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SYLEBRA CAPITAL LLC
Hedge Fund • Long/Short
SYLEBRA CAPITAL LLC is a Long/Short Hedge Fund based in Palo Alto, CA led by Daniel Patrick Gibson, reporting $4.7B in AUM as of Q3 2025 with 54% Technology concentration, 99% concentrated in top 10 holdings, 25% allocation to PCT, and 54% technology allocation.
OwnerDaniel Patrick Gibson
- Portfolio Value
- $1.8B
- Positions
- 11
- Top Holding
- PCT at 24.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SYLEBRA CAPITAL LLC's portfolio (98.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Industrial - Pollution & Treatment Controls Industrials | $448.1M | 24.74% | — | 18.92% 34.1M shares | |
Communication Equipment Technology | $330.6M | 18.26% | -$54.2M Sold | 6.29% 1.8M shares | |
Software - Application Technology | $281.5M | 15.54% | -$16.0M Sold | 2.40% 1.4M shares | |
Auto - Parts Consumer Cyclical | $235.3M | 12.99% | — | 28.81% 16.2M shares | |
Software - Application Technology | $199.4M | 11.01% | -$10.9M Sold | 2.22% 2.4M shares | |
Software - Infrastructure Technology | $116.5M | 6.43% | -$23.1M Sold | — 6.6M shares | |
Industrial - Machinery Industrials | $66.3M | 3.66% | -$46.1M Sold | 2.39% 1.2M shares | |
Banks - Diversified Financial Services | $51.0M | 2.82% | -$5.9M Sold | 0.07% 3.2M shares | |
ETF ETF | $31.4M | 1.73% | — | — 3.7M shares | |
Software - Application Technology | $29.2M | 1.61% | — | 10.11% 13.8M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SYLEBRA CAPITAL LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SYLEBRA CAPITAL LLC
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