Sylebra Capital LLC Portfolio Holdings

Sylebra Capital LLC

  • $1.98 Trillion
  • Q1 2025

Sylebra Capital LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.98 Trillion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Paycom Software, Inc. with a value of $339B, Pure Cycle Technologies, Inc. with a value of $236B, Elastic N.V. with a value of $227B, Impinj Inc with a value of $193B, and Sentinel One, Inc. with a value of $192B.

Examining the 13F form we can see an decrease of $684B in the current position value, from $2.67T to 1.98T.

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 $1.98 Trillion
Technology: $1.42 Trillion
Industrials: $283 Billion
Consumer Cyclical: $85.4 Billion
Financial Services: $44 Billion
Real Estate: $16.1 Billion
Consumer Defensive: $9.18 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$15.6B
$339 Billion 17.06% of portfolio
1,549,872
Q1 2025 Reduced 21.02%
$1.42B
$236 Billion 11.88% of portfolio
34,077,574
Q1 2025 Added 1.85%
$8.77B
$227 Billion 11.46% of portfolio
2,552,554
Q1 2025 Reduced 8.99%
$3.16B
$193 Billion 9.73% of portfolio
2,129,260
Q4 2024 Reduced 38.68%
$4.14B
$192 Billion 9.68% of portfolio
10,573,052
Q1 2025 Added 9.98%
$2.39B
$187 Billion 9.4% of portfolio
7,536,223
Q1 2024 Reduced 7.9%
Aeva Technologies Inc
-
$114 Billion 5.72% of portfolio
-
Q1 2025 Added 56.35%
$189B
$78.7 Billion 3.97% of portfolio
766,382
Q1 2025 Reduced 30.61%
$13.7B
$52.9 Billion 2.67% of portfolio
4,143,748
Q1 2025 Reduced 36.34%
$2.73B
$48.5 Billion 2.44% of portfolio
8,273,331
Q1 2025 Added 23.79%
$1.48B
$46.9 Billion 2.36% of portfolio
1,881,624
Q1 2025 Added 2.55%
$2.95B
$45.9 Billion 2.31% of portfolio
6,013,961
Q1 2025 Reduced 21.12%
$46.5B
$36.4 Billion 1.83% of portfolio
3,555,632
Q1 2025 Added 51.03%
$198M
$28.2 Billion 1.42% of portfolio
14,085,649
Q1 2025 Reduced 2.11%
$149B
$28 Billion 1.41% of portfolio
236,611
Q1 2025 Reduced 40.8%
$719M
$27.9 Billion 1.4% of portfolio
3,688,354
Q1 2025 Reduced 6.32%
$24.1B
$16.1 Billion 0.81% of portfolio
802,139
Q1 2025 Reduced 28.92%
$90.7B
$15.1 Billion 0.76% of portfolio
115,941
Q1 2025 Reduced 4.35%
-
$14.9 Billion 0.75% of portfolio
-
Q1 2025 Reduced 30.76%
$6.58B
$14.4 Billion 0.73% of portfolio
779,543
Q1 2025 Reduced 5.59%
$8.26B
$9.18 Billion 0.46% of portfolio
192,024
Q1 2025 Reduced 4.88%
$15.8B
$7.63 Billion 0.38% of portfolio
74,537
Q1 2025 New
$25.3M
$2.07 Billion 0.1% of portfolio
5,561,874
Q1 2025 Reduced 54.1%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $1.98 Trillion
  • Prior Value $2.67 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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