Institutional
SYLEBRA CAPITAL LLC
CIK 0002003074
$773.7M
Reported AUM
11
Positions
Q1 2026
Period
2026-05-18
Filed
The Brief · SYLEBRA CAPITAL LLC · Q1 2026
AI · grounded in 13F
SYLEBRA CAPITAL LLC closed its position in GOOGL, reducing its exposure by $16.48M. The fund established a new position in PTRN valued at $1.97M. Additionally, the fund trimmed holdings in NU HLDGS LTD by 57.95% and PAYCOM SOFTWARE INC by 29.46%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AEVA | AEVA TECHNOLOGIES INC | $23.68 | 2.93% | 10.10% | -47.47% | $213.6M | 27.60% | — | HELD |
| 2 | PCT | PURECYCLE TECHNOLOGIES INC | $12.28 | -1.84% | 26.67% | -15.50% | $176.9M | 22.86% | — | HELD |
| 3 | PI | IMPINJ INC | $130.88 | 8.23% | 6.59% | 162.89% | $116.3M | 15.03% | — | HELD |
| 4 | PAYC | PAYCOM SOFTWARE INC | $137.62 | 0.39% | -47.72% | -64.71% | $83.7M | 10.82% | −287,711 | −29.5% |
| 5 | ESTC | ELASTIC N V | $61.03 | -1.22% | -28.48% | -58.27% | $70.5M | 9.11% | −206,175 | −12.8% |
| 6 | S | SENTINELONE INC | $15.67 | -1.76% | -13.13% | -67.65% | $47.9M | 6.19% | −553,952 | −13.0% |
| 7 | XMTR | XOMETRY INC | $83.74 | 3.82% | 119.48% | 1.88% | $21.9M | 2.83% | +127,637 | +31.3% |
| 8 | LUXE | LUXEXPERIENCE BV | $7.45 | -0.33% | -20.43% | -72.63% | $19.5M | 2.53% | −478,181 | −16.4% |
| 9 | EGHT | 8X8 INC NEW | $1.89 | -7.80% | 7.18% | -92.70% | $14.8M | 1.91% | −2,589,874 | −22.5% |
| 10 | NU | NU HLDGS LTD | $11.97 | -1.24% | -1.48% | 61.32% | $6.7M | 0.87% | −642,804 | −58.0% |
| 11 | PTRN | PATTERN GROUP INC | $19.55 | -3.84% | 25.08% | 10.89% | $2.0M | 0.25% | +158,556 | NEW |
| 12 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | — | — | −52,658 | EXITED |
Source: SEC EDGAR · accession 0002003074-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.