StockDriftsStockDriftsTop 9 Sylebra Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AEVA | AEVA TECHNOLOGIES INC | 49.35% | 16.23M | $466.1M | +0.00%(+0) | $4.96(+369.02%) | 2026-06-30 | |
| PCT | PURECYCLE TECHNOLOGIES INC | 29.26% | 34.08M | $276.4M | +0.00%(+0) | $8.10(-14.23%) | 2026-06-30 | |
| PI | IMPINJ INC | 11.77% | 775.9K | $111.1M | -31.46%(-356.21K) | $72.35(+138.63%) | 2026-06-30 | |
| ESTC | ELASTIC N V | 3.18% | 526.5K | $30.0M | -62.66%(-883.33K) | $73.33(+18.21%) | 2026-06-30 | |
| PAYC | PAYCOM SOFTWARE INC | 2.11% | 158.7K | $19.9M | -76.96%(-530.31K) | $191.63(+13.83%) | 2026-06-30 | |
| XMTR | XOMETRY INC | 1.77% | 173.1K | $16.7M | -67.68%(-362.50K) | $27.37(+251.67%) | 2026-06-30 | |
| LUXE | LUXEXPERIENCE BV | 1.36% | 1.73M | $12.9M | -29.17%(-712.67K) | $3.71(+105.96%) | 2026-06-30 | |
| EGHT | 8X8 INC NEW | 0.76% | 4.19M | $7.2M | -52.99%(-4.72M) | $3.38(-38.37%) | 2026-06-30 | |
| PTRN | PATTERN GROUP INC | 0.45% | 168.6K | $4.2M | +6.32%(+10.03K) | $12.37(+73.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +58.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +111.28% |
Sylebra Capital LLC reports $944.54M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are AEVA (49.4%), PCT (29.3%) and PI (11.8%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +58.75% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sylebra Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2003074). View Sylebra Capital LLC’s 13F filings on SEC