13F HOLDINGS REPORT
SYLEBRA CAPITAL LLC
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001085146-26-000248
Total Value
$1.15B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PURECYCLE TECHNOLOGIES INC | PCTTW | 34,077,574 | $292.7M | 25.38% |
| 2 | AEVA TECHNOLOGIES INC | AEVA | 16,228,553 | $215.5M | 18.69% |
| 3 | IMPINJ INC | PI | 1,132,152 | $197.0M | 17.08% |
| 4 | PAYCOM SOFTWARE INC | PAYC | 976,756 | $155.7M | 13.50% |
| 5 | ELASTIC N V | ESTC | 1,615,968 | $121.9M | 10.57% |
| 6 | SENTINELONE INC | S | 4,272,261 | $64.1M | 5.56% |
| 7 | LUXEXPERIENCE BV | 55406W103 | 2,921,234 | $24.4M | 2.12% |
| 8 | XOMETRY INC | XMTR | 407,987 | $24.3M | 2.10% |
| 9 | 8X8 INC NEW | 282914100 | 11,498,377 | $22.7M | 1.96% |
| 10 | NU HLDGS LTD | NU | 1,109,223 | $18.6M | 1.61% |
| 11 | ALPHABET INC | GOOG | 52,658 | $16.5M | 1.43% |