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SC
Sylebra Capital Portfolio holdings
AUM
$774M
1-Year Est. Return
56.69%
This Fund
S&P 500
This Quarter
Est. Return
+134.07%
1 Year Est. Return
+56.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$470M
(+24%)
Cap. Flow
-$374M
Cap. Flow
% of AUM
-15.24%
Top 10 Holdings %
Top 10 Hldgs %
94.96%
Holding
24
New
–
Increased
1
Reduced
10
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Xometry
XMTR
|
+$5.29M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$78.7M |
| 2 |
Sunrun
RUN
|
+$48.5M |
| 3 |
SentinelOne
S
|
+$48.4M |
| 4 |
PagSeguro Digital
PAGS
|
+$38.5M |
| 5 |
RingCentral
RNG
|
+$29.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 73.76% |
| 2 | Industrials | 21.86% |
| 3 | Consumer Discretionary | 2.39% |
| 4 | Financials | 1.99% |
| 5 | Consumer Staples | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AEVA
1
Aeva Technologies
AEVA
$1.2B
| $613M | 24.98% |
16,228,553
| – | – |
|
2
PureCycle Technologies
PCT
$1.28B
| $467M | 19.02% |
34,077,574
| – | – |
|
3
Paycom
PAYC
$7.64B
| $331M | 13.47% |
1,429,082
-120,790
| -8% | -$28.6M |
|
4
Impinj
PI
$4.62B
| $236M | 9.63% |
2,129,260
| – | – |
|
5
Elastic
ESTC
$6.84B
| $210M | 8.55% |
2,488,673
-63,881
| -3% | -$5.4M |
|
|
6
RingCentral
RNG
$4.66B
| $181M | 7.37% |
6,385,186
-1,151,037
| -15% | -$29.7M |
|
|
7
SentinelOne
S
$6.53B
| $145M | 5.9% |
7,926,433
-2,646,619
| -25% | -$48.4M |
|
|
8
Xometry
XMTR
$4.74B
| $69.7M | 2.84% |
2,062,157
+180,533
| +10% | +$5.29M |
|
9
Nu Holdings
NU
$69.2B
| $48.8M | 1.99% |
3,555,632
| – | – |
|
|
LUXE
10
LuxExperience B.V.
LUXE
$1.12B
| $29.3M | 1.19% |
3,688,354
| – | – |
|
11
8x8 Inc
EGHT
$269M
| $27M | 1.1% |
13,781,823
-303,826
| -2% | -$536K |
|
12
Full Truck Alliance
YMM
$9.85B
| $26.6M | 1.08% |
2,248,977
-1,894,771
| -46% | -$22.1M |
|
13
FIVE9
FIVN
$2.11B
| $24M | 0.98% |
905,212
| – | – |
|
|
14
PagSeguro Digital
PAGS
$2.69B
| $16.8M | 0.68% |
1,738,063
-4,275,898
| -71% | -$38.5M |
|
15
Atour Lifestyle Holdings
ATAT
$4.67B
| $12.7M | 0.52% |
390,972
-134,054
| -26% | -$3.81M |
|
16
Sea Limited
SE
$65.4B
| $9.95M | 0.41% |
62,211
-53,730
| -46% | -$7.78M |
|
17
Pinduoduo
PDD
$126B
| $6.8M | 0.28% |
64,989
-171,622
| -73% | -$18M |
|
|
18
Advanced Micro Devices
AMD
$776B
| – | – |
-766,382
| Closed | -$78.7M |
|
19
KE Holdings
BEKE
$18.7B
| – | – |
-802,139
| Closed | -$16.1M |
|
20
New Oriental
EDU
$9.37B
| – | – |
-192,024
| Closed | -$9.18M |
|
21
Futu Holdings
FUTU
$14.7B
| – | – |
-74,537
| Closed | -$7.63M |
|
22
MINISO
MNSO
$3.88B
| – | – |
-779,543
| Closed | -$14.4M |
|
|
NOVA
23
DELISTED
Sunnova Energy
NOVA
| – | – |
-5,561,874
| Closed | -$2.07M |
|
|
24
Sunrun
RUN
$2.34B
| – | – |
-8,273,331
| Closed | -$48.5M |
|
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Sylebra Capital's Q2 2025 Portfolio in Review
As of Q2 2025, Sylebra Capital held 24 positions worth $2.45B, up 24% from $1.98B the previous quarter. Its ten largest holdings account for 95% of the portfolio.
Sylebra Capital withdrew a net $374M in Q2 2025, closing 7 positions and reducing 10 holdings. Its most notable exit was Advanced Micro Devices, an estimated $78.7M position sold in full.
By sector, the portfolio is most concentrated in Technology at 74% of assets, down from 77% a quarter earlier, followed by Industrials and Consumer Discretionary.
Against the trend, Sylebra Capital added an estimated $5.29M to Xometry.
- Sylebra Capital added most to Xometry in Q2 2025, an estimated $5.29M increase.
- Sylebra Capital's biggest Q2 2025 reduction was SentinelOne, cutting an estimated $48.4M.
- Sylebra Capital fully exited Advanced Micro Devices in Q2 2025, selling an estimated $78.7M.
- Sylebra Capital's ten largest holdings make up 95% of its $2.45B portfolio in Q2 2025.
- Sylebra Capital opened 0 new positions and closed 7 in Q2 2025.
- Sylebra Capital's portfolio value rose 24% quarter-over-quarter to $2.45B.
Based on Sylebra Capital's 13F filing for Q2 2025, filed 15 Aug 2025.