SYLEBRA CAPITAL LLC Q1 2025 Filing
Filed May 16, 2025
Portfolio Value
$2.0T
Holdings
24
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PAYCPAYCOM SOFTWARE INC | 1,549,872 | $338.6B | 17.06% | |
| 2 | PCTPURECYCLE TECHNOLOGIES INC | 34,077,574 | $235.8B | 11.88% | |
| 3 | ESTCELASTIC N V | 2,552,554 | $227.4B | 11.46% | |
| 4 | PIIMPINJ INC | 2,129,260 | $193.1B | 9.73% | |
| 5 | SSENTINELONE INC | 10,573,052 | $192.2B | 9.68% | |
| 6 | RNGRINGCENTRAL INC | 7,536,223 | $186.6B | 9.40% | |
| 7 | AEVAAEVA TECHNOLOGIES INC | 16,228,553 | $113.6B | 5.72% | |
| 8 | AMDADVANCED MICRO DEVICES INC | 766,382 | $78.7B | 3.97% | |
| 9 | YMMFULL TRUCK ALLIANCE CO LTD | 4,143,748 | $52.9B | 2.67% | |
| 10 | RUNSUNRUN INC | 8,273,331 | $48.5B | 2.44% | |
| 11 | XMTRXOMETRY INC | 1,881,624 | $46.9B | 2.36% | |
| 12 | PAGSPAGSEGURO DIGITAL LTD | 6,013,961 | $45.9B | 2.31% | |
| 13 | NUNU HLDGS LTD | 3,555,632 | $36.4B | 1.83% | |
| 14 | EGHT8X8 INC NEW | 14,085,649 | $28.2B | 1.42% | |
| 15 | PDDPDD HOLDINGS INC | 236,611 | $28.0B | 1.41% | |
| 16 | LUXEMYT NETHERLANDS PARENT B V | 3,688,354 | $27.9B | 1.40% | |
| 17 | FIVNFIVE9 INC | 905,212 | $24.6B | 1.24% | |
| 18 | BEKEKE HLDGS INC | 802,139 | $16.1B | 0.81% | |
| 19 | SESEA LTD | 115,941 | $15.1B | 0.76% | |
| 20 | ATATATOUR LIFESTYLE HLDGS LTD | 525,026 | $14.9B | 0.75% | |
| 21 | MNSOMINISO GROUP HLDG LTD | 779,543 | $14.4B | 0.73% | |
| 22 | N1UANEW ORIENTAL ED & TECHNOLOGY | 192,024 | $9.2B | 0.46% | |
| 23 | FUTUFUTU HLDGS LTD | 74,537 | $7.6B | 0.38% | |
| 24 | NOVAQSUNNOVA ENERGY INTL INC. | 5,561,874 | $2.1B | 0.10% |