Sylebra Capital LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Sylebra Capital LLC disclosed 11 US equity positions worth $1.2bn in its Q4 2025 13F filing. The largest position was PCT at 25.4% of the reported book, followed by AEVA and PI. Against the Q3 2025 filing, it opened 1 new position, added to 0 and reduced 8 among the top 11 holdings.
What did Sylebra Capital LLC own in Q4 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 25.4% | $292.7m | 34,077,574 | 0% | held |
| 2 | AEVA AEVA TECHNOLOGIES INC | Technology | 18.7% | $215.5m | 16,228,553 | 0% | held |
| 3 | PI IMPINJ INC | Technology | 17.1% | $197.0m | 1,132,152 | -38% | reduced |
| 4 | PAYC PAYCOM SOFTWARE INC | Technology | 13.5% | $155.7m | 976,756 | -28% | reduced |
| 5 | ESTC ELASTIC N V | Technology | 10.6% | $121.9m | 1,615,968 | -32% | reduced |
| 6 | S SENTINELONE INC | Technology | 5.6% | $64.1m | 4,272,261 | -35% | reduced |
| 7 | LUXE LUXEXPERIENCE BV | 2.1% | $24.4m | 2,921,234 | -21% | reduced | |
| 8 | XMTR XOMETRY INC | 2.1% | $24.3m | 407,987 | -66% | reduced | |
| 9 | EGHT 8X8 INC NEW | Technology | 2.0% | $22.7m | 11,498,377 | -17% | reduced |
| 10 | NU NU HLDGS LTD | Financial Services | 1.6% | $18.6m | 1,109,223 | -65% | reduced |
| 11 | GOOGL ALPHABET INC | Communication Services | 1.4% | $16.5m | 52,658 | – | new |
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.