Sylebra Capital LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 18, 2026), Sylebra Capital LLC reported 11 stock positions worth $1.2 billion. Its top holding was Purecycle Technologies (PCT) at 25.4% of the portfolio, followed by Aeva Technologies (AEVA, 18.7%) and Impinj (PI, 17.1%). Compared with Q3 2025, it opened 1 new position, sold out of 1 and reduced 8. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale Paycom Software (PAYC, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0002003074
- Portfolio Value
- $1.2B (Q4 2025)
- SEC Filing
- 0001085146-26-000248 ↗ filed Feb 18, 2026
Holdings Value
Holdings 11 stocks · $1.2B
| PCT Purecycle Technologies Inc. | 25.38% | 34,077,574 | $292.7M | No change |
| AEVA Aeva Technologies Inc. | 18.69% | 16,228,553 | $215.5M | No change |
| PI Impinj Inc. | 17.08% | 1,132,152 | $197.0M | Reduce -38.1% |
| PAYC Paycom Software Inc. | 13.50% | 976,756 | $155.7M | Reduce -27.8% |
| ESTC Elastic NV | 10.57% | 1,615,968 | $121.9M | Reduce -31.5% |
| S Sentinelone Inc. Class A | 5.56% | 4,272,261 | $64.1M | Reduce -35.4% |
| LUXE Luxexperience BV | 2.12% | 2,921,234 | $24.4M | Reduce -20.8% |
| XMTR Xometry Inc. Class A | 2.10% | 407,987 | $24.3M | Reduce -66.5% |
| EGHT 8X8 Inc. | 1.96% | 11,498,377 | $22.7M | Reduce -16.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.61% | 1,109,223 | $18.6M | Reduce -65.2% |
| GOOGL Alphabet Inc. Class A | 1.43% | 52,658 | $16.5M | New |
Portfolio Sells Q3 2025 → Q4 2025
| PAYC Paycom Software Inc. | Reduce -27.8% | 13.50% | −2.04 |
| XMTR Xometry Inc. Class A | Reduce -66.5% | 2.10% | −1.55 |
| FIVN FIVE9 Inc. | Sold out | 0.00% | −1.21 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -65.2% | 1.61% | −1.21 |
| PI Impinj Inc. | Reduce -38.1% | 17.08% | −1.17 |
| S Sentinelone Inc. Class A | Reduce -35.4% | 5.56% | −0.88 |
| ESTC Elastic NV | Reduce -31.5% | 10.57% | −0.44 |
| EGHT 8X8 Inc. | Reduce -16.6% | 1.96% | +0.35 |
| LUXE Luxexperience BV | Reduce -20.8% | 2.12% | +0.38 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | New | 1.43% | +1.43 |
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 |