Sylebra Capital LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Sylebra Capital LLC reported 11 stock positions worth $1.8 billion. Its top holding was Purecycle Technologies (PCT) at 24.7% of the portfolio, followed by Impinj (PI, 18.3%) and Paycom Software (PAYC, 15.5%). Compared with Q2 2025, it sold out of 6 and reduced 6. The biggest sale was an exit from Ringcentral Class A (RNG).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0002003074
- Portfolio Value
- $1.8B (Q3 2025)
- SEC Filing
- 0002003074-25-000026 ↗ filed Nov 14, 2025
Holdings Value
Holdings 11 stocks · $1.8B
| PCT Purecycle Technologies Inc. | 24.74% | 34,077,574 | $448.1M | No change |
| PI Impinj Inc. | 18.26% | 1,829,260 | $330.6M | Reduce -14.1% |
| PAYC Paycom Software Inc. | 15.54% | 1,352,297 | $281.5M | Reduce -5.4% |
| AEVA Aeva Technologies Inc. | 12.99% | 16,228,553 | $235.3M | No change |
| ESTC Elastic NV | 11.01% | 2,359,673 | $199.4M | Reduce -5.2% |
| S Sentinelone Inc. Class A | 6.43% | 6,615,273 | $116.5M | Reduce -16.5% |
| XMTR Xometry Inc. Class A | 3.66% | 1,216,298 | $66.3M | Reduce -41.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.82% | 3,186,526 | $51.0M | Reduce -10.4% |
| LUXE Luxexperience BV | 1.73% | 3,688,354 | $31.4M | No change |
| EGHT 8X8 Inc. | 1.61% | 13,781,823 | $29.2M | No change |
| FIVN FIVE9 Inc. | 1.21% | 905,212 | $21.9M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| RNG Ringcentral Inc. Class A | Sold out | 0.00% | −7.37 |
| YMM Full Truck Alliance -SPN ADR | Sold out | 0.00% | −1.08 |
| PAGS Pagseguro Digital Ltd. Class A | Sold out | 0.00% | −0.68 |
| ATAT Atour Lifestyle Holdings-ADR | Sold out | 0.00% | −0.52 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −0.41 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −0.28 |
| S Sentinelone Inc. Class A | Reduce -16.5% | 6.43% | +0.53 |
| XMTR Xometry Inc. Class A | Reduce -41.0% | 3.66% | +0.82 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -10.4% | 2.82% | +0.83 |
| PAYC Paycom Software Inc. | Reduce -5.4% | 15.54% | +2.07 |
| ESTC Elastic NV | Reduce -5.2% | 11.01% | +2.46 |
| PI Impinj Inc. | Reduce -14.1% | 18.26% | +8.62 |
Portfolio Buys Q2 2025 → Q3 2025
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $944.5M | AEVA, PCT, PI, ESTC, PAYC |
| Q1 2026 | 11 | $773.7M | AEVA, PCT, PI, PAYC, ESTC |
| Q4 2025 | 11 | $1.2B | PCT, AEVA, PI, PAYC, ESTC |
| Q3 2025 | 11 | $1.8B | PCT, PI, PAYC, AEVA, ESTC |
| Q2 2025 | 17 | $2.5B | AEVA, PCT, PAYC, PI, ESTC |
| Q1 2025 | 24 | $2.0B | PAYC, PCT, ESTC, PI, S |
| Q4 2024Amended | 26 | $2.7B | PAYC, PCT, PI, ESTC, RNG |
| Q3 2024 | 28 | $3.0B | PI, PAYC, PCT, RNG, S |
| Q2 2024 | 30 | $2.7B | PI, ESTC, PAYC, RNG, PCT |
| Q1 2024 | 29 | $3.0B | PI, ESTC, RNG, PAYC, AMD |