Latest imported 13F data
โณ
Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but SYLEBRA CAPITAL LLC's latest available filing here is Q3 2025.

SYLEBRA CAPITAL LLC

โ€ขCIK: 2003074โ€ขFiling: Q3 2025

**SYLEBRA CAPITAL LLC** manages $1.8B across a concentrated portfolio of 11 positions. The fund exhibits significant conviction in its top holdings, led by PCT at $448.1M and PI at $330.6M. Further substantial allocations include PAYC ($281.5M) and AEVA ($235.3M), indicating a focused, high-conviction investment mandate. This structure suggests a deep, thematic approach targeting specific market segments.

Total AUM
$1.8B
QoQ Performance
-26.2%
Positions
11
Top 10 Concentration
98.8%
Latest Filing
Q3 2025

Top Holdings Allocation

PCT
PI
PAYC
AEVA
ESTC
S
PCT24.7%
PI18.3%
PAYC15.5%
AEVA13.0%
ESTC11.0%
S6.4%
XMTR3.7%
NU2.8%

๐Ÿ“ˆ Biggest Buys

No new positions or increases this quarter

๐Ÿ“‰ Biggest Sells

PI
IMPINJ INC
-14.1%
18.3% of portfolio
XMTR
XOMETRY INC
-41.0%
3.7% of portfolio
S
SENTINELONE INC
-16.5%
6.4% of portfolio
PAYC
PAYCOM SOFTWARE INC
-5.4%
15.5% of portfolio
ESTC
ELASTIC N V
-5.2%
11.0% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q2 2025

RNG
RINGCENTRAL INC
SOLD
$181.0M
YMM
FULL TRUCK ALLIANCE CO LTD
SOLD
$26.6M
PAGS
PAGSEGURO DIGITAL LTD
SOLD
$16.8M
ATAT
ATOUR LIFESTYLE HLDGS LTD
SOLD
$12.7M
SE
SEA LTD
SOLD
$10.0M
+1 more exited positions

Changes from Q2 2025

โ†“6 decreased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023