Sylebra Capital LLC Top Holdings and 13F Report (2025) About Sylebra Capital LLCInvestment ActivitySylebra Capital LLC has $3.63 billion in total holdings as of December 31, 2024.Sylebra Capital LLC owns shares of 26 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 21.99% of the portfolio was purchased this quarter.About 2.12% of the portfolio was sold this quarter.This quarter, Sylebra Capital LLC has purchased 28 new stocks and bought additional shares in 15 stocks.Sylebra Capital LLC sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Paycom Software $658,995,972Impinj $504,359,570Elastic $451,949,655PURECYCLE TECHNOLOGIES INC $342,940,902RingCentral $263,843,167 Largest New Holdings this Quarter FLUTTER ENTMT PLC $5,676,596 Holding Largest Purchases this Quarter Paycom Software 1,252,617 shares (about $256.75M)Elastic 1,756,842 shares (about $174.07M)Advanced Micro Devices 643,703 shares (about $77.75M)Five9 1,396,496 shares (about $56.75M)Full Truck Alliance 4,184,065 shares (about $45.27M) Largest Sales this Quarter Opendoor Technologies 18,009,665 shares (about $28.82M)NU 1,209,468 shares (about $12.53M)SEA 37,075 shares (about $3.93M)MINISO Group 110,667 shares (about $2.64M)New Oriental Education & Technology Group 35,179 shares (about $2.26M) 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$658,995,972$256,748,906 ▲63.8%3,215,08518.2%Computer and TechnologyPIImpinj$504,359,570$39,912,219 ▲8.6%3,472,11613.9%Computer and TechnologyESTCElastic$451,949,655$174,067,905 ▲62.6%4,561,46212.5%Computer and TechnologyPURECYCLE TECHNOLOGIES INC$342,940,9020.0%33,457,6499.5%COMRNGRingCentral$263,843,1670.0%7,536,2237.3%Computer and TechnologyAMDAdvanced Micro Devices$216,285,487$77,752,885 ▲56.1%1,790,5916.0%Computer and TechnologySSentinelOne$213,414,838$12,528,059 ▲6.2%9,613,2815.9%Computer and TechnologyFIVNFive9$152,228,418$56,753,597 ▲59.4%3,745,7784.2%Computer and TechnologyYMMFull Truck Alliance$115,701,290$45,271,583 ▲64.3%10,693,2803.2%Business ServicesDESPDespegar.com$91,638,335$35,365,291 ▲62.8%4,760,4332.5%TransportationXMTRXometry$78,270,435$1,616,089 ▲2.1%1,834,7502.2%Industrial ProductsPAGSPagSeguro Digital$76,019,506$26,343,282 ▲53.0%12,143,6912.1%Business ServicesPDDPDD$63,698,279$15,963,099 ▲33.4%656,7511.8%Retail/WholesaleRUNSunrun$61,819,249$34,219,497 ▲124.0%6,683,1621.7%Oils/EnergyAEVA TECHNOLOGIES INC$49,301,6940.0%10,379,3041.4%COM NEWNOVASunnova Energy International$41,559,629$1,120,025 ▼-2.6%12,116,5101.1%Oils/EnergyEGHT8X8$39,139,3750.0%14,389,4761.1%Computer and TechnologyBEKEKE$34,131,707$11,148,834 ▲48.5%1,852,9700.9%Computer and TechnologyATATAtour Lifestyle$33,493,996$3,599,737 ▲12.0%1,245,5930.9%Consumer DiscretionaryMNSOMINISO Group$32,403,632$2,643,835 ▼-7.5%1,356,3680.9%Retail/WholesaleMYTEMYT Netherlands Parent B.V.$27,952,856$295,530 ▲1.1%3,937,0220.8%Retail/WholesaleNUNU$24,389,336$12,530,089 ▼-33.9%2,354,1830.7%FinanceEDUNew Oriental Education & Technology Group$21,286,324$2,257,788 ▼-9.6%331,6660.6%Consumer DiscretionarySESEA$21,111,035$3,933,657 ▼-15.7%198,9730.6%Computer and TechnologyFLUTTER ENTMT PLC$5,676,596$5,676,596 ▲New Holding21,9640.2%SHSOPENOpendoor Technologies$4,487,438$28,815,461 ▼-86.5%2,804,6490.1%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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