Sylebra Capital as of March 31, 2025
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Paycom Software (PAYC) | 17.1 | $339M | 1.5M | 218.48 | |
| Purecycle Technologies (PCT) | 11.9 | $236M | 34M | 6.92 | |
| Elastic N V Ord Shs (ESTC) | 11.5 | $227M | 2.6M | 89.10 | |
| Impinj (PI) | 9.7 | $193M | 2.1M | 90.70 | |
| Sentinelone Cl A (S) | 9.7 | $192M | 11M | 18.18 | |
| Ringcentral Cl A (RNG) | 9.4 | $187M | 7.5M | 24.76 | |
| Aeva Technologies Com New (AEVA) | 5.7 | $114M | 16M | 7.00 | |
| Advanced Micro Devices (AMD) | 4.0 | $79M | 766k | 102.74 | |
| Full Truck Alliance Sponsored Ads (YMM) | 2.7 | $53M | 4.1M | 12.77 | |
| Sunrun (RUN) | 2.4 | $49M | 8.3M | 5.86 | |
| Xometry Class A Com (XMTR) | 2.4 | $47M | 1.9M | 24.92 | |
| Pagseguro Digital Com Cl A (PAGS) | 2.3 | $46M | 6.0M | 7.63 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.8 | $36M | 3.6M | 10.24 | |
| 8x8 (EGHT) | 1.4 | $28M | 14M | 2.00 | |
| Pdd Holdings Sponsored Ads (PDD) | 1.4 | $28M | 237k | 118.35 | |
| Myt Netherlands Parent B V Ads (LUXE) | 1.4 | $28M | 3.7M | 7.56 | |
| Five9 (FIVN) | 1.2 | $25M | 905k | 27.15 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.8 | $16M | 802k | 20.09 | |
| Sea Sponsord Ads (SE) | 0.8 | $15M | 116k | 130.49 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.7 | $15M | 525k | 28.35 | |
| Miniso Group Hldg Sponsored Ads (MNSO) | 0.7 | $14M | 780k | 18.49 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.5 | $9.2M | 192k | 47.81 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.4 | $7.6M | 75k | 102.35 | |
| Sunnova Energy International (NOVAQ) | 0.1 | $2.1M | 5.6M | 0.37 |
