SYLEBRA CAPITAL LLC
Top Portfolio Positions
11 positions ·
$773,696,990 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AEVA |
Aeva Technologies, Inc.
Technology
|
16,228,553 | $213,567,757 | 27.60% | |
| PCT |
PureCycle Technologies, Inc.
Industrials
|
34,077,574 | $176,862,609 | 22.86% | |
| PI |
Impinj Inc
Technology
|
1,132,152 | $116,272,010 | 15.03% | |
| PAYC |
Paycom Software, Inc.
Technology
|
689,045 | $83,746,529 | 10.82% | |
| ESTC |
Elastic N.V.
Technology
|
1,409,793 | $70,475,552 | 9.11% | |
| S |
SentinelOne, Inc.
Technology
|
3,718,309 | $47,891,819 | 6.19% | |
| XMTR |
Xometry, Inc.
Industrials
|
535,624 | $21,874,884 | 2.83% | |
| LUXE |
LuxExperience B.V.
Consumer Cyclical
|
2,443,053 | $19,544,424 | 2.53% | |
| EGHT |
8X8 Inc /De/
Technology
|
8,908,503 | $14,788,114 | 1.91% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
466,419 | $6,702,441 | 0.87% |
Portfolio Trend
11 quarters · across all stocks
Holdings in PAYC
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,746,529 | 689,045 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $155,655,836 | 976,756 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $281,467,097 | 1,352,297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $330,689,574 | 1,429,082 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $338,616,034 | 1,549,872 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $402,247,065 | 1,962,468 | Shares | Sole | 2025-03-03 | |
| 2024-09-30 | $326,888,294 | 1,962,468 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $279,996,222 | 1,957,468 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $253,196,044 | 1,272,278 | Shares | Sole | 2024-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||