Filed: 2/18/2026ACC: 0001085146-26-000248
📋 What this filing means
SYLEBRA CAPITAL LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $1.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$1.15B
Total AUM (reported)
74.29M
Total Shares
Allocation by class
COM$668.04M57.9%
COM NEW$215.52M18.7%
ORD SHS$121.91M10.6%
CL A$64.08M5.6%
SPONSORED ADS$24.39M2.1%
CLASS A COM$24.26M2.1%
ORD SHS CL A$18.57M1.6%
Portfolio Concentration
Top 3$705.25M61.2%
4–10$431.52M37.4%
11–25$16.48M1.4%
Top 3 weight
61.2%
Top 10 weight
98.6%
Voting Authority Distribution
Total shares with voting rights: 74.29M
Sole
Full voting authority
74.29M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
PURECYCLE TECHNOLOGIES INC
SOLEShares34.08M
TypeSH
Market value$292.73M
25.38%
Sole
34.08M
Shared
0.00
None
0.00
AEVA TECHNOLOGIES INC
SOLEShares16.23M
TypeSH
Market value$215.52M
18.69%
Sole
16.23M
Shared
0.00
None
0.00
IMPINJ INC
SOLEShares1.13M
TypeSH
Market value$197.01M
17.08%
Sole
1.13M
Shared
0.00
None
0.00
PAYCOM SOFTWARE INC
SOLEShares976.76K
TypeSH
Market value$155.66M
13.50%
Sole
976.76K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares1.62M
TypeSH
Market value$121.91M
10.57%
Sole
1.62M
Shared
0.00
None
0.00
SENTINELONE INC
SOLEShares4.27M
TypeSH
Market value$64.08M
5.56%
Sole
4.27M
Shared
0.00
None
0.00
LUXEXPERIENCE BV
SOLEShares2.92M
TypeSH
Market value$24.39M
2.12%
Sole
2.92M
Shared
0.00
None
0.00
XOMETRY INC
SOLEShares407.99K
TypeSH
Market value$24.26M
2.10%
Sole
407.99K
Shared
0.00
None
0.00
8X8 INC NEW
SOLEShares11.50M
TypeSH
Market value$22.65M
1.96%
Sole
11.50M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.11M
TypeSH
Market value$18.57M
1.61%
Sole
1.11M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52.66K
TypeSH
Market value$16.48M
1.43%
Sole
52.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PURECYCLE TECHNOLOGIES INCSOLE | COM | 34.08M | SH | $292.73M 25.38% | 34.08M | 0.00 | 0.00 |
AEVA TECHNOLOGIES INCSOLE | COM NEW | 16.23M | SH | $215.52M 18.69% | 16.23M | 0.00 | 0.00 |
IMPINJ INCSOLE | COM | 1.13M | SH | $197.01M 17.08% | 1.13M | 0.00 | 0.00 |
PAYCOM SOFTWARE INCSOLE | COM | 976.76K | SH | $155.66M 13.50% | 976.76K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 1.62M | SH | $121.91M 10.57% | 1.62M | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 4.27M | SH | $64.08M 5.56% | 4.27M | 0.00 | 0.00 |
LUXEXPERIENCE BVSOLE | SPONSORED ADS | 2.92M | SH | $24.39M 2.12% | 2.92M | 0.00 | 0.00 |
XOMETRY INCSOLE | CLASS A COM | 407.99K | SH | $24.26M 2.10% | 407.99K | 0.00 | 0.00 |
8X8 INC NEWSOLE | COM | 11.50M | SH | $22.65M 1.96% | 11.50M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.11M | SH | $18.57M 1.61% | 1.11M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 52.66K | SH | $16.48M 1.43% | 52.66K | 0.00 | 0.00 |