SYLEBRA CAPITAL LLC
CIK 2003074 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- AEVA49.35%
- PCT29.26%
- PI11.77%
- ESTC3.18%
- PAYC2.11%
- XMTR1.77%
- LUXE1.36%
- EGHT0.76%
- PTRN0.45%
Share classes counted separately100.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AEVAWeight increased · +21.75 pp27.60% → 49.35%Shares 0 (0.00%)
- PAYCWeight decreased · -8.71 pp10.82% → 2.11%Shares -530.31K (-76.96%)
- PCTWeight increased · +6.40 pp22.86% → 29.26%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 9
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AEVAAEVA TECHNOLOGIES INCCOM NEW View history and evidence | $466.08M | 49.35% | 16.23M shares | 27.60% → 49.35%+21.75 pp 0 (0.00%) | Unchanged | ▾ |
| 02 | PCTPURECYCLE TECHNOLOGIES INC View history and evidence | $276.37M | 29.26% | 34.08M shares | 22.86% → 29.26%+6.40 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | PIIMPINJ INC View history and evidence | $111.14M | 11.77% | 775.94K shares | 15.03% → 11.77%-3.26 pp -356.21K (-31.46%) | Reduced | ▾ |
| 04 | ESTCELASTIC NVORD SHS View history and evidence | $30.02M | 3.18% | 526.47K shares | 9.11% → 3.18%-5.93 pp -883.33K (-62.66%) | Reduced | ▾ |
| 05 | PAYCPAYCOM SOFTWARE INC View history and evidence | $19.95M | 2.11% | 158.73K shares | 10.82% → 2.11%-8.71 pp -530.31K (-76.96%) | Reduced | ▾ |
| 06 | XMTRXOMETRY INC-ACLASS A COM View history and evidence | $16.71M | 1.77% | 173.13K shares | 2.83% → 1.77%-1.06 pp -362.50K (-67.68%) | Reduced | ▾ |
| 07 | LUXELUXEXPERIENCE BVSPONSORED ADS View history and evidence | $12.86M | 1.36% | 1.73M shares | 2.53% → 1.36%-1.17 pp -712.67K (-29.17%) | Reduced | ▾ |
| 08 | EGHT8X8 INC View history and evidence | $7.16M | 0.76% | 4.19M shares | 1.91% → 0.76%-1.15 pp -4.72M (-52.99%) | Reduced | ▾ |
| 09 | PTRNPATTERN GROUP INC-CL ACOM SER A View history and evidence | $4.25M | 0.45% | 168.58K shares | 0.25% → 0.45%+0.20 pp +10.03K (+6.32%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| S SENTINELONE INC -CLASS A | Non-derivative | -3,718,309 | -$47.89M | SEC filing ↗ | SEC filing ↗ |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | Non-derivative | -466,419 | -$6.70M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2003074 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 944535498
}Take these holdings further.
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