SYLEBRA CAPITAL LLC
13F Reported Value
ⓘ$944.5M
Holdings
9
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SYLEBRA CAPITAL LLC disclosed 9 positions worth $944.5M in its Form 13F-HR for Q2 2026, led by $AEVA (Aeva Technologies, Inc.) at 49.4% of the equity portfolio, followed by $PCT and $PI. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $S. The portfolio is most concentrated in Industrials (51.1% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 28.8#2,544
Quality
$466.1M16,228,553 sh - 15.8#2,850
Quality
$276.4M34,077,574 sh - 41.1#2,074
Quality
$111.1M775,943 sh - 55.5
Quality
$30.0M526,465 sh - 65.8
Quality
$19.9M158,734 sh - 48.3
Quality
$16.7M173,126 sh - —
Quality
$12.9M1,730,378 sh - 45.7
Quality
$7.2M4,188,249 sh - 61.4
Quality
$4.2M168,581 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Aeva Technologies, Inc.$AEVA | 28.8#2,544 | $466.1M | 16,228,553 |
 PureCycle Technologies, Inc.$PCT | 15.8#2,850 | $276.4M | 34,077,574 |
 IMPINJ INC$PI | 41.1#2,074 | $111.1M | 775,943 |
 Elastic N.V.$ESTC | 55.5 | $30.0M | 526,465 |
 Paycom Software, Inc.$PAYC | 65.8 | $19.9M | 158,734 |
 Xometry, Inc.$XMTR | 48.3 | $16.7M | 173,126 |
 LuxExperience B.V.$LUXE | — | $12.9M | 1,730,378 |
 8X8 INC /DE/$EGHT | 45.7 | $7.2M | 4,188,249 |
 Pattern Group Inc.$PTRN | 61.4 | $4.2M | 168,581 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SYLEBRA CAPITAL LLC's 9 positions.
Showing top 9 of 9 holdings.
Sector Allocation
Industrials
$482.8M
Materials
$276.4M
Technology
$168.3M
Consumer Discretionary
$17.1M
Full Holdings — SYLEBRA CAPITAL LLC (Q2 2026)
All 9 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. | $466.1M | 49.4% | +0% | 28.8 |
| 2 | $PCT | PureCycle Technologies, Inc. | $276.4M | 29.3% | +0% | 15.8 |
| 3 | $PI | IMPINJ INC | $111.1M | 11.8% | -31% | 41.1 |
| 4 | $ESTC | Elastic N.V. | $30.0M | 3.2% | -63% | 55.5 |
| 5 | $PAYC | Paycom Software, Inc. | $19.9M | 2.1% | -77% | 65.8 |
| 6 | $XMTR | Xometry, Inc. | $16.7M | 1.8% | -68% | 48.3 |
| 7 | $LUXE | LuxExperience B.V. | $12.9M | 1.4% | -29% | — |
| 8 | $EGHT | 8X8 INC /DE/ | $7.2M | 0.8% | -53% | 45.7 |
| 9 | $PTRN | Pattern Group Inc. | $4.2M | 0.5% | +6% | 61.4 |
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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.
Every holding in SYLEBRA CAPITAL LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.