SYLEBRA CAPITAL LLC

CIK

2003074

Location

PALO ALTO, CA

Portfolio Value

Small $773,696,990

Diversification

Moderately concentrated

Filing Date

Global Rank

#1,781 / 8,232 ▼ 284

Top Industry

Software - Infrastructure 33.8%

3Y Alpha vs SPY

-8.3%

Period ended 2 months ago

Filed May 18, 2026 · 27d

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+42.5%

SPY

+70.5%

Annualised alpha

-8.3%

Max drawdown

−47.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.6%

+2.2 pts

Top 5

85.4%

+0.2 pts

Top 10

99.7%

+1.2 pts

HHI

1,768

Moderately concentrated+140

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	70.9%	$548,712,632	7
Industrials	25.7%	$198,737,493	2
Consumer Cyclical	2.5%	$19,544,424	1
Financial Services	0.9%	$6,702,441	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
XMTR	Xometry, Inc.	+127,637	535,624	$21,874,884
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
EGHT	8X8 Inc /De/	−2,589,874	8,908,503	$14,788,114
NU	Nu Holdings Ltd.	−642,804	466,419	$6,702,441
S	SentinelOne, Inc.	−553,952	3,718,309	$47,891,819
LUXE	LuxExperience B.V.	−478,181	2,443,053	$19,544,424
PAYC	Paycom Software, Inc.	−287,711	689,045	$83,746,529
ESTC	Elastic N.V.	−206,175	1,409,793	$70,475,552
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PTRN	Pattern Group Inc.	158,556	$1,970,851
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GOOGL	Alphabet Inc.	52,658	$16,481,954
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $773,696,990 total · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AEVA	Aeva Technologies, Inc. Technology	Held	16,228,553	0	$213,567,757	−0.9%	27.60%
PCT	PureCycle Technologies, Inc. Industrials	Held	34,077,574	0	$176,862,609	−39.6%	22.86%
PI	Impinj Inc Technology	Held	1,132,152	0	$116,272,010	−41.0%	15.03%
PAYC	Paycom Software, Inc. Technology	Reduced	689,045	-287,711	$83,746,529	−46.2%	10.82%
ESTC	Elastic N.V. Technology	Reduced	1,409,793	-206,175	$70,475,552	−42.2%	9.11%
S	SentinelOne, Inc. Technology	Reduced	3,718,309	-553,952	$47,891,819	−25.3%	6.19%
XMTR	Xometry, Inc. Industrials	Added	535,624	+127,637	$21,874,884	−9.8%	2.83%
LUXE	LuxExperience B.V. Consumer Cyclical	Reduced	2,443,053	-478,181	$19,544,424	−19.9%	2.53%
EGHT	8X8 Inc /De/ Technology	Reduced	8,908,503	-2,589,874	$14,788,114	−34.7%	1.91%
NU	Nu Holdings Ltd. Financial Services	Reduced	466,419	-642,804	$6,702,441	−63.9%	0.87%
PTRN	Pattern Group Inc. Technology	NEW	158,556	NEW	$1,970,851	NEW	0.25%