Sylebra Capital LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Sylebra Capital LLC disclosed 11 US equity positions worth $773.7m in its Q1 2026 13F filing. The largest position was AEVA at 27.6% of the reported book, followed by PCT and PI.
What did Sylebra Capital LLC own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AEVA AEVA TECHNOLOGIES INC | Technology | 27.6% | $213.6m | 16,228,553 | – | |
| 2 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 22.9% | $176.9m | 34,077,574 | – | |
| 3 | PI IMPINJ INC | Technology | 15.0% | $116.3m | 1,132,152 | – | |
| 4 | PAYC PAYCOM SOFTWARE INC | Technology | 10.8% | $83.7m | 689,045 | – | |
| 5 | ESTC ELASTIC N V | Technology | 9.1% | $70.5m | 1,409,793 | – | |
| 6 | S SENTINELONE INC | Technology | 6.2% | $47.9m | 3,718,309 | – | |
| 7 | XMTR XOMETRY INC | Industrials | 2.8% | $21.9m | 535,624 | – | |
| 8 | LUXE LUXEXPERIENCE BV | 2.5% | $19.5m | 2,443,053 | – | ||
| 9 | EGHT 8X8 INC NEW | Technology | 1.9% | $14.8m | 8,908,503 | – | |
| 10 | NU NU HLDGS LTD | Financial Services | 0.9% | $6.7m | 466,419 | – | |
| 11 | PTRN PATTERN GROUP INC | 0.3% | $2.0m | 158,556 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.