Sylebra Capital LLC Top Holdings and 13F Report (2025) About Sylebra Capital LLCInvestment ActivitySylebra Capital LLC has $2.67 billion in total holdings as of December 31, 2024.Sylebra Capital LLC owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.05% of the portfolio was purchased this quarter.About 10.90% of the portfolio was sold this quarter.This quarter, Sylebra Capital LLC has purchased 28 new stocks and bought additional shares in 6 stocks.Sylebra Capital LLC sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Paycom Software $402,247,066PURECYCLE TECHNOLOGIES INC $342,940,902Impinj $309,296,308Elastic $277,881,750RingCentral $263,843,167 Largest New Holdings this Quarter FLUTTER ENTMT PLC $5,676,596 Holding Largest Purchases this Quarter Sunrun 3,699,405 shares (about $34.22M)SentinelOne 564,327 shares (about $12.53M)FLUTTER ENTMT PLC 21,964 shares (about $5.68M)Xometry 37,883 shares (about $1.62M)MYT Netherlands Parent B.V. 41,624 shares (about $295.53K) Largest Sales this Quarter Impinj 1,068,092 shares (about $155.15M)Opendoor Technologies 19,146,901 shares (about $30.64M)MINISO Group 641,295 shares (about $15.32M)NU 1,209,468 shares (about $12.53M)SEA 114,834 shares (about $12.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSylebra Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPAYCPaycom Software$402,247,0660.0%1,962,46815.1%Computer and TechnologyPURECYCLE TECHNOLOGIES INC$342,940,9020.0%33,457,64912.8%COMPIImpinj$309,296,308$155,151,044 ▼-33.4%2,129,26011.6%Computer and TechnologyESTCElastic$277,881,7500.0%2,804,62010.4%Computer and TechnologyRNGRingCentral$263,843,1670.0%7,536,2239.9%Computer and TechnologySSentinelOne$213,414,838$12,528,059 ▲6.2%9,613,2818.0%Computer and TechnologyAMDAdvanced Micro Devices$133,412,193$5,120,409 ▼-3.7%1,104,4975.0%Computer and TechnologyFIVNFive9$95,659,001$184,180 ▲0.2%2,353,8143.6%Computer and TechnologyXMTRXometry$78,270,435$1,616,089 ▲2.1%1,834,7502.9%IndustrialsYMMFull Truck Alliance$70,429,7060.0%6,509,2152.6%Business ServicesRUNSunrun$61,819,249$34,219,497 ▲124.0%6,683,1622.3%EnergyDESPDespegar.com$56,425,850$152,806 ▲0.3%2,931,2132.1%TransportationAEVA TECHNOLOGIES INC$49,301,6940.0%10,379,3041.8%COM NEWPAGSPagSeguro Digital$47,725,940$1,950,284 ▼-3.9%7,623,9521.8%Business ServicesNOVASunnova Energy International$41,559,629$1,120,025 ▼-2.6%12,116,5101.6%EnergyPDDPDD$38,766,418$8,968,762 ▼-18.8%399,6951.5%Retail/WholesaleEGHT8X8$38,419,9010.0%14,389,4761.4%Computer and TechnologyMYTEMYT Netherlands Parent B.V.$27,952,856$295,530 ▲1.1%3,937,0221.0%Retail/WholesaleNUNU$24,389,336$12,530,089 ▼-33.9%2,354,1830.9%FinanceBEKEKE$20,788,020$2,194,854 ▼-9.5%1,128,5570.8%Computer and TechnologyATATAtour Lifestyle$20,389,208$9,505,050 ▼-31.8%758,2450.8%Consumer DiscretionaryMNSOMINISO Group$19,726,929$15,320,538 ▼-43.7%825,7400.7%Retail/WholesaleEDUNew Oriental Education & Technology Group$12,956,209$10,587,903 ▼-45.0%201,8730.5%Consumer DiscretionarySESEA$12,860,805$12,183,887 ▼-48.6%121,2140.5%Computer and TechnologyFLUTTER ENTMT PLC$5,676,596$5,676,596 ▲New Holding21,9640.2%SHSOPENOpendoor Technologies$2,667,861$30,635,044 ▼-92.0%1,667,4130.1%Business ServicesDQDaqo New Energy$0$14,665,198 ▼-100.0%00.0%Basic MaterialsDLODLocal$0$7,042,264 ▼-100.0%00.0%Business ServicesCHGGChegg$0$3,851,265 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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