Sylebra Capital LLC Portfolio Holdings by Sector
Sylebra Capital LLC
- $1.81 Trillion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PAYC ESTC 2 stocks |
$481 Million
30.51% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
PCT 1 stocks |
$448 Million
28.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
PI 1 stocks |
$331 Million
20.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
S FIVN 2 stocks |
$138 Million
8.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
XMTR 1 stocks |
$66.3 Million
4.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$51 Million
3.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
MYTE 1 stocks |
$31.4 Million
1.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diversified Communication Services | Technology
EGHT 1 stocks |
$29.2 Million
1.85% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|