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Latest SYLEBRA CAPITAL LLC Stock Portfolio

$944Million | No. of Holdings #9

SYLEBRA CAPITAL LLC Performance

2026 Q2+58.42%
YTD+18.05%
2025-7.16%

About SYLEBRA CAPITAL LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, SYLEBRA CAPITAL LLC reported an equity portfolio of $944.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of SYLEBRA CAPITAL LLC are AEVA, PCT, PI. The fund has invested 49.3% of it's portfolio in AEVA TECHNOLOGIES INC and 29.3% of portfolio in PURECYCLE TECHNOLOGIES INC. <br><br> The fund managers got completely rid off SENTINELONE INC (S) and NU HLDGS LTD (NU) stocks. They significantly reduced their stock positions in PAYCOM SOFTWARE INC (PAYC), XOMETRY INC (XMTR) and ELASTIC N V (ESTC). The fund showed a lot of confidence in some stocks as they added substantially to PATTERN GROUP INC.
SYLEBRA CAPITAL LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$944Million
  as of Aug 14, 2026

SYLEBRA CAPITAL LLC Annual Return Estimates Vs S&P 500

Our best estimate is that SYLEBRA CAPITAL LLC made a return of 58.42% in the last quarter. In trailing 12 months, it's portfolio return was -11.13%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by SYLEBRA CAPITAL LLC

Additions

Ticker% Inc.
pattern group inc6.32
Additions to existing portfolio by SYLEBRA CAPITAL LLC

Reductions

Ticker% Reduced
paycom software inc-76.96
xometry inc-67.68
elastic n v-62.66
8x8 inc new-52.99
impinj inc-31.46
luxexperience bv-29.17
SYLEBRA CAPITAL LLC reduced stake in above stock

Sold off

Ticker$ Sold
sentinelone inc-47,891,800
nu hldgs ltd-6,702,440
SYLEBRA CAPITAL LLC got rid off the above stocks

Sector Distribution

SYLEBRA CAPITAL LLC has about 67.2% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Others
Sector%
Technology67.2
Industrials31
Others1.8

Market Cap. Distribution

SYLEBRA CAPITAL LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • SMALL-CAP
  • MID-CAP
  • UNALLOCATED
Category%
SMALL-CAP78.6
MID-CAP18.8
UNALLOCATED1.8

Stocks belong to which Index?

About 95% of the stocks held by SYLEBRA CAPITAL LLC either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
  • S&P 500
Index%
RUSSELL 200092.9
Others5
S&P 5002.1
Top 5 Winners (%)%
AEVA
aeva technologies inc
118.2 %
pattern group inc
96.7 %
XMTR
xometry inc
90.2 %
PCT
purecycle technologies inc
56.3 %
PI
impinj inc
33.3 %
Top 5 Winners ($)$
AEVA
aeva technologies inc
252.5 M
PCT
purecycle technologies inc
99.5 M
PI
impinj inc
38.7 M
XMTR
xometry inc
19.7 M
ESTC
elastic n v
6.8 M
Top 5 Losers (%)%
MYTE
luxexperience bv
-6.1 %
Top 5 Losers ($)$
MYTE
luxexperience bv
-1.2 M

SYLEBRA CAPITAL LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SYLEBRA CAPITAL LLC

SYLEBRA CAPITAL LLC has 9 stocks in it's portfolio. MYTE proved to be the most loss making stock for the portfolio. AEVA was the most profitable stock for SYLEBRA CAPITAL LLC last quarter.

$944.53MTotal Value
11.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of SYLEBRA CAPITAL LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
MYTE
Luxexperience Bv

Luxexperience Bv

MYTE
SYLEBRA CAPITAL LLC's holding in Luxexperience Bv over time
1.36%1,730,380
$12.86M
1.36%
decreased 29.17 percentreduced
NU
Nu Hldgs Ltd

Nu Hldgs Ltd

NU
SYLEBRA CAPITAL LLC's holding in Nu Hldgs Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
Com Ser A
Pattern Group Inc

Pattern Group Inc

SYLEBRA CAPITAL LLC's holding in Pattern Group Inc over time
0.45%168,581
$4.25M
0.45%
increased 6.32 percentadded