2026 Q2 Portfolio Activity
In 2026 Q2, SYLEBRA CAPITAL LLC maintained a portfolio of 11 distinct positions. They heavily accumulated shares in PATTERN GROUP INC, increasing the position by 6.3%. The fund also reduced its exposure to PAYCOM SOFTWARE INC by 77.0%.
Position History
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Total Positions
11
Quarter
2026 Q2
Top Holding
AEVA (49.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
SYLEBRA CAPITAL LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AEVA
AEVA TECHNOLOGI...
|
Technology | 49.35% | 27.60% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
16,228,553 | $466,084,042 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCT
PURECYCLE TECHN...
|
Industrials | 29.26% | 22.86% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
34,077,574 | $276,369,125 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PI
IMPINJ INC
|
Technology | 11.77% | 15.03% |
#3
Prev: #3
|
5.0 |
—
|
-356,209 | -31.5% |
P
S
|
775,943 | $111,138,316 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ESTC
ELASTIC N V
|
Technology | 3.18% | 9.11% |
#4
1
Prev: #5
|
1.8 |
—
|
-883,328 | -62.7% |
P
S
|
526,465 | $30,019,034 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PAYC
PAYCOM SOFTWARE...
|
Technology | 2.11% | 10.82% |
#5
1
Prev: #4
|
1.3 |
—
|
-530,311 | -77.0% |
P
S
|
158,734 | $19,949,689 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XMTR
XOMETRY INC
|
Industrials | 1.77% | 2.83% |
#6
1
Prev: #7
|
0.7 |
—
|
-362,498 | -67.7% |
P
S
|
173,126 | $16,710,122 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LUXE
LUXEXPERIENCE B...
|
ETF | 1.36% | 2.53% |
#7
1
Prev: #8
|
0.5 |
—
|
-712,675 | -29.2% |
P
S
|
1,730,378 | $12,856,709 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EGHT
8X8 INC NEW
|
Technology | 0.76% | 1.91% |
#8
1
Prev: #9
|
0.3 |
—
|
-4,720,254 | -53.0% |
P
S
|
4,188,249 | $7,161,906 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PTRN
PATTERN GROUP I...
|
Technology | 0.45% | 0.25% |
#9
2
Prev: #11
|
2.2 |
—
|
10,025 | 6.3% |
P
S
|
168,581 | $4,246,555 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.00% | 0.87% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-466,419 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
S
SENTINELONE INC
|
Technology | 0.00% | 6.19% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-3,718,309 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-11 of 11 holdings