Q1 2025 · 13F-HR
SYLEBRA CAPITAL LLCholdings as filed
Filed 2025-05-16 · accession 0001085146-25-003360
$1.98B
Reported value
24
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 70432V102 | PAYC | PAYCOM SOFTWARE INC | $338.6M | 17.1% | 1,549,872 | Common | SOLE |
| 74623V103 | PCT | PURECYCLE TECHNOLOGIES INC | $235.8M | 11.9% | 34,077,574 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $227.4M | 11.5% | 2,552,554 | Common | SOLE |
| 453204109 | PI | IMPINJ INC | $193.1M | 9.73% | 2,129,260 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $192.2M | 9.68% | 10,573,052 | Common | SOLE |
| 76680R206 | RNG | RINGCENTRAL INC | $186.6M | 9.40% | 7,536,223 | Common | SOLE |
| 00835Q202 | AEVA | AEVA TECHNOLOGIES INC | $113.6M | 5.72% | 16,228,553 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $78.7M | 3.97% | 766,382 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $52.9M | 2.67% | 4,143,748 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $48.5M | 2.44% | 8,273,331 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC | $46.9M | 2.36% | 1,881,624 | Common | SOLE |
| G68707101 | PAGS | PAGSEGURO DIGITAL LTD | $45.9M | 2.31% | 6,013,961 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $36.4M | 1.83% | 3,555,632 | Common | SOLE |
| 282914100 | EGHT | 8X8 INC NEW | $28.2M | 1.42% | 14,085,649 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $28.0M | 1.41% | 236,611 | Common | SOLE |
| 55406W103 | LUXE | MYT NETHERLANDS PARENT B V | $27.9M | 1.40% | 3,688,354 | Common | SOLE |
| 338307101 | FIVN | FIVE9 INC | $24.6M | 1.24% | 905,212 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $16.1M | 0.81% | 802,139 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $15.1M | 0.76% | 115,941 | Common | SOLE |
| 04965M106 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $14.9M | 0.75% | 525,026 | Common | SOLE |
| 66981J102 | MNSO | MINISO GROUP HLDG LTD | $14.4M | 0.73% | 779,543 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $9.2M | 0.46% | 192,024 | Common | SOLE |
| 36118L106 | FUTU | FUTU HLDGS LTD | $7.6M | 0.38% | 74,537 | Common | SOLE |
| 86745K104 | NOVAQ | SUNNOVA ENERGY INTL INC. | $2.1M | 0.10% | 5,561,874 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.