StockDrifts LogoStockDrifts

Sylebra Capital LLC

Portfolio Manager
Sylebra Capital LLC
Performance
-26.17% (2026 Q1)
AUM (13F)
$773.70M
# of Holdings
11
Performance Rank
Allocation (Top 20)
100%

Sylebra Capital LLC Holdings Map

Top 11 Sylebra Capital LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AEVA
AEVA TECHNOLOGIES INC
27.6%16.23M$213.6M
+0.00%(+0)
2025-Q1: 16.23M shares2025-Q2: 16.23M shares2025-Q3: 16.23M shares2025-Q4: 16.23M shares2026-Q1: 16.23M shares
$4.96(+312.51%)
2026-03-31
PCT
PURECYCLE TECHNOLOGIES INC
22.86%34.08M$176.9M
+0.00%(+0)
2025-Q1: 34.08M shares2025-Q2: 34.08M shares2025-Q3: 34.08M shares2025-Q4: 34.08M shares2026-Q1: 34.08M shares
$8.10(+55.38%)
2026-03-31
PI
IMPINJ INC
15.03%1.13M$116.3M
+0.00%(+0)
2025-Q1: 2.13M shares2025-Q2: 2.13M shares2025-Q3: 1.83M shares2025-Q4: 1.13M shares2026-Q1: 1.13M shares
$72.35(+91.73%)
2026-03-31
PAYC
PAYCOM SOFTWARE INC
10.82%689.0K$83.7M
-29.46%(-287.71K)
2025-Q1: 1.55M shares2025-Q2: 1.43M shares2025-Q3: 1.35M shares2025-Q4: 976.8K shares2026-Q1: 689.0K shares
$191.63(-28.90%)
2026-03-31
ESTC
ELASTIC N V
9.11%1.41M$70.5M
-12.76%(-206.18K)
2025-Q1: 2.55M shares2025-Q2: 2.49M shares2025-Q3: 2.36M shares2025-Q4: 1.62M shares2026-Q1: 1.41M shares
$73.33(-30.99%)
2026-03-31
S
SENTINELONE INC
6.19%3.72M$47.9M
-12.97%(-553.95K)
2025-Q1: 10.57M shares2025-Q2: 7.93M shares2025-Q3: 6.62M shares2025-Q4: 4.27M shares2026-Q1: 3.72M shares
$20.10(-16.13%)
2026-03-31
XMTR
XOMETRY INC
2.83%535.6K$21.9M
+31.28%(+127.64K)
2025-Q1: 1.88M shares2025-Q2: 2.06M shares2025-Q3: 1.22M shares2025-Q4: 408.0K shares2026-Q1: 535.6K shares
$27.37(+214.63%)
2026-03-31
LUXE
LUXEXPERIENCE BV
2.53%2.44M$19.5M
-16.37%(-478.18K)
2025-Q1: 3.69M shares2025-Q2: 3.69M shares2025-Q3: 3.69M shares2025-Q4: 2.92M shares2026-Q1: 2.44M shares
$3.71(+104.61%)
2026-03-31
EGHT
8X8 INC NEW
1.91%8.91M$14.8M
-22.52%(-2.59M)
2025-Q1: 14.09M shares2025-Q2: 13.78M shares2025-Q3: 13.78M shares2025-Q4: 11.50M shares2026-Q1: 8.91M shares
$3.38(-30.07%)
2026-03-31
NU
NU HLDGS LTD
0.87%466.4K$6.7M
-57.95%(-642.80K)
2025-Q1: 3.56M shares2025-Q2: 3.56M shares2025-Q3: 3.19M shares2025-Q4: 1.11M shares2026-Q1: 466.4K shares
$8.74(+39.41%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Sylebra Capital LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all