SYLEBRA CAPITAL LLC
CIK 0002003074 · PALO ALTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
SYLEBRA CAPITAL LLC reported 9 positions worth $944.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AEVA (49.3%).
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$944.5M
2026 Q2
Positions
9
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
9 positions shown
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AEVA | SH | $466.1M | 49.35% | 16,228,553 | — | — | |
| ▸ 2 | PCT | SH | $276.4M | 29.26% | 34,077,574 | — | — | |
| ▸ 3 | PI | SH | $111.1M | 11.77% | 775,943 | — | — | |
| ▸ 4 | ESTC | SH | $30.0M | 3.18% | 526,465 | — | — | |
| ▸ 5 | PAYC | SH | $19.9M | 2.11% | 158,734 | — | — | |
| ▸ 6 | XMTR | SH | $16.7M | 1.77% | 173,126 | — | — | |
| ▸ 7 | LUXE | SH | $12.9M | 1.36% | 1,730,378 | — | — | |
| ▸ 8 | EGHT | SH | $7.2M | 0.76% | 4,188,249 | — | — | |
| ▸ 9 | PTRN | SH | $4.2M | 0.45% | 168,581 | — | — |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does SYLEBRA CAPITAL LLC hold as of Q2 2026?
SYLEBRA CAPITAL LLC reported 9 positions worth $944.5M in its Q2 2026 13F filing. Largest positions: AEVA (49.3%), PCT (29.3%), PI (11.8%), ESTC (3.2%) and PAYC (2.1%).
What did SYLEBRA CAPITAL LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SYLEBRA CAPITAL LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.