Latest SYLEBRA CAPITAL LLC Stock Portfolio
$773Million– No. of Holdings #11
About SYLEBRA CAPITAL LLC and 13F Hedge Fund Stock Holdings
On 2026-05-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, SYLEBRA CAPITAL LLC reported an equity portfolio of $773.7 Millions as of 31 Mar, 2026.
The top stock holdings of SYLEBRA CAPITAL LLC are AEVA, PCT, PI. The fund has invested 27.6% of it's portfolio in AEVA TECHNOLOGIES INC and 22.9% of portfolio in PURECYCLE TECHNOLOGIES INC.
The fund managers got completely rid off ALPHABET INC (GOOG) stocks. They significantly reduced their stock positions in NU HLDGS LTD (NU), PAYCOM SOFTWARE INC (PAYC) and 8X8 INC NEW (EGHT). SYLEBRA CAPITAL LLC opened new stock positions in PATTERN GROUP INC. The fund showed a lot of confidence in some stocks as they added substantially to XOMETRY INC (XMTR).
The top stock holdings of SYLEBRA CAPITAL LLC are AEVA, PCT, PI. The fund has invested 27.6% of it's portfolio in AEVA TECHNOLOGIES INC and 22.9% of portfolio in PURECYCLE TECHNOLOGIES INC.
The fund managers got completely rid off ALPHABET INC (GOOG) stocks. They significantly reduced their stock positions in NU HLDGS LTD (NU), PAYCOM SOFTWARE INC (PAYC) and 8X8 INC NEW (EGHT). SYLEBRA CAPITAL LLC opened new stock positions in PATTERN GROUP INC. The fund showed a lot of confidence in some stocks as they added substantially to XOMETRY INC (XMTR).
SYLEBRA CAPITAL LLC Equity Portfolio Value
Last Reported on: 18 May, 2026
SYLEBRA CAPITAL LLC Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| pattern group inc | 1,970,850 |
New stocks bought by SYLEBRA CAPITAL LLC
Additions
| Ticker | % Inc. |
|---|---|
| xometry inc | 31.28 |
Additions to existing portfolio by SYLEBRA CAPITAL LLC
Reductions
| Ticker | % Reduced |
|---|---|
| nu hldgs ltd | -57.95 |
| paycom software inc | -29.46 |
| 8x8 inc new | -22.52 |
| luxexperience bv | -16.37 |
| sentinelone inc | -12.97 |
| elastic n v | -12.76 |
SYLEBRA CAPITAL LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| alphabet inc | -16,482,000 |
SYLEBRA CAPITAL LLC got rid off the above stocks
Sector Distribution
- Technology
- Industrials
- Others
| Sector | % |
|---|---|
| Technology | 70.7 |
| Industrials | 25.7 |
| Others | 3.6 |
Market Cap. Distribution
- SMALL-CAP
- MID-CAP
- UNALLOCATED
| Category | % |
|---|---|
| SMALL-CAP | 52.4 |
| MID-CAP | 44 |
| UNALLOCATED | 3.6 |
Stocks belong to which Index?
- RUSSELL 2000
- Others
- S&P 500
| Index | % |
|---|---|
| RUSSELL 2000 | 70.2 |
| Others | 18.9 |
| S&P 500 | 10.8 |
SYLEBRA CAPITAL LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SYLEBRA CAPITAL LLC
Last Reported on: 18 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AEVA | aeva technologies inc | 27.60 | 16,228,600 | 213,568,000 | unchanged | 0.00 | ||
| EGHT | 8x8 inc new | 1.91 | 8,908,500 | 14,788,100 | reduced | -22.52 | ||
| ESTC | elastic n v | 9.11 | 1,409,790 | 70,475,600 | reduced | -12.76 | ||
| GOOG | alphabet inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MYTE | luxexperience bv | 2.53 | 2,443,050 | 19,544,400 | reduced | -16.37 | ||
| NU | nu hldgs ltd | 0.87 | 466,419 | 6,702,440 | reduced | -57.95 | ||
| PAYC | paycom software inc | 10.82 | 689,045 | 83,746,500 | reduced | -29.46 | ||
| PCT | purecycle technologies inc | 22.86 | 34,077,600 | 176,863,000 | unchanged | 0.00 | ||
| PI | impinj inc | 15.03 | 1,132,150 | 116,272,000 | unchanged | 0.00 | ||
| S | sentinelone inc | 6.19 | 3,718,310 | 47,891,800 | reduced | -12.97 | ||
| XMTR | xometry inc | 2.83 | 535,624 | 21,874,900 | added | 31.28 | ||
| pattern group inc | 0.26 | 158,556 | 1,970,850 | new | ||||