Sylebra Capital LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Sylebra Capital LLC disclosed 24 US equity positions worth $2.0bn in its Q1 2025 13F filing. The largest position was PAYC at 17.1% of the reported book, followed by PCT and ESTC. Against the Q4 2024 filing, it opened 1 new position, added to 6 and reduced 15 among the top 24 holdings.
What did Sylebra Capital LLC own in Q1 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | PAYC PAYCOM SOFTWARE INC | Technology | 17.1% | $338.6m | 1,549,872 | -21% | reduced |
| 2 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 11.9% | $235.8m | 34,077,574 | 2% | added |
| 3 | ESTC ELASTIC N V | Technology | 11.5% | $227.4m | 2,552,554 | -9% | reduced |
| 4 | PI IMPINJ INC | Technology | 9.7% | $193.1m | 2,129,260 | 0% | held |
| 5 | S SENTINELONE INC | Technology | 9.7% | $192.2m | 10,573,052 | 10% | added |
| 6 | RNG RINGCENTRAL INC | Technology | 9.4% | $186.6m | 7,536,223 | 0% | held |
| 7 | AEVA AEVA TECHNOLOGIES INC | Technology | 5.7% | $113.6m | 16,228,553 | 56% | added |
| 8 | AMD ADVANCED MICRO DEVICES INC | Technology | 4.0% | $78.7m | 766,382 | -31% | reduced |
| 9 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 2.7% | $52.9m | 4,143,748 | -36% | reduced |
| 10 | RUN SUNRUN INC | Technology | 2.4% | $48.5m | 8,273,331 | 24% | added |
| 11 | XMTR XOMETRY INC | 2.4% | $46.9m | 1,881,624 | 3% | added | |
| 12 | PAGS PAGSEGURO DIGITAL LTD | Technology | 2.3% | $45.9m | 6,013,961 | -21% | reduced |
| 13 | NU NU HLDGS LTD | Financial Services | 1.8% | $36.4m | 3,555,632 | 51% | added |
| 14 | EGHT 8X8 INC NEW | Technology | 1.4% | $28.2m | 14,085,649 | -2% | reduced |
| 15 | PDD PDD HOLDINGS INC | Consumer Cyclical | 1.4% | $28.0m | 236,611 | -41% | reduced |
| 16 | LUXE MYT NETHERLANDS PARENT B V | 1.4% | $27.9m | 3,688,354 | -6% | reduced | |
| 17 | FIVN FIVE9 INC | Technology | 1.2% | $24.6m | 905,212 | -62% | reduced |
| 18 | BEKE KE HLDGS INC | Real Estate | 0.8% | $16.1m | 802,139 | -29% | reduced |
| 19 | SE SEA LTD | Consumer Cyclical | 0.8% | $15.1m | 115,941 | -4% | reduced |
| 20 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 0.7% | $14.9m | 525,026 | -31% | reduced |
| 21 | MNSO MINISO GROUP HLDG LTD | Consumer Cyclical | 0.7% | $14.4m | 779,543 | -6% | reduced |
| 22 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 0.5% | $9.2m | 192,024 | -5% | reduced |
| 23 | FUTU FUTU HLDGS LTD | Financial Services | 0.4% | $7.6m | 74,537 | – | new |
| 24 | NOVAQ SUNNOVA ENERGY INTL INC. | 0.1% | $2.1m | 5,561,874 | -54% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.