13F HOLDINGS REPORT (Amended)
SYLEBRA CAPITAL LLC
Quarter ended Q1 2025 · Filed March 3, 2025 · Accession 0001085146-25-001782
Total Value
$2.67B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PAYCOM SOFTWARE INC | PAYC | 1,962,468 | $402.2M | 15.07% |
| 2 | PURECYCLE TECHNOLOGIES INC | PCTTW | 33,457,649 | $342.9M | 12.85% |
| 3 | IMPINJ INC | PI | 2,129,260 | $309.3M | 11.59% |
| 4 | ELASTIC N V | ESTC | 2,804,620 | $277.9M | 10.41% |
| 5 | RINGCENTRAL INC | RNG | 7,536,223 | $263.8M | 9.89% |
| 6 | SENTINELONE INC | S | 9,613,281 | $213.4M | 8.00% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 1,104,497 | $133.4M | 5.00% |
| 8 | FIVE9 INC | FIVN | 2,353,814 | $95.7M | 3.58% |
| 9 | XOMETRY INC | XMTR | 1,834,750 | $78.3M | 2.93% |
| 10 | FULL TRUCK ALLIANCE CO LTD | YMM | 6,509,215 | $70.4M | 2.64% |
| 11 | SUNRUN INC | RUN | 6,683,162 | $61.8M | 2.32% |
| 12 | DESPEGAR COM CORP | G27358103 | 2,931,213 | $56.4M | 2.11% |
| 13 | AEVA TECHNOLOGIES INC | AEVA | 10,379,304 | $49.3M | 1.85% |
| 14 | PAGSEGURO DIGITAL LTD | PAGS | 7,623,952 | $47.7M | 1.79% |
| 15 | SUNNOVA ENERGY INTL INC. | 86745K104 | 12,116,510 | $41.6M | 1.56% |
| 16 | PDD HOLDINGS INC | PDD | 399,695 | $38.8M | 1.45% |
| 17 | 8X8 INC NEW | 282914100 | 14,389,476 | $38.4M | 1.44% |
| 18 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,937,022 | $28.0M | 1.05% |
| 19 | NU HLDGS LTD | NU | 2,354,183 | $24.4M | 0.91% |
| 20 | KE HLDGS INC | BEKE | 1,128,557 | $20.8M | 0.78% |
| 21 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 758,245 | $20.4M | 0.76% |
| 22 | MINISO GROUP HLDG LTD | MSOGF | 825,740 | $19.7M | 0.74% |
| 23 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 201,873 | $13.0M | 0.49% |
| 24 | SEA LTD | SE | 121,214 | $12.9M | 0.48% |
| 25 | FLUTTER ENTMT PLC | G3643J108 | 21,964 | $5.7M | 0.21% |
| 26 | OPENDOOR TECHNOLOGIES INC | OPENZ | 1,667,413 | $2.7M | 0.10% |