The Analysis of SYLEBRA CAPITAL LLC's Holdings & P&L

Currently, SYLEBRA CAPITAL LLC holds 12 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in PCT (+34.1M shares, valued at $292.7M), N/A (+16.2M shares, valued at $215.5M), PAYC (+976.8K shares, valued at $155.7M); decreased their positions in EGHT (-1.5M shares, valued at $3.0M), EGHT (-1.6M shares, valued at $2.7M); initiated new positions in PCT (+34.1M shares, valued at $292.7M), N/A (+16.2M shares, valued at $215.5M), PAYC (+976.8K shares, valued at $155.7M).

1M P&L

+167.8M+26.11%

3M P&L

-63.1M-7.22%

HY P&L

-273.1M-25.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application307.2M

33.1%

2Pollution & Treatment Controls292.7M

31.5%

3Semiconductors197.0M

21.2%

Top Industries by Stock Count

1Software - Application4 stocks

40.0%

2Semiconductors1 stocks

10.0%

3Luxury Goods1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PCT PURECYCLE TECHNOLOGIES INC34.1M sharesnew addition2025-12-312026-02-18

AEVA TECHNOLOGIES INC AEVA TECHNOLOGIES INC16.2M sharesnew addition2025-12-312026-02-18

PI IMPINJ INC1.1M shares0.00%2025-12-312026-02-18

PAYC PAYCOM SOFTWARE INC976.8K sharesnew addition2025-12-312026-02-18

ESTC ELASTIC N V1.6M sharesnew addition2025-12-312026-02-18

S SENTINELONE INC4.3M sharesnew addition2025-12-312026-02-18

LUXE LUXEXPERIENCE BV2.9M sharesnew addition2025-12-312026-02-18

XMTR XOMETRY INC408.0K sharesnew addition2025-12-312026-02-18

Sponsored

NU NU HLDGS LTD1.1M sharesnew addition2025-12-312026-02-18

EGHT 8X8 INC NEW10.0M shares-13.41%2026-02-122026-02-17

ALPHABET INC ALPHABET INC52.7K sharesnew addition2025-12-312026-02-18

EGHT 6.8M shares-19.25%2026-04-162026-04-16

PCT

PURECYCLE TECHNOLOGIES INC

New

Shares34.1M

Event2025-12-31

Filed2026-02-18

AEVA TECHNOLOGIES INC

New

Shares16.2M

Event2025-12-31

Filed2026-02-18

IMPINJ INC

0.00%

Shares1.1M

Event2025-12-31

Filed2026-02-18

PAYC

PAYCOM SOFTWARE INC

New

Shares976.8K

Event2025-12-31

Filed2026-02-18

ESTC

ELASTIC N V

New

Shares1.6M

Event2025-12-31

Filed2026-02-18

SENTINELONE INC

New

Shares4.3M

Event2025-12-31

Filed2026-02-18

LUXE

LUXEXPERIENCE BV

New

Shares2.9M

Event2025-12-31

Filed2026-02-18

XMTR

XOMETRY INC

New

Shares408.0K

Event2025-12-31

Filed2026-02-18

NU HLDGS LTD

New

Shares1.1M

Event2025-12-31

Filed2026-02-18

EGHT

8X8 INC NEW

-13.41%

Shares10.0M

Event2026-02-12

Filed2026-02-17

ALPHABET INC

New

Shares52.7K

Event2025-12-31

Filed2026-02-18

EGHT

-19.25%

Shares6.8M

Event2026-04-16

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

SYLEBRA CAPITAL LLC Institutional Holdings, Portfolio & P&L — TradeFomo