Sylebra Capital LLC Top Holdings and 13F Report (2025) About Sylebra Capital LLCInvestment ActivitySylebra Capital LLC has $2.45 billion in total holdings as of June 30, 2025.Sylebra Capital LLC owns shares of 17 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 0.25% of the portfolio was purchased this quarter.About 15.73% of the portfolio was sold this quarter.This quarter, Sylebra Capital LLC has purchased 24 new stocks and bought additional shares in 1 stock.Sylebra Capital LLC sold shares of 10 stocks and completely divested from 7 stocks this quarter.Largest Holdings AEVA TECHNOLOGIES INC $613,277,018PURECYCLE TECHNOLOGIES INC $466,862,764Paycom Software $330,689,575Impinj $236,496,908Elastic $209,869,794 Largest Purchases this Quarter Xometry 180,533 shares (about $6.10M) Largest Sales this Quarter SentinelOne 2,646,619 shares (about $48.38M)PagSeguro Digital 4,275,898 shares (about $41.22M)Ringcentral 1,151,037 shares (about $32.63M)Paycom Software 120,790 shares (about $27.95M)Full Truck Alliance 1,894,771 shares (about $22.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSylebra Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAEVA TECHNOLOGIES INC$613,277,0180.0%16,228,55325.0%COM NEWPURECYCLE TECHNOLOGIES INC$466,862,7640.0%34,077,57419.0%COMPAYCPaycom Software$330,689,575$27,950,806 ▼-7.8%1,429,08213.5%Computer and TechnologyPIImpinj$236,496,9080.0%2,129,2609.6%Computer and TechnologyESTCElastic$209,869,794$5,387,085 ▼-2.5%2,488,6738.5%Computer and TechnologyRNGRingcentral$181,020,023$32,631,899 ▼-15.3%6,385,1867.4%Computer and TechnologySSentinelOne$144,895,195$48,380,195 ▼-25.0%7,926,4335.9%Computer and TechnologyXMTRXometry$69,680,285$6,100,210 ▲9.6%2,062,1572.8%IndustrialsNUNU$48,783,2710.0%3,555,6322.0%FinanceMYTEMYT Netherlands Parent B.V.$29,285,5310.0%3,688,3541.2%Retail/WholesaleEGHT8X8$27,012,373$595,499 ▼-2.2%13,781,8231.1%Computer and TechnologyYMMFull Truck Alliance$26,560,418$22,377,245 ▼-45.7%2,248,9771.1%Business ServicesFIVNFive9$23,970,0140.0%905,2121.0%Computer and TechnologyPAGSPagSeguro Digital$16,754,927$41,219,656 ▼-71.1%1,738,0630.7%Business ServicesATATAtour Lifestyle$12,710,500$4,358,096 ▼-25.5%390,9720.5%Consumer DiscretionarySESEA$9,950,027$8,593,576 ▼-46.3%62,2110.4%Computer and TechnologyPDDPDD$6,801,749$17,961,959 ▼-72.5%64,9890.3%Retail/WholesaleAMDAdvanced Micro Devices$0$78,738,087 ▼-100.0%00.0%Computer and TechnologyRUNSunrun$0$48,481,720 ▼-100.0%00.0%EnergyBEKEKE$0$16,114,973 ▼-100.0%00.0%Computer and TechnologyMNSOMINISO Group$0$14,413,750 ▼-100.0%00.0%Retail/WholesaleEDUNew Oriental Education & Technology Group$0$9,180,667 ▼-100.0%00.0%Consumer DiscretionaryFUTUFutu$0$7,628,862 ▼-100.0%00.0%Business ServicesNOVASunnova Energy International$0$2,069,017 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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