SYLEBRA CAPITAL LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| IMPINJ INC(PI) | 2,129,260 | 1,829,260 | -300,000 | 236,496,908 | 330,638,745 | 18.26% | +94,141,837 |
| NU HLDGS LTD(NU) | 3,555,632 | 3,186,526 | -369,106 | 48,783,271 | 51,016,281 | 2.82% | +2,233,010 |
| 8X8 INC NEW | 13,781,823 | 13,781,823 | 0 | 27,012,373 | 29,217,465 | 1.61% | +2,205,092 |
| LUXEXPERIENCE BV(LUXE) | 3,688,354 | 3,688,354 | 0 | 29,285,531 | 31,351,009 | 1.73% | +2,065,478 |
| FIVE9 INC(FIVN) | 905,212 | 905,212 | 0 | 23,970,014 | 21,906,130 | 1.21% | -2,063,884 |
| XOMETRY INC(XMTR) | 2,062,157 | 1,216,298 | -845,859 | 69,680,285 | 66,251,752 | 3.66% | -3,428,533 |
| PDD HOLDINGS INC(PDD) | 64,989 | 0 | -64,989 | 6,801,749 | 0 | — | -6,801,749 |
| SEA LTD(SE) | 62,211 | 0 | -62,211 | 9,950,027 | 0 | — | -9,950,027 |
| ELASTIC N V | 2,488,673 | 2,359,673 | -129,000 | 209,869,794 | 199,368,772 | 11.01% | -10,501,022 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 390,972 | 0 | -390,972 | 12,710,500 | 0 | — | -12,710,500 |
| PAGSEGURO DIGITAL LTD(PAGS) | 1,738,063 | 0 | -1,738,063 | 16,754,927 | 0 | — | -16,754,927 |
| PURECYCLE TECHNOLOGIES INC(PCT) | 34,077,574 | 34,077,574 | 0 | 466,862,764 | 448,120,098 | 24.74% | -18,742,666 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 2,248,977 | 0 | -2,248,977 | 26,560,418 | 0 | — | -26,560,418 |
| SENTINELONE INC(S) | 7,926,433 | 6,615,273 | -1,311,160 | 144,895,195 | 116,494,958 | 6.43% | -28,400,237 |
| PAYCOM SOFTWARE INC(PAYC) | 1,429,082 | 1,352,297 | -76,785 | 330,689,575 | 281,467,098 | 15.54% | -49,222,477 |
| RINGCENTRAL INC(RNG) | 6,385,186 | 0 | -6,385,186 | 181,020,023 | 0 | — | -181,020,023 |
| AEVA TECHNOLOGIES INC(AEVA) | 16,228,553 | 16,228,553 | 0 | 613,277,018 | 235,314,019 | 12.99% | -377,962,999 |