SYLEBRA CAPITAL LLC
CIK 2003074
13F filing for Q2 2026・No. 2,674
- Holdings
- US$944.54M
- Quarter change
- +US$170.84M
- Entries
- 9
- Net bought (estimate)
- −US$236.27M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 2
- Cut 6
- Added 1
- Corporate actions 0
- Unchanged 2
Largest holdings
9 stocks worth US$944.54M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AEVAAEVA TECHNOLOGIES INCCOM NEW | Unchanged | 16,228,553 | US$466.08M | 49.35% |
| PCTPURECYCLE TECHNOLOGIES INCCOM | Unchanged | 34,077,574 | US$276.37M | 29.26% |
| PIIMPINJ INCCOM | Cut | 775,943 | US$111.14M | 11.77% |
| ESTCELASTIC N VORD SHS | Cut | 526,465 | US$30.02M | 3.18% |
| PAYCPAYCOM SOFTWARE INCCOM | Cut | 158,734 | US$19.95M | 2.11% |
| XMTRXOMETRY INCCLASS A COM | CutSplit 1:3 | 173,126 | US$16.71M | 1.77% |
| LUXEXPERIENCE BVSPONSORED ADS | Cut | 1,730,378 | US$12.86M | 1.36% |
| 8X8 INC NEWCOM | Cut | 4,188,249 | US$7.16M | 0.76% |
| PTRNPATTERN GROUP INCCOM SER A | Added | 168,581 | US$4.25M | 0.45% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.