Sylebra Capital LLC 13F holdings
Sylebra Capital LLC reported 9 positions with a total reported value of $944.5M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: AEVA AEVA TECHNOLOGIES INC (49.3%), PCT PURECYCLE TECHNOLOGIES INC (29.3%), PI IMPINJ INC (11.8%), ESTC ELASTIC N V (3.2%), PAYC PAYCOM SOFTWARE INC (2.1%). Against 2026-03-31 it opened 0 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
9 largest of 9 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AEVA AEVA TECHNOLOGIES INC | 16,228,553 | $466.1M | 49.3% |
| PCT PURECYCLE TECHNOLOGIES INC | 34,077,574 | $276.4M | 29.3% |
| PI IMPINJ INC | 775,943 | $111.1M | 11.8% |
| ESTC ELASTIC N V | 526,465 | $30.0M | 3.2% |
| PAYC PAYCOM SOFTWARE INC | 158,734 | $19.9M | 2.1% |
| XMTR XOMETRY INC | 173,126 | $16.7M | 1.8% |
| LUXEXPERIENCE BV | 1,730,378 | $12.9M | 1.4% |
| EGHT 8X8 INC NEW | 4,188,249 | $7.2M | 0.8% |
| PTRN PATTERN GROUP INC | 168,581 | $4.2M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PTRN PATTERN GROUP INC | 158,556 | 168,581 | +6.3% | $4.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| PAYC PAYCOM SOFTWARE INC | 689,045 | 158,734 | -77.0% | $19.9M |
| PI IMPINJ INC | 1,132,152 | 775,943 | -31.5% | $111.1M |
| ESTC ELASTIC N V | 1,409,793 | 526,465 | -62.7% | $30.0M |
| XMTR XOMETRY INC | 535,624 | 173,126 | -67.7% | $16.7M |
| EGHT 8X8 INC NEW | 8,908,503 | 4,188,249 | -53.0% | $7.2M |
| LUXEXPERIENCE BV | 2,443,053 | 1,730,378 | -29.2% | $12.9M |
CIK 2003074 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
