Sylebra Capital LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Sylebra Capital LLC disclosed 9 US equity positions worth $944.5m in its Q2 2026 13F filing. The largest position was AEVA at 49.3% of the reported book, followed by PCT and PI. Against the Q1 2026 filing, it opened 0 new positions, added to 1 and reduced 6 among the top 9 holdings.
What did Sylebra Capital LLC own in Q2 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.