SYLEBRA CAPITAL LLC
CIK 2003074 · View on SEC EDGAR ↗
- Portfolio value
- $944.5M
- Positions
- 9
- As of
- June 30, 2026
Portfolio value QoQ: +22.1% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 7
- Effective number of positions
- 2.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.03% Est. buys $252,530 · sells $270,986,042
Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 31.0% still held
- New positions
- 0
- Increased
- 1
- Decreased
- 6
- Closed
- 2
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: +6.4% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 99.1% · Options excluded: 0.0%
Sector breakdown
Full portfolio 9 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AEVA Aeva Technologies, Inc. - Common Stock | $466,084,042 | 49.35% | 16,228,553 | $252,516,285 | |||
| PCT PureCycle Technologies, Inc. - Common stock | $276,369,125 | 29.26% | 34,077,574 | $99,506,516 | |||
| PI Impinj, Inc. - Common Stock | $111,138,316 | 11.77% | 775,943 | $-5,133,694 | Down ×1 | ||
| ESTC Elastic N.V. Ordinary Shares | $30,019,034 | 3.18% | 526,465 | $-40,456,518 | Down ×6 | ||
| PAYC Paycom Software, Inc. Common Stock | $19,949,689 | 2.11% | 158,734 | $-63,796,840 | Down ×6 | ||
| XMTR Xometry, Inc. - Class A Common Stock | $16,710,122 | 1.77% | 173,126 | $-5,164,762 | Down ×1 | ||
| LUXE LuxExperience B.V. American Depositary Shares, each representing one Ordinary Share | $12,856,709 | 1.36% | 1,730,378 | $-6,687,715 | Down ×3 | ||
| EGHT 8x8 Inc - Common stock | $7,161,906 | 0.76% | 4,188,249 | $-7,626,209 | Down ×3 | ||
| PTRN Pattern Group Inc. - Series A Common Stock | $4,246,555 | 0.45% | 168,581 | $2,275,704 | Up ×1 | ||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| RNG | Sept. 30, 2025 | 6,385,186 | $181,020,023 | 132.6% |
| AMD | June 30, 2025 | 766,382 | $78,738,087 | 228.4% |
| DESP | March 31, 2025 | 2,931,213 | $56,425,850 | No longer tracked |
| RUN | June 30, 2025 | 8,273,331 | $48,481,720 | 17.4% |
| S | June 30, 2026 | 3,718,309 | $47,891,820 | 24.9% |
| YMM | Sept. 30, 2025 | 2,248,977 | $26,560,418 | -33.2% |
| FIVN | Dec. 31, 2025 | 905,212 | $21,906,130 | 63.5% |
| PAGS | Sept. 30, 2025 | 1,738,063 | $16,754,927 | -14.8% |
| GOOGL | March 31, 2026 | 52,658 | $16,481,954 | 19.3% |
| BEKE | June 30, 2025 | 802,139 | $16,114,973 | -4.4% |
| MNSO | June 30, 2025 | 779,543 | $14,413,750 | -39.0% |
| ATAT | Sept. 30, 2025 | 390,972 | $12,710,500 | -3.0% |
| SE | Sept. 30, 2025 | 62,211 | $9,950,027 | -34.2% |
| EDU | June 30, 2025 | 192,024 | $9,180,667 | 4.7% |
| FUTU | June 30, 2025 | 74,537 | $7,628,862 | -10.0% |
| PDD | Sept. 30, 2025 | 64,989 | $6,801,749 | -33.0% |
| NU | June 30, 2026 | 466,419 | $6,702,441 | 8.7% |
| FLUT | March 31, 2025 | 21,964 | $5,676,596 | -53.9% |
| OPEN | March 31, 2025 | 1,667,413 | $2,667,861 | 243.9% |
| NOVAQ | June 30, 2025 | 5,561,874 | $2,069,017 | No longer tracked |