13F HOLDINGS REPORT
SYLEBRA CAPITAL LLC
Quarter ended Q1 2025 · Filed May 16, 2025 · Accession 0001085146-25-003360
Total Value
$1.98B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PAYCOM SOFTWARE INC | PAYC | 1,549,872 | $338.6M | 17.06% |
| 2 | PURECYCLE TECHNOLOGIES INC | PCTTW | 34,077,574 | $235.8M | 11.88% |
| 3 | ELASTIC N V | ESTC | 2,552,554 | $227.4M | 11.46% |
| 4 | IMPINJ INC | PI | 2,129,260 | $193.1M | 9.73% |
| 5 | SENTINELONE INC | S | 10,573,052 | $192.2M | 9.68% |
| 6 | RINGCENTRAL INC | RNG | 7,536,223 | $186.6M | 9.40% |
| 7 | AEVA TECHNOLOGIES INC | AEVA | 16,228,553 | $113.6M | 5.72% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 766,382 | $78.7M | 3.97% |
| 9 | FULL TRUCK ALLIANCE CO LTD | YMM | 4,143,748 | $52.9M | 2.67% |
| 10 | SUNRUN INC | RUN | 8,273,331 | $48.5M | 2.44% |
| 11 | XOMETRY INC | XMTR | 1,881,624 | $46.9M | 2.36% |
| 12 | PAGSEGURO DIGITAL LTD | PAGS | 6,013,961 | $45.9M | 2.31% |
| 13 | NU HLDGS LTD | NU | 3,555,632 | $36.4M | 1.83% |
| 14 | 8X8 INC NEW | 282914100 | 14,085,649 | $28.2M | 1.42% |
| 15 | PDD HOLDINGS INC | PDD | 236,611 | $28.0M | 1.41% |
| 16 | MYT NETHERLANDS PARENT B V | 55406W103 | 3,688,354 | $27.9M | 1.40% |
| 17 | FIVE9 INC | FIVN | 905,212 | $24.6M | 1.24% |
| 18 | KE HLDGS INC | BEKE | 802,139 | $16.1M | 0.81% |
| 19 | SEA LTD | SE | 115,941 | $15.1M | 0.76% |
| 20 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 525,026 | $14.9M | 0.75% |
| 21 | MINISO GROUP HLDG LTD | MSOGF | 779,543 | $14.4M | 0.73% |
| 22 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 192,024 | $9.2M | 0.46% |
| 23 | FUTU HLDGS LTD | FUTU | 74,537 | $7.6M | 0.38% |
| 24 | SUNNOVA ENERGY INTL INC. | 86745K104 | 5,561,874 | $2.1M | 0.10% |