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. <br><br> 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. <br><br> 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

$773Million

as of May 18, 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

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
PI	impinj inc	-41.0 %
PCT	purecycle technologies inc	-39.6 %
ESTC	elastic n v	-31.6 %
XMTR	xometry inc	-28.7 %
PAYC	paycom software inc	-20.2 %

Top 5 Losers ($)		$
PCT	purecycle technologies inc	-115.9 M
PI	impinj inc	-80.7 M
ESTC	elastic n v	-38.5 M
PAYC	paycom software inc	-31.5 M
XMTR	xometry inc	-8.8 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

$773.70MTotal Value

12.00Positions

18 May, 2026Last Reported

Current holdings of Current Stock Holdings of SYLEBRA CAPITAL LLC, last reported on 18 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AEVA Aeva Technologies Inc Aeva Technologies IncAEVA SYLEBRA CAPITAL LLC's holding in Aeva Technologies Inc over time	27.6%	16,228,600	$213.57M 27.6%	unchanged 0 percentunchanged

EGHT 8x8 Inc New 8x8 Inc NewEGHT SYLEBRA CAPITAL LLC's holding in 8x8 Inc New over time	1.91%	8,908,500	$14.79M 1.91%	decreased 22.52 percentreduced

ESTC Elastic N V Elastic N VESTC SYLEBRA CAPITAL LLC's holding in Elastic N V over time	9.11%	1,409,790	$70.48M 9.11%	decreased 12.76 percentreduced

GOOG Alphabet Inc Alphabet IncGOOG SYLEBRA CAPITAL LLC's holding in Alphabet Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

MYTE Luxexperience Bv Luxexperience Bv MYTE SYLEBRA CAPITAL LLC's holding in Luxexperience Bv over time	2.53%	2,443,050	$19.54M 2.53%	decreased 16.37 percentreduced

NU Nu Hldgs Ltd Nu Hldgs Ltd NU SYLEBRA CAPITAL LLC's holding in Nu Hldgs Ltd over time	0.87%	466,419	$6.70M 0.87%	decreased 57.95 percentreduced

PAYC Paycom Software Inc Paycom Software IncPAYC SYLEBRA CAPITAL LLC's holding in Paycom Software Inc over time	10.82%	689,045	$83.75M 10.82%	decreased 29.46 percentreduced

PCT Purecycle Technologies Inc Purecycle Technologies IncPCT SYLEBRA CAPITAL LLC's holding in Purecycle Technologies Inc over time	22.86%	34,077,600	$176.86M 22.86%	unchanged 0 percentunchanged

PI Impinj Inc Impinj IncPI SYLEBRA CAPITAL LLC's holding in Impinj Inc over time	15.03%	1,132,150	$116.27M 15.03%	unchanged 0 percentunchanged

S Sentinelone Inc Sentinelone IncS SYLEBRA CAPITAL LLC's holding in Sentinelone Inc over time	6.19%	3,718,310	$47.89M 6.19%	decreased 12.97 percentreduced

XMTR Xometry Inc Xometry IncXMTR SYLEBRA CAPITAL LLC's holding in Xometry Inc over time	2.83%	535,624	$21.87M 2.83%	increased 31.28 percentadded

Com Ser A Pattern Group Inc Pattern Group Inc SYLEBRA CAPITAL LLC's holding in Pattern Group Inc over time	0.26%	158,556	$1.97M 0.26%	new position