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CIK: 0002003074
Total reported value
$944.5M
$944.5M
17 檔
196.6%
The Q2 2025 SEC filing reveals that Sylebra Capital LLC held a total portfolio value of $944.5M, covering 17 public equity positions.
During Q2 2025, Sylebra Capital LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AEVA, PCT, PAYC) accounted for 196.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AEVA | Aeva Technologies Inc | Stock-Other | 24.98% | +21.75% | — | |
| 2 | PCT | Purecycle Technologies Inc | Stock-Other | 19.02% | +6.40% | — | |
| 3 | PAYC | Paycom Software Inc | Stock-Tech | 13.47% | -8.71% | -7.79% | |
| 4 | PI | Impinj Inc | Stock-Tech | 9.63% | -3.26% | — | |
| 5 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 8.55% | -5.93% | -2.50% | |
| 6 | RNG | Ringcentral Inc-class A | Stock-Tech | 7.37% | — | -15.27% | |
| 7 | S | Sentinelone Inc -class A | Stock-Tech | 5.90% | -6.19% | EXIT | |
| 8 | XMTR | Xometry Inc-a | Stock-Other | 2.84% | -1.06% | +9.59% | |
| 9 | NU | Nu Holdings Ltd. | Stock-Financials | 1.99% | -0.87% | EXIT | |
| 10 | LUXE | Luxexperience BV | Stock-Other | 1.19% | -1.17% | — | |
| 11 | EGHT | 8x8 Inc | Stock-Other | 1.10% | -1.15% | -2.16% | |
| 12 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 1.08% | — | -45.73% | |
| 13 | FIVN | Five9 Inc | Stock-Tech | 0.98% | — | — | |
| 14 | PAGS | PagSeguro Digital Ltd. | Stock-Other | 0.68% | — | -71.10% | |
| 15 | ATAT | Atour Lifestyle Holdings-adr | Stock-Other | 0.52% | — | -25.53% | |
| 16 | SE | Sea Ltd-adr | Stock-Comm Services | 0.41% | — | -46.34% | |
| 17 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 0.28% | — | -72.53% |
According to official SEC Form 13F filings, Sylebra Capital LLC reported a total U.S. public equity portfolio value of $944.5M across 17 disclosed positions in Q2 2025.
During Q2 2025, Sylebra Capital LLC's top holdings by market value included AEVA (25.0%)、PCT (19.0%)、PAYC (13.5%). The largest single position, AEVA, represented 25.0% of total portfolio value.
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In Q2 2025, Sylebra Capital LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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