SYLEBRA CAPITAL LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $2,900,778,000 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $4,675,286,000 | Pooled investment vehicles (100%) |
| Apr 2024 to Mar 2025 | $6,374,960,000 | Pooled investment vehicles (100%) |
| May 2023 to Mar 2024 | $8,880,653,000 | Pooled investment vehicles (100%) |
| Apr 2023 | $8,880,653,000 | Pooled investment vehicles (100%) |
| May 2022 to Mar 2023 | $8,481,732,000 | Pooled investment vehicles (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P SmallCap 600 as of 2026-06-30, active share 99.5%; sector active share 58.1% against the combined 13F book's sector weights.
Over time 12 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
9 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 67.2% | $634,352,985 |
| Industrials | 31.0% | $293,079,246 |
| Consumer Cyclical | 1.8% | $17,103,263 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PTRN | Pattern Group Inc. | +10,025 | 168,581 | $4,246,555 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EGHT | 8X8 Inc | −4,720,254 | 4,188,249 | $7,161,905 | |
| ESTC | Elastic N.V. | −883,328 | 526,465 | $30,019,034 | |
| LUXE | LuxExperience B.V. | −712,675 | 1,730,378 | $12,856,708 | |
| PAYC | Paycom Software, Inc. | −530,311 | 158,734 | $19,949,689 | |
| XMTR | Xometry, Inc. | −362,498 | 173,126 | $16,710,121 | |
| PI | Impinj Inc | −356,209 | 775,943 | $111,138,315 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AEVA |
Aeva Technologies, Inc.
Technology
|
Held | 16,228,553 | $466,084,042 | 49.35% | |
| PCT |
PureCycle Technologies, Inc.
Industrials
|
Held | 34,077,574 | $276,369,125 | 29.26% | |
| PI |
Impinj Inc
Technology
|
Reduced | 775,943 | $111,138,315 | 11.77% | |
| ESTC |
Elastic N.V.
Technology
|
Reduced | 526,465 | $30,019,034 | 3.18% | |
| PAYC |
Paycom Software, Inc.
Technology
|
Reduced | 158,734 | $19,949,689 | 2.11% | |
| XMTR |
Xometry, Inc.
Industrials
|
Reduced | 173,126 | $16,710,121 | 1.77% | |
| LUXE |
LuxExperience B.V.
Consumer Cyclical
|
Reduced | 1,730,378 | $12,856,708 | 1.36% | |
| EGHT |
8X8 Inc
Technology
|
Reduced | 4,188,249 | $7,161,905 | 0.76% | |
| PTRN |
Pattern Group Inc.
Consumer Cyclical
|
Added | 168,581 | $4,246,555 | 0.45% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.