2026 Q1 Portfolio Activity
In 2026 Q1, SYLEBRA CAPITAL LLC maintained a portfolio of 12 distinct positions. The most significant new addition was PATTERN GROUP INC, now representing 0.25% of the total fund value. They heavily accumulated shares in XOMETRY INC, increasing the position by 31.3%. The fund also reduced its exposure to PAYCOM SOFTWARE INC by 29.5%.
Position History
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Total Positions
12
Quarter
2026 Q1
Top Holding
AEVA (27.6%)
Top 10 Concentration
99.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
SYLEBRA CAPITAL LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AEVA
AEVA TECHNOLOGI...
|
Technology | 27.60% | 18.69% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
16,228,553 | $213,567,757 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
PCT
PURECYCLE TECHN...
|
Industrials | 22.86% | 25.38% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
34,077,574 | $176,862,609 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
PI
IMPINJ INC
|
Technology | 15.03% | 17.08% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
1,132,152 | $116,272,010 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
PAYC
PAYCOM SOFTWARE...
|
Technology | 10.82% | 13.50% |
#4
Prev: #4
|
4.5 |
—
|
-287,711 | -29.5% |
P
S
|
689,045 | $83,746,529 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
ESTC
ELASTIC N V
|
Technology | 9.11% | 10.57% |
#5
Prev: #5
|
4.6 |
—
|
-206,175 | -12.8% |
P
S
|
1,409,793 | $70,475,552 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
S
SENTINELONE INC
|
Technology | 6.19% | 5.56% |
#6
Prev: #6
|
3.0 |
—
|
-553,952 | -13.0% |
P
S
|
3,718,309 | $47,891,820 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
XMTR
XOMETRY INC
|
Industrials | 2.83% | 2.10% |
#7
1
Prev: #8
|
3.6 |
—
|
127,637 | 31.3% |
P
S
|
535,624 | $21,874,884 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
LUXE
LUXEXPERIENCE B...
|
ETF | 2.53% | 2.12% |
#8
1
Prev: #7
|
1.5 |
—
|
-478,181 | -16.4% |
P
S
|
2,443,053 | $19,544,424 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
EGHT
8X8 INC NEW
|
Technology | 1.91% | 1.96% |
#9
Prev: #9
|
0.8 |
—
|
-2,589,874 | -22.5% |
P
S
|
8,908,503 | $14,788,115 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 0.87% | 1.61% |
#10
Prev: #10
|
0.3 |
—
|
-642,804 | -58.0% |
P
S
|
466,419 | $6,702,441 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
PTRN
PATTERN GROUP I...
|
Technology | 0.25% | — |
#11
Prev: #—
|
3.6 |
—
|
158,556 | — |
NEW
|
158,556 | $1,970,851 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.00% | 1.43% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-52,658 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 |
Showing 1-12 of 12 holdings