SYLEBRA CAPITAL LLC

CIK

2003074

Location

PALO ALTO, CA

Portfolio Value

Small $944,535,494

Diversification

Highly concentrated

Filing Date

Global Rank

#2,611 / 8,798 ▼ 86 · as of Jun 2026

Top Industry

Software - Infrastructure 49.3%

Period ended 3 months ago

Filed Aug 14, 2026 · 56d

12 quarters · since Sep 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

9 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

49.3%

+21.7 pts

Top 5

95.7%

+10.2 pts

Top 10

100.0%

+0.3 pts

HHI

3,450

Highly concentrated+1,682

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	67.2%	$634,352,985	5
Industrials	31.0%	$293,079,246	2
Consumer Cyclical	1.8%	$17,103,263	2

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

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

6 positions

Ticker	Company	Δ Shares	Shares	Value
EGHT	8X8 Inc /De/	−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

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
S	SentinelOne, Inc.	3,718,309	$47,891,819
NU	Nu Holdings Ltd.	466,419	$6,702,441
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 tracked positions · $944,535,494 total · filing declares 9 positions · $944,535,498 · as of Jun 30, 2026

All sectors Consumer Cyclical Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AEVA	Aeva Technologies, Inc. Technology	Held	16,228,553	0	$466,084,042	+118.2%	49.35%
PCT	PureCycle Technologies, Inc. Industrials	Held	34,077,574	0	$276,369,125	+56.3%	29.26%
PI	Impinj Inc Technology	Reduced	775,943	-356,209	$111,138,315	−4.4%	11.77%
ESTC	Elastic N.V. Technology	Reduced	526,465	-883,328	$30,019,034	−57.4%	3.18%
PAYC	Paycom Software, Inc. Technology	Reduced	158,734	-530,311	$19,949,689	−76.2%	2.11%
XMTR	Xometry, Inc. Industrials	Reduced	173,126	-362,498	$16,710,121	−23.6%	1.77%
LUXE	LuxExperience B.V. Consumer Cyclical	Reduced	1,730,378	-712,675	$12,856,708	−34.2%	1.36%
EGHT	8X8 Inc /De/ Technology	Reduced	4,188,249	-4,720,254	$7,161,905	−51.6%	0.76%
PTRN	Pattern Group Inc. Consumer Cyclical	Added	168,581	+10,025	$4,246,555	+115.5%	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.