SYLEBRA CAPITAL LLC

Portfolio Overview

Sylebra Capital LLC reported a significant contraction in portfolio value for the quarter ending September 30, 2025, with total assets under management (AUM) decreasing by 41.8%, dropping from $2.45 billion to $1.43 billion. This reduction in AUM is attributable to a combination of active portfolio deleveraging and realized losses, as the firm aggressively exited positions and reduced exposure to existing holdings. The portfolio is currently highly concentrated, consisting...