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CIK: 0002003074
Total reported value
$944.5M
$944.5M
11 檔
158.3%
During the Q3 2025 filing period, Sylebra Capital LLC (CIK: 0002003074) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $944.5M across 11 reported positions.
In Q3 2025, Sylebra Capital LLC adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PCT | Purecycle Technologies Inc | Stock-Other | 24.74% | +6.40% | — | |
| 2 | PI | Impinj Inc | Stock-Tech | 18.26% | -3.26% | -14.09% | |
| 3 | PAYC | Paycom Software Inc | Stock-Tech | 15.54% | -8.71% | -5.37% | |
| 4 | AEVA | Aeva Technologies Inc | Stock-Other | 12.99% | +21.75% | — | |
| 5 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 11.01% | -5.93% | -5.18% | |
| 6 | S | Sentinelone Inc -class A | Stock-Tech | 6.43% | -6.19% | EXIT | |
| 7 | XMTR | Xometry Inc-a | Stock-Other | 3.66% | -1.06% | -41.02% | |
| 8 | NU | Nu Holdings Ltd. | Stock-Financials | 2.82% | -0.87% | EXIT | |
| 9 | LUXE | Luxexperience BV | Stock-Other | 1.73% | -1.17% | — | |
| 10 | EGHT | 8x8 Inc | Stock-Other | 1.61% | -1.15% | — | |
| 11 | FIVN | Five9 Inc | Stock-Tech | 1.21% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PCT | Purecycle Technologies Inc | +12.9% | — | Unchanged |
| 2 | PI | Impinj Inc | +8.5% | -14.09% | Trim |
| 3 | AEVA | Aeva Technologies Inc | +7.3% | — | Unchanged |
| 4 | XMTR | Xometry Inc-a | +1.3% | -41.02% | Trim |
| 5 | NU | Nu Holdings Ltd. | +1% | -10.38% | Trim |
| 6 | LUXE | Luxexperience BV | +0.3% | — | Unchanged |
| 7 | EGHT | 8x8 Inc | +0.2% | — | Trim |
| 8 | FIVN | Five9 Inc | 0% | — | Unchanged |
| 9 | VOO | Vanguard S&P 500 ETF | -0.5% | -5.18% | Trim |
| 10 | PAYC | Paycom Software Inc | -1.5% | -5.37% | Trim |
| 11 | S | Sentinelone Inc -class A | -3.3% | -16.54% | Trim |
| 12 | RNG | Ringcentral Inc-class A | — | EXIT | Sold out |
| 13 | AMD | Advanced Micro Devices | — | EXIT | Sold out |
| 14 | YMM | Full Truck Alliance -spn Adr | — | EXIT | Sold out |
| 15 | RUN | Sunrun Inc | — | EXIT | Sold out |
| 16 | PAGS | PagSeguro Digital Ltd. | — | EXIT | Sold out |
| 17 | PDD | Pdd Holdings Inc | — | EXIT | Sold out |
| 18 | BEKE | Ke Holdings Inc-adr | — | EXIT | Sold out |
| 19 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 20 | ATAT | Atour Lifestyle Holdings-adr | — | EXIT | Sold out |
| 21 | MNSO | Miniso Group Holding Ltd-adr | — | EXIT | Sold out |
| 22 | EDU | New Oriental Educatio-sp Adr | — | EXIT | Sold out |
| 23 | FUTU | Futu Holdings Ltd-adr | — | EXIT | Sold out |
| 24 | NOVAQ | Sunnova Energy International | — | EXIT | Sold out |
According to official SEC Form 13F filings, Sylebra Capital LLC reported a total U.S. public equity portfolio value of $944.5M across 11 disclosed positions in Q3 2025.
During Q3 2025, Sylebra Capital LLC's top holdings by market value included PCT (24.7%)、PI (18.3%)、PAYC (15.5%). The largest single position, PCT, represented 24.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PCT, PI, PAYC) accounted for 158.3% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
RNG
前期市值: $186.6M
In Q3 2025, Sylebra Capital LLC made 20 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 7 holdings, and fully liquidating 13 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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