Sylebra Capital LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Sylebra Capital LLC disclosed 11 US equity positions worth $1.8bn in its Q3 2025 13F filing. The largest position was PCT at 24.7% of the reported book, followed by PI and PAYC. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 6 among the top 11 holdings.
What did Sylebra Capital LLC own in Q3 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 24.7% | $448.1m | 34,077,574 | 0% | held |
| 2 | PI IMPINJ INC | Technology | 18.3% | $330.6m | 1,829,260 | -14% | reduced |
| 3 | PAYC PAYCOM SOFTWARE INC | Technology | 15.5% | $281.5m | 1,352,297 | -5% | reduced |
| 4 | AEVA AEVA TECHNOLOGIES INC | Technology | 13.0% | $235.3m | 16,228,553 | 0% | held |
| 5 | ESTC ELASTIC N V | Technology | 11.0% | $199.4m | 2,359,673 | -5% | reduced |
| 6 | S SENTINELONE INC | Technology | 6.4% | $116.5m | 6,615,273 | -17% | reduced |
| 7 | XMTR XOMETRY INC | 3.7% | $66.3m | 1,216,298 | -41% | reduced | |
| 8 | NU NU HLDGS LTD | Financial Services | 2.8% | $51.0m | 3,186,526 | -10% | reduced |
| 9 | LUXE LUXEXPERIENCE BV | 1.7% | $31.4m | 3,688,354 | 0% | held | |
| 10 | EGHT 8X8 INC NEW | Technology | 1.6% | $29.2m | 13,781,823 | 0% | held |
| 11 | FIVN FIVE9 INC | Technology | 1.2% | $21.9m | 905,212 | 0% | held |
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.