13F HOLDINGS REPORT
SYLEBRA CAPITAL LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0002003074-25-000026
Total Value
$1.81B
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 | $448.1M | 24.74% |
| 2 | IMPINJ INC | PI | 1,829,260 | $330.6M | 18.26% |
| 3 | PAYCOM SOFTWARE INC | PAYC | 1,352,297 | $281.5M | 15.54% |
| 4 | AEVA TECHNOLOGIES INC | AEVA | 16,228,553 | $235.3M | 12.99% |
| 5 | ELASTIC N V | ESTC | 2,359,673 | $199.4M | 11.01% |
| 6 | SENTINELONE INC | S | 6,615,273 | $116.5M | 6.43% |
| 7 | XOMETRY INC | XMTR | 1,216,298 | $66.3M | 3.66% |
| 8 | NU HLDGS LTD | NU | 3,186,526 | $51.0M | 2.82% |
| 9 | LUXEXPERIENCE BV | 55406W103 | 3,688,354 | $31.4M | 1.73% |
| 10 | 8X8 INC NEW | 282914100 | 13,781,823 | $29.2M | 1.61% |
| 11 | FIVE9 INC | FIVN | 905,212 | $21.9M | 1.21% |