SYLEBRA CAPITAL LLC Q2 2025 Filing
Filed August 15, 2025
Portfolio Value
$2.5B
Holdings
17
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AEVAAEVA TECHNOLOGIES INC | 16,228,553 | $613.3M | 24.98% | |
| 2 | PCTPURECYCLE TECHNOLOGIES INC | 34,077,574 | $466.9M | 19.02% | |
| 3 | PAYCPAYCOM SOFTWARE INC | 1,429,082 | $330.7M | 13.47% | |
| 4 | PIIMPINJ INC | 2,129,260 | $236.5M | 9.63% | |
| 5 | ESTCELASTIC N V | 2,488,673 | $209.9M | 8.55% | |
| 6 | RNGRINGCENTRAL INC | 6,385,186 | $181.0M | 7.37% | |
| 7 | SSENTINELONE INC | 7,926,433 | $144.9M | 5.90% | |
| 8 | XMTRXOMETRY INC | 2,062,157 | $69.7M | 2.84% | |
| 9 | NUNU HLDGS LTD | 3,555,632 | $48.8M | 1.99% | |
| 10 | LUXELUXEXPERIENCE BV | 3,688,354 | $29.3M | 1.19% | |
| 11 | EGHT8X8 INC NEW | 13,781,823 | $27.0M | 1.10% | |
| 12 | YMMFULL TRUCK ALLIANCE CO LTD | 2,248,977 | $26.6M | 1.08% | |
| 13 | FIVNFIVE9 INC | 905,212 | $24.0M | 0.98% | |
| 14 | PAGSPAGSEGURO DIGITAL LTD | 1,738,063 | $16.8M | 0.68% | |
| 15 | ATATATOUR LIFESTYLE HLDGS LTD | 390,972 | $12.7M | 0.52% | |
| 16 | SESEA LTD | 62,211 | $9.9M | 0.41% | |
| 17 | PDDPDD HOLDINGS INC | 64,989 | $6.8M | 0.28% |