Sylebra Capital LLC 13F Holdings · Q2 2026
Sylebra Capital LLC reported 9 securities worth $944.54M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AEVA (49.35%), PCT (29.26%), PI (11.77%). Among its top 25 positions this quarter: 1 added, 6 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AEVA | AEVA TECHNOLOGIES INC | $466.1M | 49.35% | 16.2M | Hold |
| 2 | PCT | PURECYCLE TECHNOLOGIES INC | $276.4M | 29.26% | 34.1M | Hold |
| 3 | PI | IMPINJ INC | $111.1M | 11.77% | 775,943 | Trimmed |
| 4 | ESTC | ELASTIC N V | $30.0M | 3.18% | 526,465 | Trimmed |
| 5 | PAYC | PAYCOM SOFTWARE INC | $19.9M | 2.11% | 158,734 | Trimmed |
| 6 | XMTR | XOMETRY INC | $16.7M | 1.77% | 173,126 | Trimmed |
| 7 | LUXE | LUXEXPERIENCE BV | $12.9M | 1.36% | 1.7M | Trimmed |
| 8 | EGHT | 8X8 INC NEW | $7.2M | 0.76% | 4.2M | Trimmed |
| 9 | PTRN | PATTERN GROUP INC | $4.2M | 0.45% | 168,581 | Added |
| 10 | NU | NU HLDGS LTD | $0 | 0.00% | 0 | Exited |
| 11 | S | SENTINELONE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR