Institutional Manager · CIK 0002003074
SYLEBRA CAPITAL LLC
PALO ALTO, CA · File #028-23475
Latest AUM
$1.15B
Positions
11
Top-10 Concentration
98.6%
Filings
10
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202511 pos · $1.15B
- 13F HOLDINGS REPORTQ/E Sep 202511 pos · $1.81B
- 13F HOLDINGS REPORTQ/E Jun 202517 pos · $2.45B
- 13F HOLDINGS REPORTQ/E Mar 202524 pos · $1.98B
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202526 pos · $2.67B
- 13F HOLDINGS REPORTQ/E Dec 202426 pos · $3.63B
- 13F HOLDINGS REPORTQ/E Sep 202428 pos · $3.02B
- 13F HOLDINGS REPORTQ/E Jun 202430 pos · $2.70B
- 13F HOLDINGS REPORTQ/E Mar 202429 pos · $3.01B
- 13F HOLDINGS REPORTQ/E Dec 202320 pos · $1.88B
Top 11 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |