Sylebra Capital LLC Top Holdings and 13F Report (2025) About Sylebra Capital LLCInvestment ActivitySylebra Capital LLC has $1.98 billion in total holdings as of March 31, 2025.Sylebra Capital LLC owns shares of 24 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.69% of the portfolio was purchased this quarter.About 16.79% of the portfolio was sold this quarter.This quarter, Sylebra Capital LLC has purchased 26 new stocks and bought additional shares in 6 stocks.Sylebra Capital LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Paycom Software $338,616,035PURECYCLE TECHNOLOGIES INC $235,816,812Elastic $227,432,561Impinj $193,123,882SentinelOne $192,218,085 Largest New Holdings this Quarter 36118L106 - Futu $7,628,862 Holding Largest Purchases this Quarter AEVA TECHNOLOGIES INC 5,849,249 shares (about $40.94M)SentinelOne 959,771 shares (about $17.45M)NU 1,201,449 shares (about $12.30M)Sunrun 1,590,169 shares (about $9.32M)Futu 74,537 shares (about $7.63M) Largest Sales this Quarter Paycom Software 412,596 shares (about $90.14M)Five9 1,448,602 shares (about $39.33M)Advanced Micro Devices 338,115 shares (about $34.74M)Full Truck Alliance 2,365,467 shares (about $30.21M)Elastic 252,066 shares (about $22.46M) 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 PortfolioSectorPAYCPaycom Software$338,616,035$90,143,974 ▼-21.0%1,549,87217.1%Computer and TechnologyPURECYCLE TECHNOLOGIES INC$235,816,812$4,289,881 ▲1.9%34,077,57411.9%COMESTCElastic$227,432,561$22,459,081 ▼-9.0%2,552,55411.5%Computer and TechnologyPIImpinj$193,123,8820.0%2,129,2609.7%Computer and TechnologySSentinelOne$192,218,085$17,448,637 ▲10.0%10,573,0529.7%Computer and TechnologyRNGRingCentral$186,596,8810.0%7,536,2239.4%Computer and TechnologyAEVA TECHNOLOGIES INC$113,599,871$40,944,743 ▲56.4%16,228,5535.7%COM NEWAMDAdvanced Micro Devices$78,738,087$34,737,935 ▼-30.6%766,3824.0%Computer and TechnologyYMMFull Truck Alliance$52,915,662$30,207,014 ▼-36.3%4,143,7482.7%Business ServicesRUNSunrun$48,481,720$9,318,390 ▲23.8%8,273,3312.4%EnergyXMTRXometry$46,890,070$1,168,100 ▲2.6%1,881,6242.4%IndustrialsPAGSPagSeguro Digital$45,886,522$12,284,231 ▼-21.1%6,013,9612.3%Business ServicesNUNU$36,409,672$12,302,838 ▲51.0%3,555,6321.8%FinanceEGHT8X8$28,171,298$607,654 ▼-2.1%14,085,6491.4%Computer and TechnologyPDDPDD$28,002,912$19,300,992 ▼-40.8%236,6111.4%Retail/WholesaleMYTEMYT Netherlands Parent B.V.$27,883,956$1,879,930 ▼-6.3%3,688,3541.4%Retail/WholesaleFIVNFive9$24,576,506$39,329,545 ▼-61.5%905,2121.2%Computer and TechnologyBEKEKE$16,114,973$6,557,738 ▼-28.9%802,1390.8%Computer and TechnologySESEA$15,129,141$688,074 ▼-4.4%115,9410.8%Computer and TechnologyATATAtour Lifestyle$14,884,487$6,611,759 ▼-30.8%525,0260.7%Consumer DiscretionaryMNSOMINISO Group$14,413,750$854,183 ▼-5.6%779,5430.7%Retail/WholesaleEDUNew Oriental Education & Technology Group$9,180,667$470,881 ▼-4.9%192,0240.5%Consumer DiscretionaryFUTUFutu$7,628,862$7,628,862 ▲New Holding74,5370.4%Business ServicesNOVASunnova Energy International$2,069,017$2,438,324 ▼-54.1%5,561,8740.1%EnergyDESPDespegar.com$0$56,425,850 ▼-100.0%00.0%TransportationFLUTTER ENTMT PLC$0$5,676,596 ▼-100.0%00.0%SHSOPENOpendoor Technologies$0$2,667,861 ▼-100.0%00.0%Business ServicesShowing 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. 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