Sylebra Capital as of June 30, 2025
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 17 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aeva Technologies Com New (AEVA) | 25.0 | $613M | 16M | 37.79 | |
| Purecycle Technologies (PCT) | 19.0 | $467M | 34M | 13.70 | |
| Paycom Software (PAYC) | 13.5 | $331M | 1.4M | 231.40 | |
| Impinj (PI) | 9.6 | $237M | 2.1M | 111.07 | |
| Elastic N V Ord Shs (ESTC) | 8.5 | $210M | 2.5M | 84.33 | |
| Ringcentral Cl A (RNG) | 7.4 | $181M | 6.4M | 28.35 | |
| Sentinelone Cl A (S) | 5.9 | $145M | 7.9M | 18.28 | |
| Xometry Class A Com (XMTR) | 2.8 | $70M | 2.1M | 33.79 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.0 | $49M | 3.6M | 13.72 | |
| Luxexperience Bv Sponsored Ads (LUXE) | 1.2 | $29M | 3.7M | 7.94 | |
| 8x8 (EGHT) | 1.1 | $27M | 14M | 1.96 | |
| Full Truck Alliance Sponsored Ads (YMM) | 1.1 | $27M | 2.2M | 11.81 | |
| Five9 (FIVN) | 1.0 | $24M | 905k | 26.48 | |
| Pagseguro Digital Com Cl A (PAGS) | 0.7 | $17M | 1.7M | 9.64 | |
| Atour Lifestyle Hldgs Sponsored Ads (ATAT) | 0.5 | $13M | 391k | 32.51 | |
| Sea Sponsord Ads (SE) | 0.4 | $10M | 62k | 159.94 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.3 | $6.8M | 65k | 104.66 |
