SEC 13F Intelligence

Managers / Q1 2025 · view latest →

SYLEBRA CAPITAL LLC

CIK 0002003074 · 3000 EL CAMINO REAL BUILDING 5 SUITE 450, PALO ALTO, CA, 94306 · (332) 242-8518

Reported Value
$2.0B
Q1 2025
Positions
24
Filings on Record
12
2019–present window
Filed
May 16, 2025
original filing

Summary

Sylebra Capital Llc reported $2.0B in U.S.-listed holdings across 24 positions for Q1 2025.

Its largest position, PAYC, represents 17.1% of the portfolio.

Compared with Q4 2024, the fund opened 1 new position and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $2.6BQ4 ’23Q1 ’24: $3.0BQ2 ’24: $2.7BQ2 ’24Q3 ’24: $3.0BQ4 ’24: $3.6BQ4 ’24Q1 ’25: $2.0BQ2 ’25: $2.5BQ2 ’25Q3 ’25: $1.8BQ4 ’25: $1.2BQ4 ’25Q1 ’26: $774Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 75.0%Other: 15.6%ADR: 9.4%
  • Common Stock · 75.0% · $1.5B
  • Other · 15.6% · $310M
  • ADR · 9.4% · $186M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$774M11May 18, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B11Feb 18, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.8B11Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$2.5B17Aug 15, 202513F-HRchanges · EDGAR ↗
Q1 2025$2.0B24May 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.6B26Feb 18, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.0B28Nov 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.7B30Aug 15, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.0B29May 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.6B24Feb 15, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.