Sylebra Capital LLC
Sylebra Capital LLC reported 9 US-listed holdings worth $944.5 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Aeva Technologies Inc. (49.3%), Purecycle Technologies Inc. (29.3%) and Impinj Inc. (11.8%). Against the quarter before, it opened 0 positions, added to 1, trimmed 6 and sold out of 2.
The 9 largest of its 9 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +4.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Pattern Group Inc. Com Ser A PTRN+10,025 shares · +6%
Trimmed 6
- Paycom Software, Inc. PAYC-530,311 shares · -77%
- Impinj Inc. PI-356,209 shares · -31%
- Elastic N V ESTC-883,328 shares · -63%
- Xometry Inc. XMTR-362,498 shares · -68%
- 8X8 Inc. New EGHT-4.7 million shares · -53%
- Myt Netherlands Parent B V LUXE-712,675 shares · -29%
Sold out of 2
- Sentinelone Inc. S$47.9 million last quarter
- Nu Holdings Ltd. NU$6.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Aeva Technologies Inc. AEVA | 16.2M | $466.1 million | 49.35% | no change |
| Purecycle Technologies Inc. PCT | 34.1M | $276.4 million | 29.26% | no change |
| Impinj Inc. PI | 775.9K | $111.1 million | 11.77% | -356.2K |
| Elastic N V ESTC | 526.5K | $30.0 million | 3.18% | -883.3K |
| Paycom Software, Inc. PAYC | 158.7K | $19.9 million | 2.11% | -530.3K |
| Xometry Inc. XMTR | 173.1K | $16.7 million | 1.77% | -362.5K |
| Myt Netherlands Parent B V LUXE | 1.7M | $12.9 million | 1.36% | -712.7K |
| 8X8 Inc. New EGHT | 4.2M | $7.2 million | 0.76% | -4.7M |
| Pattern Group Inc. Com Ser A PTRN | 168.6K | $4.2 million | 0.45% | +10.0K |