Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SYLEBRA CAPITAL LLC (CIK 2003074) reported $773.7M across 10 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AEVA ($213.6M, 27.60%), PCT ($176.9M, 22.86%), PI ($116.3M, 15.03%), PAYC ($83.7M, 10.82%), ESTC ($70.5M, 9.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AEVA | AEVA TECHNOLOGIES INC | $213.6M | 27.60% | 16.2M | Hold |
| 2 | PCT | PURECYCLE TECHNOLOGIES INC | $176.9M | 22.86% | 34.1M | Hold |
| 3 | PI | IMPINJ INC | $116.3M | 15.03% | 1.1M | Hold |
| 4 | PAYC | PAYCOM SOFTWARE INC | $83.7M | 10.82% | 689,045 | Trimmed |
| 5 | ESTC | ELASTIC N V | $70.5M | 9.11% | 1.4M | Trimmed |
| 6 | S | SENTINELONE INC | $47.9M | 6.19% | 3.7M | Trimmed |
| 7 | XMTR | XOMETRY INC | $21.9M | 2.83% | 535,624 | Added |
| 8 | LUXE | LUXEXPERIENCE BV | $19.5M | 2.53% | 2.4M | Trimmed |
| 9 | EGHT | 8X8 INC NEW | $14.8M | 1.91% | 8.9M | Trimmed |
| 10 | NU | NU HLDGS LTD | $6.7M | 0.87% | 466,419 | Trimmed |
| 11 | PATTERN GROUP INC | $2.0M | 0.25% | 158,556 | New | |
| 12 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31