Sylebra Capital LLC Portfolio Holdings

Sylebra Capital LLC

$1.81 Trillion
Q3 2025

Sylebra Capital LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.81 Trillion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pure Cycle Technologies, Inc. with a value of $448B, Impinj Inc with a value of $331B, Paycom Software, Inc. with a value of $281B, Aeva Technologies Inc with a value of $235B, and Elastic N.V. with a value of $199B.

Examining the 13F form we can see an decrease of $643B in the current position value, from $2.45T to 1.81T.

Sylebra Capital LLC is based out at Palo Alto, CA

Below you can find more details about Sylebra Capital LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.81 Trillion

Technology: $979 Billion

Industrials: $514 Billion

Financial Services: $51 Billion

Consumer Cyclical: $31.4 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PCT Pure Cycle Technologies, Inc. Industrials	$1.5B	$448 Billion 24.74% of portfolio	34,077,574	Q1 2025 Added 1.85%
MYTE Myt Netherlands Parent B.V. Consumer Cyclical	$828M	$31.4 Billion 1.73% of portfolio	3,688,354	Q1 2025 Reduced 6.32%
FIVN Five9, Inc. Technology	$1.42B	$21.9 Billion 1.21% of portfolio	905,212	Q1 2025 Reduced 61.54%

Summary

Portfolio
No. of Stocks 11
Current Value $1.81 Trillion
Prior Value $2.45 Trillion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 6 stocks

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Sylebra Capital LLC Portfolio Holdings