Sylebra Capital as of Sept. 30, 2025
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 | |
| Impinj (PI) | 18.3 | $331M | 1.8M | 180.75 | |
| Paycom Software (PAYC) | 15.5 | $282M | 1.4M | 208.14 | |
| Aeva Technologies Com New (AEVA) | 13.0 | $235M | 16M | 14.50 | |
| Elastic N V Ord Shs (ESTC) | 11.0 | $199M | 2.4M | 84.49 | |
| Sentinelone Cl A (S) | 6.4 | $117M | 6.6M | 17.61 | |
| Xometry Class A Com (XMTR) | 3.7 | $66M | 1.2M | 54.47 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.8 | $51M | 3.2M | 16.01 | |
| Luxexperience Bv Sponsored Ads (LUXE) | 1.7 | $31M | 3.7M | 8.50 | |
| 8x8 (EGHT) | 1.6 | $29M | 14M | 2.12 | |
| Five9 (FIVN) | 1.2 | $22M | 905k | 24.20 |
