Sylebra Capital

Latest statistics and disclosures from Sylebra Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are PCT, PI, PAYC, AEVA, ESTC, and represent 82.54% of Sylebra Capital's stock portfolio.
  • Reduced shares in these 10 stocks: RNG (-$181M), PI (-$54M), XMTR (-$46M), YMM (-$27M), S (-$23M), PAGS (-$17M), PAYC (-$16M), ATAT (-$13M), ESTC (-$11M), SE (-$10M).
  • Sold out of its positions in ATAT, YMM, PDD, RNG, SE, PAGS.
  • Sylebra Capital was a net seller of stock by $-410M.
  • Sylebra Capital has $1.8B in assets under management (AUM), dropping by -26.21%.
  • Central Index Key (CIK): 0002003074

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Positions held by Sylebra Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sylebra Capital

Sylebra Capital holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Purecycle Technologies (PCT) 24.7 $448M 34M 13.15
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Impinj (PI) 18.3 $331M -14% 1.8M 180.75
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Paycom Software (PAYC) 15.5 $282M -5% 1.4M 208.14
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Aeva Technologies Com New (AEVA) 13.0 $235M 16M 14.50
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Elastic N V Ord Shs (ESTC) 11.0 $199M -5% 2.4M 84.49
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Sentinelone Cl A (S) 6.4 $117M -16% 6.6M 17.61
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Xometry Class A Com (XMTR) 3.7 $66M -41% 1.2M 54.47
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Nu Hldgs Ord Shs Cl A (NU) 2.8 $51M -10% 3.2M 16.01
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Luxexperience Bv Sponsored Ads (LUXE) 1.7 $31M 3.7M 8.50
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8x8 (EGHT) 1.6 $29M 14M 2.12
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Five9 (FIVN) 1.2 $22M 905k 24.20
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Past Filings by Sylebra Capital

SEC 13F filings are viewable for Sylebra Capital going back to 2023