Q4 2025 · 13F-HR
SYLEBRA CAPITAL LLCholdings as filed
Filed 2026-02-18 · accession 0001085146-26-000248
$1.15B
Reported value
11
Positions
2025-12-31
Period end
The Brief · SYLEBRA CAPITAL LLC · Q4 2025
AI · grounded in 13F
SYLEBRA CAPITAL LLC established a new position in GOOGL valued at $16.48M. The fund reduced nine of its positions, most notably cutting its stake in XMTR by 66.46%. Other significant reductions include trimming holdings in NU HLDGS LTD by 65.19% and PI by 38.11%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 74623V103 | PCT | PURECYCLE TECHNOLOGIES INC | $292.7M | 25.4% | 34,077,574 | Common | SOLE |
| 00835Q202 | AEVA | AEVA TECHNOLOGIES INC | $215.5M | 18.7% | 16,228,553 | Common | SOLE |
| 453204109 | PI | IMPINJ INC | $197.0M | 17.1% | 1,132,152 | Common | SOLE |
| 70432V102 | PAYC | PAYCOM SOFTWARE INC | $155.7M | 13.5% | 976,756 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $121.9M | 10.6% | 1,615,968 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $64.1M | 5.56% | 4,272,261 | Common | SOLE |
| 55406W103 | LUXE | LUXEXPERIENCE BV | $24.4M | 2.12% | 2,921,234 | Common | SOLE |
| 98423F109 | XMTR | XOMETRY INC | $24.3M | 2.10% | 407,987 | Common | SOLE |
| 282914100 | EGHT | 8X8 INC NEW | $22.7M | 1.96% | 11,498,377 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $18.6M | 1.61% | 1,109,223 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $16.5M | 1.43% | 52,658 | 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.