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SYLEBRA CAPITAL LLC

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13F filer, CIK 2003074, PALO ALTO, CA

SYLEBRA CAPITAL LLC reported $1,811,146,327 across 11 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 98.79% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002003074-25-000026

Period
2025-09-30
Reported value
$1.81B
Holdings
11
Top 10 weight
98.79%
New
0
Sold out
6

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
RNGexited-6,385,186-$181M
PIreduced-300,000-$54.2M
XMTRreduced-845,859-$46.1M
YMMexited-2,248,977-$26.6M
Sreduced-1,311,160-$23.1M

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.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002003074-25-000026, largest first. % of portfolio is the value over $1,811,146,327, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PCTPURECYCLE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,457,649 shares; 2024Q4: 33,457,649 shares; 2025Q1: 34,077,574 shares; 2025Q2: 34,077,574 shares; 2025Q3: 34,077,574 shares 34,077,574$448M24.74%0Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,197,352 shares; 2024Q4: 2,129,260 shares; 2025Q1: 2,129,260 shares; 2025Q2: 2,129,260 shares; 2025Q3: 1,829,260 shares 1,829,260$331M18.26%-300,000Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962,468 shares; 2024Q4: 1,962,468 shares; 2025Q1: 1,549,872 shares; 2025Q2: 1,429,082 shares; 2025Q3: 1,352,297 shares 1,352,297$281M15.54%-76,785Timeline
AEVAAEVA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,379,304 shares; 2024Q4: 10,379,304 shares; 2025Q1: 16,228,553 shares; 2025Q2: 16,228,553 shares; 2025Q3: 16,228,553 shares 16,228,553$235M12.99%0Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,804,620 shares; 2024Q4: 2,804,620 shares; 2025Q1: 2,552,554 shares; 2025Q2: 2,488,673 shares; 2025Q3: 2,359,673 shares 2,359,673$199M11.01%-129,000Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,048,954 shares; 2024Q4: 9,613,281 shares; 2025Q1: 10,573,052 shares; 2025Q2: 7,926,433 shares; 2025Q3: 6,615,273 shares 6,615,273$116M6.43%-1,311,160Timeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796,867 shares; 2024Q4: 1,834,750 shares; 2025Q1: 1,881,624 shares; 2025Q2: 2,062,157 shares; 2025Q3: 1,216,298 shares 1,216,298$66.3M3.66%-845,859Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,563,651 shares; 2024Q4: 2,354,183 shares; 2025Q1: 3,555,632 shares; 2025Q2: 3,555,632 shares; 2025Q3: 3,186,526 shares 3,186,526$51M2.82%-369,106Timeline
LUXELUXEXPERIENCE BVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895,398 shares; 2024Q4: 3,937,022 shares; 2025Q1: 3,688,354 shares; 2025Q2: 3,688,354 shares; 2025Q3: 3,688,354 shares 3,688,354$31.4M1.73%0Timeline
EGHT8X8 INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,389,476 shares; 2024Q4: 14,389,476 shares; 2025Q1: 14,085,649 shares; 2025Q2: 13,781,823 shares; 2025Q3: 13,781,823 shares 13,781,823$29.2M1.61%0Timeline
FIVNFIVE9 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,349,282 shares; 2024Q4: 2,353,814 shares; 2025Q1: 905,212 shares; 2025Q2: 905,212 shares; 2025Q3: 905,212 shares 905,212$21.9M1.21%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RNGRINGCENTRAL INC6,385,186$181Mshares
YMMFULL TRUCK ALLIANCE CO LTD2,248,977$26.6Mshares
PAGSPAGSEGURO DIGITAL LTD1,738,063$16.8Mshares
ATATATOUR LIFESTYLE HLDGS LTD390,972$12.7Mshares
SESEA LTD62,211$9.95Mshares
PDDPDD HOLDINGS INC64,989$6.8Mshares

How Q3 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002003074-25-000026 base2025-11-14acceptance time not in the bulk data set