SYLEBRA CAPITAL LLC

Q3 2025 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
11
Total value ($000)
$1,811,146
Net value change ($000)
-643,474 (-26.2%)
New positions
0
Sold out positions
6
Turnover %
14.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/15/2025 Next filing: 2/18/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PI 94,142 39.8%
NU 2,233 4.6%
EGHT 2,205 8.2%
LUXE 2,065 7.1%
Top Reduces (Value $000, Stocks/ETFs)
AEVA -377,963 -61.6%
RNG -181,020 -100.0%
PAYC -49,223 -14.9%
S -28,400 -19.6%
YMM -26,560 -100.0%
PCT -18,743 -4.0%
PAGSEGURO DIGITAL LTD -16,755 -100.0%
ATAT -12,711 -100.0%
ESTC -10,501 -5.0%
SE -9,950 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type