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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
+3.53%
1 Year Est. Return
+56.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.81B
AUM Growth
-$643M
Cap. Flow
-$395M
Cap. Flow %
-21.79%
Top 10 Hldgs %
98.79%
Holding
17
New
–
Increased
–
Reduced
6
Closed
6

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
RNG icon
RingCentral
RNG
+$181M
2
PI icon
Impinj
PI
+$47.3M
3
XMTR icon
Xometry
XMTR
+$36.7M
4
YMM icon
Full Truck Alliance
YMM
+$26.6M
5
S icon
SentinelOne
S
+$23.5M

Sector Composition

Rank Sector Weight
1 Technology 67.05%
2 Industrials 28.4%
3 Financials 2.82%
4 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCT icon
1
PureCycle Technologies
PCT
$1.28B
$448M 24.74%
34,077,574
– –
PI icon
2
Impinj
PI
$4.62B
$331M 18.26%
1,829,260
-300,000
-14% -$47.3M
PAYC icon
3
Paycom
PAYC
$7.64B
$281M 15.54%
1,352,297
-76,785
-5% -$17.3M
AEVA
4
Aeva Technologies
AEVA
$1.2B
$235M 12.99%
16,228,553
– –
ESTC icon
5
Elastic
ESTC
$6.84B
$199M 11.01%
2,359,673
-129,000
-5% -$10.9M
S icon
6
SentinelOne
S
$6.53B
$116M 6.43%
6,615,273
-1,311,160
-17% -$23.5M
XMTR icon
7
Xometry
XMTR
$4.74B
$66.3M 3.66%
1,216,298
-845,859
-41% -$36.7M
NU icon
8
Nu Holdings
NU
$69.2B
$51M 2.82%
3,186,526
-369,106
-10% -$5.15M
LUXE
9
LuxExperience B.V.
LUXE
$1.12B
$31.4M 1.73%
3,688,354
– –
EGHT icon
10
8x8 Inc
EGHT
$269M
$29.2M 1.61%
13,781,823
– –
FIVN icon
11
FIVE9
FIVN
$2.11B
$21.9M 1.21%
905,212
– –
ATAT icon
12
Atour Lifestyle Holdings
ATAT
$4.67B
– –
-390,972
Closed -$12.7M
PAGS icon
13
PagSeguro Digital
PAGS
$2.69B
– –
-1,738,063
Closed -$16.8M
PDD icon
14
Pinduoduo
PDD
$126B
– –
-64,989
Closed -$6.8M
RNG icon
15
RingCentral
RNG
$4.66B
– –
-6,385,186
Closed -$181M
SE icon
16
Sea Limited
SE
$65.4B
– –
-62,211
Closed -$9.95M
YMM icon
17
Full Truck Alliance
YMM
$9.85B
– –
-2,248,977
Closed -$26.6M

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Sylebra Capital's Q3 2025 Portfolio in Review

As of Q3 2025, Sylebra Capital held 17 positions worth $1.81B, down 26% from $2.45B the previous quarter. Its ten largest holdings account for 99% of the portfolio.

Sylebra Capital withdrew a net $395M in Q3 2025, closing 6 positions and reducing 6 holdings. Its most notable exit was RingCentral, an estimated $181M position sold in full.

By sector, the portfolio is most concentrated in Technology at 67% of assets, down from 74% a quarter earlier, followed by Industrials and Financials.

  • Sylebra Capital's biggest Q3 2025 reduction was Impinj, cutting an estimated $47.3M.
  • Sylebra Capital fully exited RingCentral in Q3 2025, selling an estimated $181M.
  • Sylebra Capital's ten largest holdings make up 99% of its $1.81B portfolio in Q3 2025.
  • Sylebra Capital opened 0 new positions and closed 6 in Q3 2025.
  • Sylebra Capital's portfolio value fell 26% quarter-over-quarter to $1.81B.

Based on Sylebra Capital's 13F filing for Q3 2025, filed 14 Nov 2025.