Sylebra Capital LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Sylebra Capital LLC reported 9 stock positions worth $944.5 million. Its top holding was Aeva Technologies (AEVA) at 49.3% of the portfolio, followed by Purecycle Technologies (PCT, 29.3%) and Impinj (PI, 11.8%). Compared with Q1 2026, it sold out of 2, added to 1 and reduced 6. The biggest buy was Pattern Class A (PTRN, shares +6%) and the biggest sale Paycom Software (PAYC, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0002003074
- Portfolio Value
- $944.5M (Q2 2026)
- SEC Filing
- 0002003074-26-000017 ↗ filed Aug 14, 2026
Holdings Value
Holdings 9 stocks · $944.5M
| AEVA Aeva Technologies Inc. | 49.35% | 16,228,553 | $466.1M | No change |
| PCT Purecycle Technologies Inc. | 29.26% | 34,077,574 | $276.4M | No change |
| PI Impinj Inc. | 11.77% | 775,943 | $111.1M | Reduce -31.5% |
| ESTC Elastic NV | 3.18% | 526,465 | $30.0M | Reduce -62.7% |
| PAYC Paycom Software Inc. | 2.11% | 158,734 | $19.9M | Reduce -77.0% |
| XMTR Xometry Inc. Class A | 1.77% | 173,126 | $16.7M | Reduce -67.7% |
| LUXE Luxexperience BV | 1.36% | 1,730,378 | $12.9M | Reduce -29.2% |
| EGHT 8X8 Inc. | 0.76% | 4,188,249 | $7.2M | Reduce -53.0% |
| PTRN Pattern Group Inc. Class A | 0.45% | 168,581 | $4.2M | Add +6.3% |
Portfolio Sells Q1 2026 → Q2 2026
| PAYC Paycom Software Inc. | Reduce -77.0% | 2.11% | −8.71 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −6.19 |
| ESTC Elastic NV | Reduce -62.7% | 3.18% | −5.93 |
| PI Impinj Inc. | Reduce -31.5% | 11.77% | −3.26 |
| LUXE Luxexperience BV | Reduce -29.2% | 1.36% | −1.16 |
| EGHT 8X8 Inc. | Reduce -53.0% | 0.76% | −1.15 |
| XMTR Xometry Inc. Class A | Reduce -67.7% | 1.77% | −1.06 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.87 |
Portfolio Buys Q1 2026 → Q2 2026
| PTRN Pattern Group Inc. Class A | Add +6.3% | 0.45% | +0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $944.5M | AEVA, PCT, PI, ESTC, PAYC |
| Q1 2026 | 11 | $773.7M | AEVA, PCT, PI, PAYC, ESTC |
| Q4 2025 | 11 | $1.2B | PCT, AEVA, PI, PAYC, ESTC |
| Q3 2025 | 11 | $1.8B | PCT, PI, PAYC, AEVA, ESTC |
| Q2 2025 | 17 | $2.5B | AEVA, PCT, PAYC, PI, ESTC |
| Q1 2025 | 24 | $2.0B | PAYC, PCT, ESTC, PI, S |
| Q4 2024Amended | 26 | $2.7B | PAYC, PCT, PI, ESTC, RNG |
| Q3 2024 | 28 | $3.0B | PI, PAYC, PCT, RNG, S |
| Q2 2024 | 30 | $2.7B | PI, ESTC, PAYC, RNG, PCT |
| Q1 2024 | 29 | $3.0B | PI, ESTC, RNG, PAYC, AMD |