SYLEBRA CAPITAL LLC
13F Reported Value
ⓘ$773.7M
Holdings
11
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SYLEBRA CAPITAL LLC disclosed 11 positions worth $773.7M in its Form 13F-HR for Q1 2026, led by $AEVA (Aeva Technologies, Inc.) at 27.6% of the equity portfolio, followed by $PCT and $PI. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $PTRN and a full exit from $GOOG. The portfolio is most concentrated in Technology (43.1% of disclosed assets). All figures are sourced directly from SYLEBRA CAPITAL LLC’s Form 13F-HR filing with the SEC under CIK 2003074.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 22.8#2,630
Quality
$213.6M16,228,553 sh - 26.6#2,500
Quality
$176.9M34,077,574 sh - 35.3#2,148
Quality
$116.3M1,132,152 sh - 69.8
Quality
$83.7M689,045 sh - —
Quality
$70.5M1,409,793 sh - 41.4
Quality
$47.9M3,718,309 sh - 41.3
Quality
$21.9M535,624 sh - —
Quality
$19.5M2,443,053 sh - 45.1
Quality
$14.8M8,908,503 sh - —
Quality
$6.7M466,419 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Aeva Technologies, Inc.$AEVA | 22.8#2,630 | $213.6M | 16,228,553 |
 PureCycle Technologies, Inc.$PCT | 26.6#2,500 | $176.9M | 34,077,574 |
 IMPINJ INC$PI | 35.3#2,148 | $116.3M | 1,132,152 |
 Paycom Software, Inc.$PAYC | 69.8 | $83.7M | 689,045 |
 Elastic N.V.$ESTC | — | $70.5M | 1,409,793 |
 SentinelOne, Inc.$S | 41.4 | $47.9M | 3,718,309 |
 Xometry, Inc.$XMTR | 41.3 | $21.9M | 535,624 |
 LuxExperience B.V.$LUXE | — | $19.5M | 2,443,053 |
 8X8 INC /DE/$EGHT | 45.1 | $14.8M | 8,908,503 |
 Nu Holdings Ltd.$NU | — | $6.7M | 466,419 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SYLEBRA CAPITAL LLC's 11 positions.
Showing top 10 of 11 holdings.
Sector Allocation
Technology
$333.2M
Industrials
$235.4M
Materials
$176.9M
Consumer Discretionary
$21.5M
Financials
$6.7M
Full Holdings — SYLEBRA CAPITAL LLC (Q1 2026)
All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AEVA | Aeva Technologies, Inc. | $213.6M | 27.6% | +0% | 22.8 |
| 2 | $PCT | PureCycle Technologies, Inc. | $176.9M | 22.9% | +0% | 26.6 |
| 3 | $PI | IMPINJ INC | $116.3M | 15.0% | +0% | 35.3 |
| 4 | $PAYC | Paycom Software, Inc. | $83.7M | 10.8% | -29% | 69.8 |
| 5 | $ESTC | Elastic N.V. | $70.5M | 9.1% | -13% | — |
| 6 | $S | SentinelOne, Inc. | $47.9M | 6.2% | -13% | 41.4 |
| 7 | $XMTR | Xometry, Inc. | $21.9M | 2.8% | +31% | 41.3 |
| 8 | $LUXE | LuxExperience B.V. | $19.5M | 2.5% | -16% | — |
| 9 | $EGHT | 8X8 INC /DE/ | $14.8M | 1.9% | -23% | 45.1 |
| 10 | $NU | Nu Holdings Ltd. | $6.7M | 0.9% | -58% | — |
| 11 |  $PTRN | Pattern Group Inc. | $2.0M | 0.3% | NEW | — |
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AI-Powered Hedge Fund Analysis: SYLEBRA CAPITAL LLC
13F Pro is an AI hedge fund tracker and stock research platform. For SYLEBRA CAPITAL LLC (SEC CIK: 2003074), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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