

RUN|86771W105

Shares:8.3M

Value:$48.5M

% of Portfolio:2.4% ($48.5M/$2.0B)

Xometry, Inc.

XMTR|98423F109

Shares:1.9M

Value:$46.9M

% of Portfolio:2.4% ($46.9M/$2.0B)

PagSeguro Digital Ltd.

PAGS|G68707101

Shares:6.0M

Value:$45.9M

% of Portfolio:2.3% ($45.9M/$2.0B)

Nu Holdings Ltd.

NU|G6683N103

Shares:3.6M

Value:$36.4M

% of Portfolio:1.8% ($36.4M/$2.0B)

8X8 INC /DE/

EGHT|282914100

Shares:14.1M

Value:$28.2M

% of Portfolio:1.4% ($28.2M/$2.0B)

PDD Holdings Inc.

PDD|722304102

Shares:236.6K

Value:$28.0M

% of Portfolio:1.4% ($28.0M/$2.0B)

55406W103

Shares:3.7M

Value:$27.9M

% of Portfolio:1.4% ($27.9M/$2.0B)

Five9, Inc.

FIVN|338307101

Shares:905.2K

Value:$24.6M

% of Portfolio:1.2% ($24.6M/$2.0B)

KE Holdings Inc.

BEKE|482497104

Shares:802.1K

Value:$16.1M

% of Portfolio:0.8% ($16.1M/$2.0B)

Sea Ltd

SE|81141R100

Shares:115.9K

Value:$15.1M

% of Portfolio:0.8% ($15.1M/$2.0B)

