Sylebra Capital LLC

Investment Portfolio & 13F Holdings Analysis

About

SYLEBRA CAPITAL LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 24 holdings worth $2.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0002003074
Manager Name: Sylebra Capital LLC

Data Enrichment

92% identified

22 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

24 positions • $1,984,781.429K total value

24 positions

Manager:

SEC FilingSEC DataHachi Filing

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Paycom Software, Inc.

PAYC|70432V102

1549872(-21.0%)

Value:

$338.6B(-15.8%)

PureCycle Technologies, Inc.

PCT|74623V103

34077574(+1.9%)

Value:

$235.8B(-31.2%)

Elastic N.V.

ESTC|N14506104

2552554(-9.0%)

Value:

$227.4B(-18.1%)

IMPINJ INC

PI|453204109

2129260(+0.0%)

Value:

$193.1B(-37.6%)

SentinelOne, Inc.

S|81730H109

10573052(+10.0%)

Value:

$192.2B(-9.9%)

RingCentral, Inc.

RNG|76680R206

7536223(+0.0%)

Value:

$186.6B(-29.3%)

Aeva Technologies, Inc.

AEVA|00835Q202

16228553(+56.4%)

Value:

$113.6B(+130.4%)

ADVANCED MICRO DEVICES INC

AMD|007903107

766382(-30.6%)

Value:

$78.7B(-41.0%)

Full Truck Alliance Co. Ltd.

YMM|35969L108

4143748(-36.3%)

Value:

$52.9B(-24.9%)

Sunrun Inc.

RUN|86771W105

8273331(+23.8%)

Value:

$48.5B(-21.6%)

Xometry, Inc.

XMTR|98423F109

1881624(+2.5%)

Value:

$46.9B(-40.1%)

PagSeguro Digital Ltd.

PAGS|G68707101

6013961(-21.1%)

Value:

$45.9B(-3.9%)

Nu Holdings Ltd.

NU|G6683N103

3555632(+51.0%)

Value:

$36.4B(+49.3%)

8X8 INC /DE/

EGHT|282914100

14085649(-2.1%)

Value:

$28.2B(-26.7%)

PDD Holdings Inc.

PDD|722304102

236611(-40.8%)

Value:

$28.0B(-27.8%)

55406W103

3688354(-6.3%)

Value:

$27.9B(-0.2%)

Five9, Inc.

FIVN|338307101

905212(-61.5%)

Value:

$24.6B(-74.3%)

KE Holdings Inc.

BEKE|482497104

802139(-28.9%)

Value:

$16.1B(-22.5%)

Sea Ltd

SE|81141R100

115941(-4.3%)

Value:

$15.1B(+17.6%)

Atour Lifestyle Holdings Ltd

ATAT|04965M106

525026(-30.8%)

Value:

$14.9B(-27.0%)

Instrument	Shares		Other Manager	Value
Paycom Software, Inc.(PAYCcusip70432V102)	1.5M	QoQ -21.02% (-412.6K) YoY +21.81% (+277.6K)	All Managers (Combined)	$338.6M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -26.99% (-$5.5M) YoY -45.09% (-$12.2M)