Sylebra Capital
PALO ALTO, CAfiles as SYLEBRA CAPITAL LLC
$945m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 28.3% of the portfolio this quarter.
Value
$945m
Stocks
9
Top 10 share
100.0%
Turnover
28.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Pattern GroupPTRN0.4% of the fund+6%
Cut
Sold some of their stake.
- ImpinjPI11.8% of the fund-31%
- ElasticESTC3.2% of the fund-63%
- Paycom SoftwarePAYC2.1% of the fund-77%
- XometryXMTR1.8% of the fund-68%
- Luxexperience BVLUXE1.4% of the fund-29%
- 8X8EGHT0.8% of the fund-53%
Sold out
Sold their entire stake.
- SentinelOneS-100%
- Nu HoldingsNU-100%
Holdings
- Luxexperience BVLUXE
- Share
- 1.4%
- Value
- $13m
- Shares
- 1,730,378
-29%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Aeva TechnologiesAEVA | 49.3% | $466m | 16,228,553 | Held |
| PureCycle TechnologiesPCT | 29.3% | $276m | 34,077,574 | Held |
| ImpinjPI | 11.8% | $111m | 775,943 | -31% |
| ElasticESTC | 3.2% | $30m | 526,465 | -63% |
| Paycom SoftwarePAYC | 2.1% | $20m | 158,734 | -77% |
| XometryXMTR | 1.8% | $17m | 173,126 | -68% |
| Luxexperience BVLUXE | 1.4% | $13m | 1,730,378 | -29% |
| 8X8EGHT | 0.8% | $7m | 4,188,249 | -53% |
| Pattern GroupPTRN | 0.4% | $4m | 168,581 | +6% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 61.5% since 30 June 2025.
Where the money is
Retail & consumer49.8%
Materials29.3%
Technology19.6%
Other1.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.