Atour Lifestyle Holdings Ltd

ATAT|04965M106

Shares:525.0K

Value:$14.9M

% of Portfolio:0.7% ($14.9M/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Paycom Software, Inc.(PAYCcusip70432V102)	1.5M	QoQ -21.02% (-412.6K) YoY +21.81% (+277.6K)	All Managers (Combined)	$338.6M	17.1% ($338.6M/$2.0B)	QoQ -15.81% (-$63.6M) YoY +33.73% (+$85.4M)
PureCycle Technologies, Inc.(PCTcusip74623V103)	34.1M	QoQ +1.85% (-619.9K) YoY +16.73% (+4.9M)	All Managers (Combined)	$235.8M	11.9% ($235.8M/$2.0B)	QoQ -31.23% (-$107.1M) YoY +29.86% (+$54.2M)
Elastic N.V.(ESTCcusipN14506104)	2.6M	QoQ -8.98% (-252.1K) YoY -27.97% (-991.5K)	All Managers (Combined)	$227.4M	11.5% ($227.4M/$2.0B)	QoQ -18.15% (-$50.4M) YoY -35.97% (-$127.8M)
IMPINJ INC(PIcusip453204109)	2.1M	QoQ 0.00% (-0) YoY -49.27% (-2.1M)	All Managers (Combined)	$193.1M	9.7% ($193.1M/$2.0B)	QoQ -37.56% (-$116.2M) YoY -64.16% (-$345.9M)
SentinelOne, Inc.(Scusip81730H109)	10.6M	QoQ +9.98% (-959.8K) YoY +72.68% (+4.5M)	All Managers (Combined)	$192.2M	9.7% ($192.2M/$2.0B)	QoQ -9.93% (-$21.2M) YoY +34.67% (+$49.5M)
RingCentral, Inc.(RNGcusip76680R206)	7.5M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$186.6M	9.4% ($186.6M/$2.0B)	QoQ -29.27% (-$77.2M) YoY -28.72% (-$75.2M)
Aeva Technologies, Inc.(AEVAcusip00835Q202)	16.2M	QoQ +56.35% (+5.8M) YoY +56.35% (+5.8M)	All Managers (Combined)	$113.6M	5.7% ($113.6M/$2.0B)	QoQ +130.41% (+$64.3M) YoY +178.49% (+$72.8M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	766.4K	QoQ -30.61% (-338.1K) YoY -36.60% (-442.5K)	All Managers (Combined)	$78.7M	4.0% ($78.7M/$2.0B)	QoQ -40.98% (-$54.7M) YoY -63.91% (-$139.5M)
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	4.1M	QoQ -36.34% (-2.4M) YoY -18.30% (-928.7K)	All Managers (Combined)	$52.9M	2.7% ($52.9M/$2.0B)	QoQ -24.86% (-$17.5M) YoY +43.49% (-$16.0M)
Sunrun Inc.(RUNcusip86771W105)	8.3M	QoQ +23.79% (-1.6M) YoY NEW(+8.3M)	All Managers (Combined)	$48.5M	2.4% ($48.5M/$2.0B)	QoQ -21.57% (-$13.3M) YoY NEW(+$48.5M)
Xometry, Inc.(XMTRcusip98423F109)	1.9M	QoQ +2.55% (-46.9K) YoY +192.05% (+1.2M)	All Managers (Combined)	$46.9M	2.4% ($46.9M/$2.0B)	QoQ -40.09% (-$31.4M) YoY +330.91% (+$36.0M)
PagSeguro Digital Ltd.(PAGScusipG68707101)	6.0M	QoQ -21.11% (-1.6M) YoY -37.31% (-3.6M)	All Managers (Combined)	$45.9M	2.3% ($45.9M/$2.0B)	QoQ -3.85% (-$1.8M) YoY -66.50% (-$91.1M)
Nu Holdings Ltd.(NUcusipG6683N103)	3.6M	QoQ +51.03% (+1.2M) YoY -29.66% (-1.5M)	All Managers (Combined)	$36.4M	1.8% ($36.4M/$2.0B)	QoQ +49.28% (+$12.0M) YoY -39.62% (-$23.9M)
8X8 INC /DE/(EGHTcusip282914100)	14.1M	QoQ -2.11% (-303.8K) YoY -2.11% (-303.8K)	All Managers (Combined)	$28.2M	1.4% ($28.2M/$2.0B)	QoQ -26.67% (-$10.2M) YoY -27.48% (-$10.7M)
PDD Holdings Inc.(PDDcusip722304102)	236.6K	QoQ -40.80% (-163.1K) YoY -33.00% (-116.6K)	All Managers (Combined)	$28.0M	1.4% ($28.0M/$2.0B)	QoQ -27.76% (-$10.8M) YoY -31.79% (-$13.1M)
(cusip55406W103)✕	3.7M	QoQ -6.31% (-248.7K) YoY -5.31% (-207.0K)	All Managers (Combined)	$27.9M	1.4% ($27.9M/$2.0B)	QoQ -0.24% (-$68.9K) YoY +125.09% (-$15.5M)
Five9, Inc.(FIVNcusip338307101)	905.2K	QoQ -61.54% (-1.4M) YoY -61.43% (-1.4M)	All Managers (Combined)	$24.6M	1.2% ($24.6M/$2.0B)	QoQ -74.30% (-$71.1M) YoY -83.14% (-$121.2M)
KE Holdings Inc.(BEKEcusip482497104)	802.1K	QoQ -28.92% (-326.4K) YoY -46.78% (-705.3K)	All Managers (Combined)	$16.1M	0.8% ($16.1M/$2.0B)	QoQ -22.47% (-$4.7M) YoY -22.14% (-$4.6M)
Sea Ltd(SEcusip81141R100)	115.9K	QoQ -4.35% (-5.3K) YoY -93.67% (-1.7M)	All Managers (Combined)	$15.1M	0.8% ($15.1M/$2.0B)	QoQ +17.63% (-$2.3M) YoY -84.63% (-$83.4M)
Atour Lifestyle Holdings Ltd(ATATcusip04965M106)	525.0K	QoQ -30.75% (-233.2K) YoY -65.25% (-986.0K)	All Managers (Combined)	$14.9M	0.7% ($14.9M/$2.0B)	QoQ -26.99% (-$5.5M) YoY -45.09% (-$12.2M)