Institutional
SYLEBRA CAPITAL LLC
CIK 0002003074
$773.7M
Reported AUM
11
Positions
Q1 2026
Period
2026-05-18
Filed
The Brief · SYLEBRA CAPITAL LLC · Q1 2026
AI · grounded in 13F
SYLEBRA CAPITAL LLC closed its position in GOOGL, reducing its exposure by $16.48M. The fund established a new position in PTRN valued at $1.97M. Additionally, the fund trimmed holdings in NU HLDGS LTD by 57.95% and PAYCOM SOFTWARE INC by 29.46%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | AEVA | AEVA TECHNOLOGIES INC | $213.6M | 27.60% | — | HELD |
| 2 | PCT | PURECYCLE TECHNOLOGIES INC | $176.9M | 22.86% | — | HELD |
| 3 | PI | IMPINJ INC | $116.3M | 15.03% | — | HELD |
| 4 | PAYC | PAYCOM SOFTWARE INC | $83.7M | 10.82% | -287,711 | -29.5% |
| 5 | ESTC | ELASTIC N V | $70.5M | 9.11% | -206,175 | -12.8% |
| 6 | S | SENTINELONE INC | $47.9M | 6.19% | -553,952 | -13.0% |
| 7 | XMTR | XOMETRY INC | $21.9M | 2.83% | +127,637 | +31.3% |
| 8 | LUXE | LUXEXPERIENCE BV | $19.5M | 2.53% | -478,181 | -16.4% |
| 9 | EGHT | 8X8 INC NEW | $14.8M | 1.91% | -2,589,874 | -22.5% |
| 10 | NU | NU HLDGS LTD | $6.7M | 0.87% | -642,804 | -58.0% |
| 11 | PTRN | PATTERN GROUP INC | $2.0M | 0.25% | +158,556 | NEW |
| 12 | GOOGL | ALPHABET INC | — | — | -52,658 | EXITED |
Source: SEC EDGAR · accession 0002003074-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.