SYLEBRA CAPITAL LLC

Q4 2025 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
12/31/2025
Date filed
2/18/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$1,153,253
Net value change ($000)
-657,893 (-36.3%)
New positions
1
Sold out positions
1
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 16,482 NEW
Top Reduces (Value $000, Stocks/ETFs)
PCT -155,394 -34.7%
PI -133,633 -40.4%
PAYC -125,811 -44.7%
ESTC -77,460 -38.9%
S -52,411 -45.0%
XMTR -41,989 -63.4%
NU -32,448 -63.6%
FIVN -21,906 -100.0%
AEVA -19,799 -8.4%
LUXE -6,959 -22.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type