Sylebra Capital LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), Sylebra Capital LLC reported 11 stock positions worth $773.7 million. Its top holding was Aeva Technologies (AEVA) at 27.6% of the portfolio, followed by Purecycle Technologies (PCT, 22.9%) and Impinj (PI, 15.0%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 1 and reduced 6. The biggest buy was Xometry Class A (XMTR, shares +31%) and the biggest sale Paycom Software (PAYC, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- PALO ALTO, CA
- CIK
- 0002003074
- Portfolio Value
- $773.7M (Q1 2026)
- SEC Filing
- 0002003074-26-000007 ↗ filed May 18, 2026
Holdings Value
Holdings 11 stocks · $773.7M
| AEVA Aeva Technologies Inc. | 27.60% | 16,228,553 | $213.6M | No change |
| PCT Purecycle Technologies Inc. | 22.86% | 34,077,574 | $176.9M | No change |
| PI Impinj Inc. | 15.03% | 1,132,152 | $116.3M | No change |
| PAYC Paycom Software Inc. | 10.82% | 689,045 | $83.7M | Reduce -29.5% |
| ESTC Elastic NV | 9.11% | 1,409,793 | $70.5M | Reduce -12.8% |
| S Sentinelone Inc. Class A | 6.19% | 3,718,309 | $47.9M | Reduce -13.0% |
| XMTR Xometry Inc. Class A | 2.83% | 535,624 | $21.9M | Add +31.3% |
| LUXE Luxexperience BV | 2.53% | 2,443,053 | $19.5M | Reduce -16.4% |
| EGHT 8X8 Inc. | 1.91% | 8,908,503 | $14.8M | Reduce -22.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.87% | 466,419 | $6.7M | Reduce -58.0% |
| PTRN Pattern Group Inc. Class A | 0.25% | 158,556 | $2.0M | New |
Portfolio Sells Q4 2025 → Q1 2026
| PAYC Paycom Software Inc. | Reduce -29.5% | 10.82% | −2.67 |
| ESTC Elastic NV | Reduce -12.8% | 9.11% | −1.46 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.43 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -58.0% | 0.87% | −0.74 |
| EGHT 8X8 Inc. | Reduce -22.5% | 1.91% | −0.05 |
| LUXE Luxexperience BV | Reduce -16.4% | 2.53% | +0.41 |
| S Sentinelone Inc. Class A | Reduce -13.0% | 6.19% | +0.63 |
Portfolio Buys Q4 2025 → Q1 2026
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 |