Filed: 5/18/2026ACC: 0002003074-26-000007
📋 What this filing means
SYLEBRA CAPITAL LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $773.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$773.70M
Total AUM (reported)
69.77M
Total Shares
Allocation by class
COM$391.67M50.6%
COM NEW$213.57M27.6%
ORD SHS$70.48M9.1%
CL A$47.89M6.2%
CLASS A COM$21.87M2.8%
SPONSORED ADS$19.54M2.5%
ORD SHS CL A$6.70M0.9%
Portfolio Concentration
Top 3$506.70M65.5%
4–10$265.02M34.3%
11–25$1.97M0.3%
Top 3 weight
65.5%
Top 10 weight
99.7%
Voting Authority Distribution
Total shares with voting rights: 69.77M
Sole
Full voting authority
69.77M
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:
AEVA TECHNOLOGIES INC
SOLEShares16.23M
TypeSH
Market value$213.57M
27.60%
Sole
16.23M
Shared
0.00
None
0.00
PURECYCLE TECHNOLOGIES INC
SOLEShares34.08M
TypeSH
Market value$176.86M
22.86%
Sole
34.08M
Shared
0.00
None
0.00
IMPINJ INC
SOLEShares1.13M
TypeSH
Market value$116.27M
15.03%
Sole
1.13M
Shared
0.00
None
0.00
PAYCOM SOFTWARE INC
SOLEShares689.04K
TypeSH
Market value$83.75M
10.82%
Sole
689.04K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares1.41M
TypeSH
Market value$70.48M
9.11%
Sole
1.41M
Shared
0.00
None
0.00
SENTINELONE INC
SOLEShares3.72M
TypeSH
Market value$47.89M
6.19%
Sole
3.72M
Shared
0.00
None
0.00
XOMETRY INC
SOLEShares535.62K
TypeSH
Market value$21.87M
2.83%
Sole
535.62K
Shared
0.00
None
0.00
LUXEXPERIENCE BV
SOLEShares2.44M
TypeSH
Market value$19.54M
2.53%
Sole
2.44M
Shared
0.00
None
0.00
8X8 INC NEW
SOLEShares8.91M
TypeSH
Market value$14.79M
1.91%
Sole
8.91M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares466.42K
TypeSH
Market value$6.70M
0.87%
Sole
466.42K
Shared
0.00
None
0.00
PATTERN GROUP INC
SOLEShares158.56K
TypeSH
Market value$1.97M
0.25%
Sole
158.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AEVA TECHNOLOGIES INCSOLE | COM NEW | 16.23M | SH | $213.57M 27.60% | 16.23M | 0.00 | 0.00 |
PURECYCLE TECHNOLOGIES INCSOLE | COM | 34.08M | SH | $176.86M 22.86% | 34.08M | 0.00 | 0.00 |
IMPINJ INCSOLE | COM | 1.13M | SH | $116.27M 15.03% | 1.13M | 0.00 | 0.00 |
PAYCOM SOFTWARE INCSOLE | COM | 689.04K | SH | $83.75M 10.82% | 689.04K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 1.41M | SH | $70.48M 9.11% | 1.41M | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 3.72M | SH | $47.89M 6.19% | 3.72M | 0.00 | 0.00 |
XOMETRY INCSOLE | CLASS A COM | 535.62K | SH | $21.87M 2.83% | 535.62K | 0.00 | 0.00 |
LUXEXPERIENCE BVSOLE | SPONSORED ADS | 2.44M | SH | $19.54M 2.53% | 2.44M | 0.00 | 0.00 |
8X8 INC NEWSOLE | COM | 8.91M | SH | $14.79M 1.91% | 8.91M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 466.42K | SH | $6.70M 0.87% | 466.42K | 0.00 | 0.00 |
PATTERN GROUP INCSOLE | COM SER A | 158.56K | SH | $1.97M 0.25% | 158.56K | 0.00 | 0.00 |