SYLEBRA CAPITAL LLC Long-Term Concentrated

Location: Palo Alto, CA

CIK: 0002003074 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 16, 2025

Total Value: $1.985B (100.0% shares, 0.0% debt)

Holdings (24)

PAYC PAYCOM SOFTWARE INC 17.1%

Value $339M Shares 1,549,872 Est. Cost $181.77 Unrealized +15.3%

PCT PURECYCLE TECHNOLOGIES INC 11.9%

Value $236M Shares 34,077,574 Est. Cost $9.03 Unrealized -0.5%

ESTC ELASTIC N V 11.5%

Value $227M Shares 2,552,554 Est. Cost $68.72 Unrealized +51.0%

PI IMPINJ INC 9.7%

Value $193M Shares 2,129,260 Est. Cost $68.10 Unrealized +64.6%

S SENTINELONE INC 9.7%

Value $192M Shares 10,573,052 Est. Cost $19.91 Unrealized +9.0%

RNG RINGCENTRAL INC 9.4%

Value $187M Shares 7,536,223 Est. Cost $33.22 Unrealized -6.1%

AEVA AEVA TECHNOLOGIES INC 5.7%

Value $114M Shares 16,228,553 Est. Cost $4.58 Unrealized -10.0%

AMD ADVANCED MICRO DEVICES INC 4.0%

Value $78.74M Shares 766,382 Est. Cost $130.25 Unrealized -14.6%

YMM FULL TRUCK ALLIANCE CO LTD 2.7%

Value $52.92M Shares 4,143,748 Est. Cost $7.55 Unrealized —

RUN SUNRUN INC 2.4%

Value $48.48M Shares 8,273,331 Est. Cost $11.55 Unrealized -28.7%

XMTR XOMETRY INC 2.4%

Value $46.89M Shares 1,881,624 Est. Cost $20.19 Unrealized +55.6%

PAGS PAGSEGURO DIGITAL LTD 2.3%

Value $45.89M Shares 6,013,961 Est. Cost $9.40 Unrealized -20.9%

NU NU HLDGS LTD 1.8%

Value $36.41M Shares 3,555,632 Est. Cost $9.44 Unrealized +25.2%

EGHT 8X8 INC NEW 1.4%

Value $28.17M Shares 14,085,649 Est. Cost $3.55 Unrealized -27.5%

PDD PDD HOLDINGS INC 1.4%

Value $28M Shares 236,611 Est. Cost $122.87 Unrealized —

LUXE MYT NETHERLANDS PARENT B V 1.4%

Value $27.88M Shares 3,688,354 Est. Cost $3.44 Unrealized —

FIVN FIVE9 INC 1.2%

Value $24.58M Shares 905,212 Est. Cost $69.20 Unrealized -47.0%

BEKE KE HLDGS INC 0.8%

Value $16.11M Shares 802,139 Est. Cost $15.53 Unrealized —

SE SEA LTD 0.8%

Value $15.13M Shares 115,941 Est. Cost $42.92 Unrealized —

ATAT ATOUR LIFESTYLE HLDGS LTD 0.7%

Value $14.88M Shares 525,026 Est. Cost $18.52 Unrealized —

MNSO MINISO GROUP HLDG LTD 0.7%

Value $14.41M Shares 779,543 Est. Cost $19.80 Unrealized —

EDU NEW ORIENTAL ED & TECHNOLOGY 0.5%

Value $9.181M Shares 192,024 Est. Cost $58.55 Unrealized —

FUTU FUTU HLDGS LTD 0.4%

Value $7.629M Shares 74,537 Est. Cost $102.35 Unrealized —

— SUNNOVA ENERGY INTL INC. 0.1%

Value $2.069M Shares 5,561,874 Est. Cost $7.90 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PAYC	PAYCOM SOFTWARE INC	1,549,872	$339M	17.1%	$181.77	+15.3%	COM	70432V102
PCT	PURECYCLE TECHNOLOGIES INC	34,077,574	$236M	11.9%	$9.03	-0.5%	COM	74623V103
ESTC	ELASTIC N V	2,552,554	$227M	11.5%	$68.72	+51.0%	ORD SHS	N14506104
PI	IMPINJ INC	2,129,260	$193M	9.7%	$68.10	+64.6%	COM	453204109
S	SENTINELONE INC	10,573,052	$192M	9.7%	$19.91	+9.0%	CL A	81730H109
RNG	RINGCENTRAL INC	7,536,223	$187M	9.4%	$33.22	-6.1%	CL A	76680R206
AEVA	AEVA TECHNOLOGIES INC	16,228,553	$114M	5.7%	$4.58	-10.0%	COM NEW	00835Q202
AMD	ADVANCED MICRO DEVICES INC	766,382	$78.74M	4.0%	$130.25	-14.6%	COM	007903107
YMM	FULL TRUCK ALLIANCE CO LTD	4,143,748	$52.92M	2.7%	$7.55	—	SPONSORED ADS	35969L108
RUN	SUNRUN INC	8,273,331	$48.48M	2.4%	$11.55	-28.7%	COM	86771W105
XMTR	XOMETRY INC	1,881,624	$46.89M	2.4%	$20.19	+55.6%	CLASS A COM	98423F109
PAGS	PAGSEGURO DIGITAL LTD	6,013,961	$45.89M	2.3%	$9.40	-20.9%	COM CL A	G68707101
NU	NU HLDGS LTD	3,555,632	$36.41M	1.8%	$9.44	+25.2%	ORD SHS CL A	G6683N103
EGHT	8X8 INC NEW	14,085,649	$28.17M	1.4%	$3.55	-27.5%	COM	282914100
PDD	PDD HOLDINGS INC	236,611	$28M	1.4%	$122.87	—	SPONSORED ADS	722304102
LUXE	MYT NETHERLANDS PARENT B V	3,688,354	$27.88M	1.4%	$3.44	—	ADS	55406W103
FIVN	FIVE9 INC	905,212	$24.58M	1.2%	$69.20	-47.0%	COM	338307101
BEKE	KE HLDGS INC	802,139	$16.11M	0.8%	$15.53	—	SPONSORED ADS	482497104
SE	SEA LTD	115,941	$15.13M	0.8%	$42.92	—	SPONSORD ADS	81141R100
ATAT	ATOUR LIFESTYLE HLDGS LTD	525,026	$14.88M	0.7%	$18.52	—	SPONSORED ADS	04965M106
MNSO	MINISO GROUP HLDG LTD	779,543	$14.41M	0.7%	$19.80	—	SPONSORED ADS	66981J102
EDU	NEW ORIENTAL ED & TECHNOLOGY	192,024	$9.181M	0.5%	$58.55	—	SPON ADR	647581206
FUTU	FUTU HLDGS LTD	74,537	$7.629M	0.4%	$102.35	—	SPON ADS CL A	36118L106
—	SUNNOVA ENERGY INTL INC.	5,561,874	$2.069M	0.1%	$7.90	—	COM	86745K104