SYLEBRA CAPITAL LLC
CIK: 0002003074Latest portfolio: $1.2B · Q4 2025
Holdings
11
Total Value
$1.2B
New Positions
1
Closed Positions
1
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | PCTPURECYCLE TECHNOLOGIES INC | 34,077,574 | $292.7M | 25.38% | — | |
| 2 | AEVAAEVA TECHNOLOGIES INC | 16,228,553 | $215.5M | 18.69% | — | |
| 3 | PIIMPINJ INC | 1,132,152 | $197.0M | 17.08% | -697,108 | |
| 4 | PAYCPAYCOM SOFTWARE INC | 976,756 | $155.7M | 13.50% | -375,541 | |
| 5 | ESTCELASTIC N V | 1,615,968 | $121.9M | 10.57% | -743,705 | |
| 6 | SSENTINELONE INC | 4,272,261 | $64.1M | 5.56% | -2,343,012 | |
| 7 | LUXELUXEXPERIENCE BV | 2,921,234 | $24.4M | 2.12% | -767,120 | |
| 8 | XMTRXOMETRY INC | 407,987 | $24.3M | 2.10% | -808,311 | |
| 9 | EGHT8X8 INC NEW | 11,498,377 | $22.7M | 1.96% | -2,283,446 | |
| 10 | NUNU HLDGS LTD | 1,109,223 | $18.6M | 1.61% | -2,077,303 | |
| 11 | GOOGLALPHABET INC | 52,658 | $16.5M | 1.43% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($1970051556551218944.0T)
Industrials0.0% ($29.3T)
Consumer Cyclical0.0% ($21.6T)
Financial Services0.0% ($18.6M)
Communication Services0.0% ($16.5M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 18, 2026 | $1.2B | 11 |
| Q3 2025 | Nov 14, 2025 | $1.8T | 11 |
| Q2 2025 | Aug 15, 2025 | $2.5T | 17 |
| Q1 2025 | May 16, 2025 | $2.0T | 24 |
| Q4 2024 | Feb 18, 2025 | $3.6T | 26 |
| Q3 2024 | Nov 15, 2024 | $3024.1T | 28 |
| Q2 2024 | Aug 15, 2024 | $2696.8T | 30 |
| Q1 2024 | May 16, 2024 | $3009.5T | 29 |
| Q4 2023 | Feb 15, 2024 | $2639.7T | 24 |
| Q3 2023 | Dec 8, 2023 | $1881.8T | 20 |
Fund Information
SYLEBRA CAPITAL LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.2B across 11 holdings. The largest position is PURECYCLE TECHNOLOGIES INC (PCT), representing 25.4% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.