13F HOLDINGS REPORT
SYLEBRA CAPITAL LLC
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001085146-25-005303
Total Value
$2.45B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AEVA TECHNOLOGIES INC | AEVA | 16,228,553 | $613.3M | 24.98% |
| 2 | PURECYCLE TECHNOLOGIES INC | PCTTW | 34,077,574 | $466.9M | 19.02% |
| 3 | PAYCOM SOFTWARE INC | PAYC | 1,429,082 | $330.7M | 13.47% |
| 4 | IMPINJ INC | PI | 2,129,260 | $236.5M | 9.63% |
| 5 | ELASTIC N V | ESTC | 2,488,673 | $209.9M | 8.55% |
| 6 | RINGCENTRAL INC | RNG | 6,385,186 | $181.0M | 7.37% |
| 7 | SENTINELONE INC | S | 7,926,433 | $144.9M | 5.90% |
| 8 | XOMETRY INC | XMTR | 2,062,157 | $69.7M | 2.84% |
| 9 | NU HLDGS LTD | NU | 3,555,632 | $48.8M | 1.99% |
| 10 | LUXEXPERIENCE BV | 55406W103 | 3,688,354 | $29.3M | 1.19% |
| 11 | 8X8 INC NEW | 282914100 | 13,781,823 | $27.0M | 1.10% |
| 12 | FULL TRUCK ALLIANCE CO LTD | YMM | 2,248,977 | $26.6M | 1.08% |
| 13 | FIVE9 INC | FIVN | 905,212 | $24.0M | 0.98% |
| 14 | PAGSEGURO DIGITAL LTD | PAGS | 1,738,063 | $16.8M | 0.68% |
| 15 | ATOUR LIFESTYLE HLDGS LTD | ATAT | 390,972 | $12.7M | 0.52% |
| 16 | SEA LTD | SE | 62,211 | $10.0M | 0.41% |
| 17 | PDD HOLDINGS INC | PDD | 64,989 | $6.8M | 0.28% |