Q2 2026 13F · SEC CIK 2003074
Sylebra Capital LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $944.5M
- Reported positions
- 9
- Top holdings a year, 3 yrs
- -10.9%
- Average holding period
- 2.7 yrs
Sylebra Capital LLC is a hedge fund that reported 9 positions worth $944.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Aeva Technologies Inc (AEVA, 49.3%), Purecycle Technologies Inc (PCT, 29.3%), Impinj Inc (PI, 11.8%). A portfolio copying its top holdings returned -10.9% a year over the last 3 years, against 18.8% for the S&P 500.
Sylebra Capital LLC holdings all 9 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| AEVAAeva Technologies Inc | 49.3% | +0.0% | $466.1M |
| PCTPurecycle Technologies Inc | 29.3% | +0.0% | $276.4M |
| PIImpinj Inc | 11.8% | -31.5% | $111.1M |
| ESTCElastic N V | 3.2% | -62.7% | $30.0M |
| PAYCPaycom Software Inc | 2.1% | -77.0% | $19.9M |
| XMTRXometry, Inc. | 1.8% | -67.7% | $16.7M |
| MYTELuxexperience BV | 1.4% | -29.2% | $12.9M |
| EGHT8x8, Inc. | 0.8% | -53.0% | $7.2M |
| PTRNPattern Group Inc | 0.5% | +6.3% | $4.2M |
What Sylebra Capital LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- PTRN Pattern Group Inc+6.3% shares
Reduced
- PAYC Paycom Software Inc-77.0% shares
- XMTR Xometry, Inc.-67.7% shares
- ESTC Elastic N V-62.7% shares
- EGHT 8x8, Inc.-53.0% shares
- PI Impinj Inc-31.5% shares
- MYTE Luxexperience BV-29.2% shares
Sold out
- S Sentinelone Incwas 6.2%
- NU Nu Hldgs Ltdwas 0.9%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -41.9% /yr
- S&P 500 +11.7%
- 3 years
- -10.9% /yr
- S&P 500 +18.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $944.5M | 9 |
| Q1 2026 | $773.7M | 11 |
| Q4 2025 | $1.2B | 11 |
| Q3 2025 | $1.8B | 11 |
| Q2 2025 | $2.5B | 17 |
| Q1 2025 | $2.0B | 24 |
| Q4 2024 | $2.7B | 26 |
| Q3 2024 | $3.0B | 28 |
| Q2 2024 | $2.7B | 30 |
| Q1 2024 | $3.0B | 29 |
| Q4 2023 | $2.6B | 24 |
| Q3 2023 | $1.9B | 20 |
Questions about Sylebra Capital LLC's portfolio
What stocks does Sylebra Capital LLC own?
Sylebra Capital LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 9 positions worth $944.5M. The largest are Aeva Technologies Inc (AEVA) at 49.3%, Purecycle Technologies Inc (PCT) at 29.3%, Impinj Inc (PI) at 11.8%, Elastic N V (ESTC) at 3.2% and Paycom Software Inc (PAYC) at 2.1%.
What did Sylebra Capital LLC buy last quarter?
In Q2 2026, Sylebra Capital LLC added Pattern Group Inc (PTRN) (+6.3% shares), compared with its Q1 2026 filing.
What did Sylebra Capital LLC sell last quarter?
In Q2 2026, Sylebra Capital LLC sold all of Sentinelone Inc (S), sold all of Nu Hldgs Ltd (NU), Paycom Software Inc (PAYC) (-77.0% shares), Xometry, Inc. (XMTR) (-67.7% shares) and Elastic N V (ESTC) (-62.7% shares), compared with its Q1 2026 filing.
How has Sylebra Capital LLC's portfolio performed?
A portfolio copying Sylebra Capital LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned -10.9% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: -41.9% against +11.7%.
When is Sylebra Capital LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Sylebra Capital LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.