SYLEBRA CAPITAL LLC
Follow13F filer, CIK 2003074, PALO ALTO, CA
SYLEBRA CAPITAL LLC reported $2,454,620,372 across 17 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-15. Its ten largest share positions make up 94.96% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005303
- Period
- 2025-06-30
- Reported value
- $2.45B
- Holdings
- 17
- Top 10 weight
- 94.96%
- New
- 0
- Sold out
- 7
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| XMTRadded | +180,533 | $6.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AMDexited | -766,382 | -$78.7M |
| RUNexited | -8,273,331 | -$48.5M |
| Sreduced | -2,646,619 | -$48.4M |
| PAGSreduced | -4,275,898 | -$41.2M |
| RNGreduced | -1,151,037 | -$32.6M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001085146-25-005303, largest first. % of portfolio is the value over $2,454,620,372, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| AEVAAEVA TECHNOLOGIES INC | 16,228,553 | $613M | 24.98% | 0 | Timeline | ||
| PCTPURECYCLE TECHNOLOGIES INC | 34,077,574 | $467M | 19.02% | 0 | Timeline | ||
| PAYCPAYCOM SOFTWARE INC | 1,429,082 | $331M | 13.47% | -120,790 | Timeline | ||
| PIIMPINJ INC | 2,129,260 | $236M | 9.63% | 0 | Timeline | ||
| ESTCELASTIC N V | 2,488,673 | $210M | 8.55% | -63,881 | Timeline | ||
| RNGRINGCENTRAL INC | 6,385,186 | $181M | 7.37% | -1,151,037 | Timeline | ||
| SSENTINELONE INC | 7,926,433 | $145M | 5.9% | -2,646,619 | Timeline | ||
| XMTRXOMETRY INC | 2,062,157 | $69.7M | 2.84% | +180,533 | Timeline | ||
| NUNU HLDGS LTD | 3,555,632 | $48.8M | 1.99% | 0 | Timeline | ||
| LUXELUXEXPERIENCE BV | 3,688,354 | $29.3M | 1.19% | 0 | Timeline | ||
| EGHT8X8 INC NEW | 13,781,823 | $27M | 1.1% | -303,826 | Timeline | ||
| YMMFULL TRUCK ALLIANCE CO LTD | 2,248,977 | $26.6M | 1.08% | -1,894,771 | Timeline | ||
| FIVNFIVE9 INC | 905,212 | $24M | 0.98% | 0 | Timeline | ||
| PAGSPAGSEGURO DIGITAL LTD | 1,738,063 | $16.8M | 0.68% | -4,275,898 | Timeline | ||
| ATATATOUR LIFESTYLE HLDGS LTD | 390,972 | $12.7M | 0.52% | -134,054 | Timeline | ||
| SESEA LTD | 62,211 | $9.95M | 0.41% | -53,730 | Timeline | ||
| PDDPDD HOLDINGS INC | 64,989 | $6.8M | 0.28% | -171,622 | Timeline |
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| AMDADVANCED MICRO DEVICES INC | 766,382 | $78.7M | shares |
| RUNSUNRUN INC | 8,273,331 | $48.5M | shares |
| BEKEKE HLDGS INC | 802,139 | $16.1M | shares |
| MNSOMINISO GROUP HLDG LTD | 779,543 | $14.4M | shares |
| EDUNEW ORIENTAL ED & TECHNOLOGY | 192,024 | $9.18M | shares |
| FUTUFUTU HLDGS LTD | 74,537 | $7.63M | shares |
| NOVAQSUNNOVA ENERGY INTERNATIONAL I | 5,561,874 | $2.07M | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001085146-25-005303 | base | 2025-08-15 | acceptance time not in the bulk data set |