Sylebra Capital LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Sylebra Capital LLC

CIK Number: 0002003074

2.45B
Market Value
23
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 16, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PAYC Paycom Software...
222.46
-0.82% 1.55M -21.02% 338.62M 178.65 17.06% Share
2 PCT PureCycle Techn...
13.51
+0.90% 34.08M +1.85% 235.82M 6.12 11.88% Share
3 ESTC Elastic N.V.
91.22
-1.17% 2.55M -8.99% 227.43M 82.08 11.46% Share
4 PI Impinj, Inc.
195.34
-2.71% 2.13M 0.00% 193.12M 57.1 9.73% Share
5 S SentinelOne, In...
17.98
-2.41% 10.57M +9.98% 192.22M 20.92 9.68% Share
6 RNG RingCentral, In...
31.76
-2.09% 7.54M 0.00% 186.6M 29.63 9.40% Share
7 AEVA Aeva Technologi...
14.67
+6.07% 16.23M +56.35% 113.6M 5.17 5.72% Share
8 AMD Advanced Micro ...
155.82
+2.91% 766.38K -30.61% 78.74M 133.45 3.97% Share
9 YMM Full Truck Alli...
13.32
+0.87% 4.14M -36.34% 52.92M 7.62 2.67% Share
10 RUN Sunrun Inc.
16.02
-5.32% 8.27M +23.79% 48.48M 9.2 2.44% Share
11 XMTR Xometry, Inc.
49.84
-3.77% 1.88M +2.55% 46.89M 15.99 2.36% Share
12 PAGS PagSeguro Digit...
9.52
-0.1% 6.01M -21.12% 45.89M 8.74 2.31% Share
13 NU Nu Holdings Ltd...
15.46
+1.54% 3.56M +51.03% 36.41M 9.13 1.83% Share
14 EGHT 8x8, Inc.
2.07
-0.96% 14.09M -2.11% 28.17M 2.52 1.42% Share
15 PDD PDD Holdings In...
126.06
+0.82% 236.61K -40.8% 28M 122.87 1.41% Share
16 MYTE MYT Netherlands...
7.64
-2.55% 3.69M -6.32% 27.88M 3.44 1.40% Share
17 FIVN Five9, Inc.
26.38
-1.05% 905.21K -61.54% 24.58M 61.06 1.24% Share
18 BEKE KE Holdings Inc...
19.91
+3.62% 802.14K -28.92% 16.11M 15.52 0.81% Share
19 SE Sea Limited
192.69
+1.12% 115.94K -4.35% 15.13M 42.79 0.76% Share
20 ATAT Atour Lifestyle...
39.98
-0.12% 525.03K -30.76% 14.88M 18.52 0.75% Share
21 MNSO MINISO Group Ho...
25.89
+0.98% 779.54K -5.59% 14.41M 20.09 0.73% Share
22 EDU New Oriental Ed...
52.02
+3.83% 192.02K -4.88% 9.18M 58.55 0.46% Share
23 FUTU Futu Holdings L...
188.08
+0.24% 74.54K +100.00% 7.63M 102.35 0.38% Share