Sylebra Capital LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Sylebra Capital LLC disclosed 17 US equity positions worth $2.5bn in its Q2 2025 13F filing. The largest position was AEVA at 25.0% of the reported book, followed by PCT and PAYC. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 10 among the top 17 holdings.
What did Sylebra Capital LLC own in Q2 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AEVA AEVA TECHNOLOGIES INC | Technology | 25.0% | $613.3m | 16,228,553 | 0% | held |
| 2 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 19.0% | $466.9m | 34,077,574 | 0% | held |
| 3 | PAYC PAYCOM SOFTWARE INC | Technology | 13.5% | $330.7m | 1,429,082 | -8% | reduced |
| 4 | PI IMPINJ INC | Technology | 9.6% | $236.5m | 2,129,260 | 0% | held |
| 5 | ESTC ELASTIC N V | Technology | 8.5% | $209.9m | 2,488,673 | -3% | reduced |
| 6 | RNG RINGCENTRAL INC | Technology | 7.4% | $181.0m | 6,385,186 | -15% | reduced |
| 7 | S SENTINELONE INC | Technology | 5.9% | $144.9m | 7,926,433 | -25% | reduced |
| 8 | XMTR XOMETRY INC | 2.8% | $69.7m | 2,062,157 | 10% | added | |
| 9 | NU NU HLDGS LTD | Financial Services | 2.0% | $48.8m | 3,555,632 | 0% | held |
| 10 | LUXE LUXEXPERIENCE BV | 1.2% | $29.3m | 3,688,354 | 0% | held | |
| 11 | EGHT 8X8 INC NEW | Technology | 1.1% | $27.0m | 13,781,823 | -2% | reduced |
| 12 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 1.1% | $26.6m | 2,248,977 | -46% | reduced |
| 13 | FIVN FIVE9 INC | Technology | 1.0% | $24.0m | 905,212 | 0% | held |
| 14 | PAGS PAGSEGURO DIGITAL LTD | Technology | 0.7% | $16.8m | 1,738,063 | -71% | reduced |
| 15 | ATAT ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 0.5% | $12.7m | 390,972 | -26% | reduced |
| 16 | SE SEA LTD | Consumer Cyclical | 0.4% | $10.0m | 62,211 | -46% | reduced |
| 17 | PDD PDD HOLDINGS INC | Consumer Cyclical | 0.3% | $6.8m | 64,989 | -73% | 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.