Filed: 8/14/2026ACC: 0002003074-26-000017
📋 What this filing means
SYLEBRA CAPITAL LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $944.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$944.54M
Total AUM (reported)
58.03M
Total Shares
Allocation by class
COM NEW$466.08M49.3%
COM$414.62M43.9%
ORD SHS$30.02M3.2%
CLASS A COM$16.71M1.8%
SPONSORED ADS$12.86M1.4%
COM SER A$4.25M0.4%
Portfolio Concentration
Top 3$853.59M90.4%
4–10$90.94M9.6%
Top 3 weight
90.4%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 58.03M
Sole
Full voting authority
58.03M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
AEVA TECHNOLOGIES INC
SOLEShares16.23M
TypeSH
Market value$466.08M
49.35%
Sole
16.23M
Shared
0.00
None
0.00
PURECYCLE TECHNOLOGIES INC
SOLEShares34.08M
TypeSH
Market value$276.37M
29.26%
Sole
34.08M
Shared
0.00
None
0.00
IMPINJ INC
SOLEShares775.94K
TypeSH
Market value$111.14M
11.77%
Sole
775.94K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares526.47K
TypeSH
Market value$30.02M
3.18%
Sole
526.47K
Shared
0.00
None
0.00
PAYCOM SOFTWARE INC
SOLEShares158.73K
TypeSH
Market value$19.95M
2.11%
Sole
158.73K
Shared
0.00
None
0.00
XOMETRY INC
SOLEShares173.13K
TypeSH
Market value$16.71M
1.77%
Sole
173.13K
Shared
0.00
None
0.00
LUXEXPERIENCE BV
SOLEShares1.73M
TypeSH
Market value$12.86M
1.36%
Sole
1.73M
Shared
0.00
None
0.00
8X8 INC NEW
SOLEShares4.19M
TypeSH
Market value$7.16M
0.76%
Sole
4.19M
Shared
0.00
None
0.00
PATTERN GROUP INC
SOLEShares168.58K
TypeSH
Market value$4.25M
0.45%
Sole
168.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AEVA TECHNOLOGIES INCSOLE | COM NEW | 16.23M | SH | $466.08M 49.35% | 16.23M | 0.00 | 0.00 |
PURECYCLE TECHNOLOGIES INCSOLE | COM | 34.08M | SH | $276.37M 29.26% | 34.08M | 0.00 | 0.00 |
IMPINJ INCSOLE | COM | 775.94K | SH | $111.14M 11.77% | 775.94K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 526.47K | SH | $30.02M 3.18% | 526.47K | 0.00 | 0.00 |
PAYCOM SOFTWARE INCSOLE | COM | 158.73K | SH | $19.95M 2.11% | 158.73K | 0.00 | 0.00 |
XOMETRY INCSOLE | CLASS A COM | 173.13K | SH | $16.71M 1.77% | 173.13K | 0.00 | 0.00 |
LUXEXPERIENCE BVSOLE | SPONSORED ADS | 1.73M | SH | $12.86M 1.36% | 1.73M | 0.00 | 0.00 |
8X8 INC NEWSOLE | COM | 4.19M | SH | $7.16M 0.76% | 4.19M | 0.00 | 0.00 |
PATTERN GROUP INCSOLE | COM SER A | 168.58K | SH | $4.25M 0.45% | 168.58K | 0.00 | 0.00 |