SYLEBRA CAPITAL LLC Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$1.2B
Holdings
11
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | 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% | |
| 4 | PAYCPAYCOM SOFTWARE INC | 976,756 | $155.7M | 13.50% | |
| 5 | ESTCELASTIC N V | 1,615,968 | $121.9M | 10.57% | |
| 6 | SSENTINELONE INC | 4,272,261 | $64.1M | 5.56% | |
| 7 | LUXELUXEXPERIENCE BV | 2,921,234 | $24.4M | 2.12% | |
| 8 | XMTRXOMETRY INC | 407,987 | $24.3M | 2.10% | |
| 9 | EGHT8X8 INC NEW | 11,498,377 | $22.7M | 1.96% | |
| 10 | NUNU HLDGS LTD | 1,109,223 | $18.6M | 1.61% | |
| 11 | GOOGLALPHABET INC | 52,658 | $16.5M | 1.43% |