Sylebra Capital Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Sylebra Capital Llc disclosed 9 stock positions valued at approximately $944.54M as of quarter-end June 30, 2026. The largest holdings include AEVA TECHNOLOGIES INC, PURECYCLE TECHNOLOGIES INC, and IMPINJ INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 9
- Portfolio Value
- $944.54M
Holdings by Sector
Sylebra Capital Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AEVA TECHNOLOGIES INC | AEVA | Technology | 49.35% | 16,228,553 | - | - | $466,084,042 |
| PURECYCLE TECHNOLOGIES INC | PCT | Industrials | 29.26% | 34,077,574 | - | - | $276,369,125 |
| IMPINJ INC | PI | Technology | 11.77% | 775,943 | -356,209 | -31.46% | $111,138,316 |
| ELASTIC N V | ESTC | Technology | 3.18% | 526,465 | -883,328 | -62.66% | $30,019,034 |
| PAYCOM SOFTWARE INC | PAYC | Technology | 2.11% | 158,734 | -530,311 | -76.96% | $19,949,689 |
| XOMETRY INC | XMTR | Industrials | 1.77% | 173,126 | -362,498 | -67.68% | $16,710,122 |
| LUXEXPERIENCE BV | MYTE | Consumer Cyclical | 1.36% | 1,730,378 | -712,675 | -29.17% | $12,856,709 |
| 8X8 INC NEW | EGHT | Technology | 0.76% | 4,188,249 | -4,720,254 | -52.99% | $7,161,906 |
| PATTERN GROUP INC | PTRN | Other | 0.45% | 168,581 | +10,025 | +6.32% | $4,246,555 |
Showing 9 of 9 holdings in the latest reporting period.