Institutions / Sylebra Capital LLC

Sylebra Capital LLC

CIK 2003074 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$1.15B
Positions
11
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
PureCycle Technologies, Inc.—$292.73M34,077,57425.4%
Aeva Technologies, Inc.AEVACommon Stock$215.52M16,228,55318.7%
Impinj Inc—$197.01M1,132,15217.1%
Paycom Software, Inc.—$155.66M976,75613.5%
Elastic N.V.—$121.91M1,615,96810.6%
SentinelOne, Inc.—$64.08M4,272,2615.6%
LuxExperience B.V.LUXEADR$24.39M2,921,2342.1%
Xometry Inc—$24.26M407,9872.1%
8x8 Inc—$22.65M11,498,3772.0%
Nu Hldgs Ltd—$18.57M1,109,2231.6%
Alphabet Inc.—$16.48M52,6581.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
May 29, 2026SellPI
Impinj Inc
Common Stock
$7.31M-49K
-4.75%
973,667
3.19% of shares
medium
May 7, 2026SellPI
Impinj Inc
Common Stock
$5.52M-36K
-3.10%
1,132,152
3.71% of shares
medium
May 7, 2026SellPI
Impinj Inc
Common Stock
$5.52M-36K
-3.19%
1,095,981
3.59% of shares
medium
Jun 2, 2026SellPI
Impinj Inc
Common Stock
$5.51M-39K
-4.01%
927,780
3.04% of shares
medium
Jun 4, 2026SellPI
Impinj Inc
Common Stock
$4.57M-33K
-3.63%
888,055
2.91% of shares
medium
Jun 5, 2026SellPI
Impinj Inc
Common Stock
$4.39M-36K
-4.09%
840,576
2.75% of shares
medium
Jun 8, 2026SellPI
Impinj Inc
Common Stock
$4.29M-33K
-3.99%
795,048
2.60% of shares
medium
Jun 8, 2026SellPI
Impinj Inc
Common Stock
$4.29M-33K
-3.99%
795,048
2.60% of shares
medium
May 8, 2026SellPI
Impinj Inc
Common Stock
$3.96M-26K
-2.36%
1,070,085
3.50% of shares
medium
May 8, 2026SellPI
Impinj Inc
Common Stock
$3.96M-26K
-2.36%
1,070,085
3.50% of shares
medium