Sylebra Capital Llc Portfolio Stock Holdings
Sylebra Capital Llc disclosed 11 stock positions valued at approximately $773.7 million in its latest SEC 13F filing. The largest holdings include AEVA TECHNOLOGIES INC, PURECYCLE TECHNOLOGIES INC, and IMPINJ INC. The filing reflects positions held as of March 31, 2026 and was filed on May 18, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $773.7M
Holdings by Sector
Sylebra Capital Llc Portfolio Holdings in Q1 2026
10 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AEVA TECHNOLOGIES INC | AEVA | Technology | 27.60% | 16,228,553 | - | - | $213,567,757 |
| PURECYCLE TECHNOLOGIES INC | PCT | Industrials | 22.86% | 34,077,574 | - | - | $176,862,609 |
| IMPINJ INC | PI | Technology | 15.03% | 1,132,152 | - | - | $116,272,010 |
| PAYCOM SOFTWARE INC | PAYC | Technology | 10.82% | 689,045 | -287,711 | -29.46% | $83,746,529 |
| ELASTIC N V | N14506104 | Other | 9.11% | 1,409,793 | -206,175 | -12.76% | $70,475,552 |
| SENTINELONE INC | S | Technology | 6.19% | 3,718,309 | -553,952 | -12.97% | $47,891,820 |
| XOMETRY INC | XMTR | Industrials | 2.83% | 535,624 | +127,637 | +31.28% | $21,874,884 |
| LUXEXPERIENCE BV | MYTE | Consumer Cyclical | 2.53% | 2,443,053 | -478,181 | -16.37% | $19,544,424 |
| 8X8 INC NEW | EGHT | Technology | 1.91% | 8,908,503 | -2,589,874 | -22.52% | $14,788,115 |
| NU HLDGS LTD | G6683N103 | Other | 0.87% | 466,419 | -642,804 | -57.95% | $6,702,441 |