Sylebra Capital LLC Portfolio Holdings by Sector

Sylebra Capital LLC

$1.98 Trillion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology PAYC ESTC RNG YMM 4 stocks	$806 Million 43.4% of portfolio	-	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology S PAGS FIVN 3 stocks	$263 Million 14.15% of portfolio	1	2	-	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials PCT 1 stocks	$236 Million 12.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology PI 1 stocks	$193 Million 10.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AMD 1 stocks	$78.7 Million 4.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Solar \| Technology RUN NOVA 2 stocks	$50.6 Million 2.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials XMTR 1 stocks	$46.9 Million 2.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical PDD SE 2 stocks	$43.1 Million 2.32% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$36.4 Million 1.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Diversified Communication Services \| Technology EGHT 1 stocks	$28.2 Million 1.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical MYTE 1 stocks	$27.9 Million 1.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate BEKE 1 stocks	$16.1 Million 0.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical MNSO 1 stocks	$14.4 Million 0.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU 1 stocks	$9.18 Million 0.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU 1 stocks	$7.63 Million 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts

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