Sylebra Capital LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 2003074) · Explore on the interactive board
Sylebra Capital LLC disclosed 9 US equity positions worth $944.5m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is AEVA at 49.3% of the reported book, followed by PCT, PI. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 3 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 1, reduced 6 and exited 2. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Sylebra Capital LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 1 added, 6 reduced, 2 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | AEVA AEVA TECHNOLOGIES INC | Technology | 49.3% | $466.1m | 16,228,553 | 0% | held |
| 2 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 29.3% | $276.4m | 34,077,574 | 0% | held |
| 3 | PI IMPINJ INC | Technology | 11.8% | $111.1m | 775,943 | -31% | reduced |
| 4 | ESTC ELASTIC N V | Technology | 3.2% | $30.0m | 526,465 | -63% | reduced |
| 5 | PAYC PAYCOM SOFTWARE INC | Technology | 2.1% | $19.9m | 158,734 | -77% | reduced |
| 6 | XMTR XOMETRY INC | Industrials | 1.8% | $16.7m | 173,126 | -68% | reduced |
| 7 | LUXE LUXEXPERIENCE BV | 1.4% | $12.9m | 1,730,378 | -29% | reduced | |
| 8 | EGHT 8X8 INC NEW | Technology | 0.8% | $7.2m | 4,188,249 | -53% | reduced |
| 9 | PTRN PATTERN GROUP INC | 0.4% | $4.2m | 168,581 | 6% | added |
What did Sylebra Capital LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| S SENTINELONE INC | 87.7% | $47.9m |
| NU NU HLDGS LTD | 12.3% | $6.7m |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 67.2% |
| Industrials | 31.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Sylebra Capital LLC's portfolio?
Across every quarter Sylebra Capital LLC has filed, its median largest position is 38.5% of the book and its median top-ten weight is 99.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 2.0 completed holding spells, the median lasted 1.0 quarters; 9.0 positions are still open and their final length is unknown.