SYLEBRA CAPITAL LLC
CIK 2003074 · Holdings on Dec 31, 2025 · First reported Feb 18, 2026
Top ten holdings
Q4 2025- PCT25.38%
- AEVA18.69%
- PI17.08%
- PAYC13.50%
- ESTC10.57%
- S5.56%
- LUXE2.12%
- XMTR2.10%
- EGHT1.96%
- NU1.61%
Share classes counted separately98.57%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AEVAWeight increased · +5.70 pp12.99% → 18.69%Shares 0 (0.00%)
- PAYCWeight decreased · -2.04 pp15.54% → 13.50%Shares -375.54K (-27.77%)
- XMTRWeight decreased · -1.56 pp3.66% → 2.10%Shares -808.31K (-66.46%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PCTPURECYCLE TECHNOLOGIES INC View history and evidence | $292.73M | 25.38% | 34.08M shares | 24.74% → 25.38%+0.64 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | AEVAAEVA TECHNOLOGIES INCCOM NEW View history and evidence | $215.52M | 18.69% | 16.23M shares | 12.99% → 18.69%+5.70 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | PIIMPINJ INC View history and evidence | $197.01M | 17.08% | 1.13M shares | 18.26% → 17.08%-1.18 pp -697.11K (-38.11%) | Reduced | ↗▾ |
| 04 | PAYCPAYCOM SOFTWARE INC View history and evidence | $155.66M | 13.50% | 976.76K shares | 15.54% → 13.50%-2.04 pp -375.54K (-27.77%) | Reduced | ↗▾ |
| 05 | ESTCELASTIC NVORD SHS View history and evidence | $121.91M | 10.57% | 1.62M shares | 11.01% → 10.57%-0.44 pp -743.71K (-31.52%) | Reduced | ↗▾ |
| 06 | SSENTINELONE INC -CLASS ACL A View history and evidence | $64.08M | 5.56% | 4.27M shares | 6.43% → 5.56%-0.87 pp -2.34M (-35.42%) | Reduced | ↗▾ |
| 07 | LUXELUXEXPERIENCE BVSPONSORED ADS View history and evidence | $24.39M | 2.12% | 2.92M shares | 1.73% → 2.12%+0.39 pp -767.12K (-20.80%) | Reduced | ↗▾ |
| 08 | XMTRXOMETRY INC-ACLASS A COM View history and evidence | $24.26M | 2.10% | 407.99K shares | 3.66% → 2.10%-1.56 pp -808.31K (-66.46%) | Reduced | ↗▾ |
| 09 | EGHT8X8 INC View history and evidence | $22.65M | 1.96% | 11.50M shares | 1.61% → 1.96%+0.35 pp -2.28M (-16.57%) | Reduced | ↗▾ |
| 10 | NUNU HOLDINGS LTD/CAYMAN ISL-AORD SHS CL A View history and evidence | $18.57M | 1.61% | 1.11M shares | 2.82% → 1.61%-1.21 pp -2.08M (-65.19%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FIVN FIVE9 INC | Non-derivative | -905,212 | -$21.91M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2003074 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1153253133
}Take these holdings further.
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