SYLEBRA CAPITAL LLC
Sector Allocation
- Industrials51.1%$482.8M
- Materials29.3%$276.4M
- Technology17.8%$168.3M
- Consumer Discretionary1.8%$17.1M
AUM History
13fpro.ai/research/fund/sylebra-capital-llc-2003074
Conviction and streaks
Stable · top 10 = 100.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sylebra-capital-llc-2003074
SYLEBRA CAPITAL LLC 13F holdings — Q2 2026
$944.5M portfolio (+22.1% QoQ) · 9 holdings · Q2 2026 13F · top 10 are 100% of the stock portfolio
$466.1M
49.4% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality28.6#2,519Est. buy—$276.4M
29.3% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality15.7#2,809Est. buy—$111.1M
11.8% of stocks
-31%This quarter—Since Q-end—HeldAIQuality43.0#1,981Est. buy—$30.0M
3.2% of stocks
-63%This quarter—Since Q-end—HeldAIQuality55.5#1,262Est. buy—$19.9M
2.1% of stocks
-77%This quarter—Since Q-end—HeldAIQuality65.0#498Est. buy—$16.7M
1.8% of stocks
-68%This quarter—Since Q-end—Held$12.9M
1.4% of stocks
-29%This quarter—Since Q-end—Held$7.2M
0.8% of stocks
-53%This quarter—Since Q-end—Held$4.2M
0.5% of stocks
+6%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $466.1M | 49.4% | No change | — | — | 28.6#2,519 | — | ||
| 2 | $276.4M | 29.3% | No change | — | — | 15.7#2,809 | — | ||
| 3 | $111.1M | 11.8% | -31% | — | — | 43.0#1,981 | — | ||
| 4 | $30.0M | 3.2% | -63% | — | — | 55.5#1,262 | — | ||
| 5 | $19.9M | 2.1% | -77% | — | — | 65.0#498 | — | ||
| 6 | $16.7M | 1.8% | -68% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $12.9M | 1.4% | -29% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $7.2M | 0.8% | -53% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $4.2M | 0.5% | +6% | — | — | AI quality score is Pro: unlock with a free trial | — |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 1 added to, 6 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (1)
$PTRNPattern Group Inc.+6%
now $4.2M
Trimmed (6)
Holdings by quarter
Every 13F SYLEBRA CAPITAL LLC has filed, 11 earlier quarters. Pick one to see what it held then.
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.
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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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