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SYLEBRA CAPITAL LLC

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13F filer, CIK 2003074, PALO ALTO, CA

SYLEBRA CAPITAL LLC reported $773,696,992 across 11 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-18. Its ten largest share positions make up 99.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002003074-26-000007

Period
2026-03-31
Reported value
$774M
Holdings
11
Top 10 weight
99.75%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XMTRadded+127,637$5.21M
PTRNnew+158,556$1.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PAYCreduced-287,711-$35M
GOOGLexited-52,658-$16.5M
ESTCreduced-206,175-$10.3M
NUreduced-642,804-$9.24M
Sreduced-553,952-$7.13M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002003074-26-000007, largest first. % of portfolio is the value over $773,696,992, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AEVAAEVA TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,379,304 shares; 2024Q4: 10,379,304 shares; 2025Q1: 16,228,553 shares; 2025Q2: 16,228,553 shares; 2025Q3: 16,228,553 shares; 2025Q4: 16,228,553 shares; 2026Q1: 16,228,553 shares 16,228,553$214M27.6%0Timeline
PCTPURECYCLE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,457,649 shares; 2024Q4: 33,457,649 shares; 2025Q1: 34,077,574 shares; 2025Q2: 34,077,574 shares; 2025Q3: 34,077,574 shares; 2025Q4: 34,077,574 shares; 2026Q1: 34,077,574 shares 34,077,574$177M22.86%0Timeline
PIIMPINJ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,197,352 shares; 2024Q4: 2,129,260 shares; 2025Q1: 2,129,260 shares; 2025Q2: 2,129,260 shares; 2025Q3: 1,829,260 shares; 2025Q4: 1,132,152 shares; 2026Q1: 1,132,152 shares 1,132,152$116M15.03%0Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,962,468 shares; 2024Q4: 1,962,468 shares; 2025Q1: 1,549,872 shares; 2025Q2: 1,429,082 shares; 2025Q3: 1,352,297 shares; 2025Q4: 976,756 shares; 2026Q1: 689,045 shares 689,045$83.7M10.82%-287,711Timeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,804,620 shares; 2024Q4: 2,804,620 shares; 2025Q1: 2,552,554 shares; 2025Q2: 2,488,673 shares; 2025Q3: 2,359,673 shares; 2025Q4: 1,615,968 shares; 2026Q1: 1,409,793 shares 1,409,793$70.5M9.11%-206,175Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,048,954 shares; 2024Q4: 9,613,281 shares; 2025Q1: 10,573,052 shares; 2025Q2: 7,926,433 shares; 2025Q3: 6,615,273 shares; 2025Q4: 4,272,261 shares; 2026Q1: 3,718,309 shares 3,718,309$47.9M6.19%-553,952Timeline
XMTRXOMETRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,796,867 shares; 2024Q4: 1,834,750 shares; 2025Q1: 1,881,624 shares; 2025Q2: 2,062,157 shares; 2025Q3: 1,216,298 shares; 2025Q4: 407,987 shares; 2026Q1: 535,624 shares 535,624$21.9M2.83%+127,637Timeline
LUXELUXEXPERIENCE BVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,895,398 shares; 2024Q4: 3,937,022 shares; 2025Q1: 3,688,354 shares; 2025Q2: 3,688,354 shares; 2025Q3: 3,688,354 shares; 2025Q4: 2,921,234 shares; 2026Q1: 2,443,053 shares 2,443,053$19.5M2.53%-478,181Timeline
EGHT8X8 INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,389,476 shares; 2024Q4: 14,389,476 shares; 2025Q1: 14,085,649 shares; 2025Q2: 13,781,823 shares; 2025Q3: 13,781,823 shares; 2025Q4: 11,498,377 shares; 2026Q1: 8,908,503 shares 8,908,503$14.8M1.91%-2,589,874Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563,651 shares; 2024Q4: 2,354,183 shares; 2025Q1: 3,555,632 shares; 2025Q2: 3,555,632 shares; 2025Q3: 3,186,526 shares; 2025Q4: 1,109,223 shares; 2026Q1: 466,419 shares 466,419$6.7M0.87%-642,804Timeline
PTRNPATTERN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158,556 shares 158,556$1.97M0.25%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GOOGLALPHABET INC52,658$16.5Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002003074-26-000007 base2026-05-18acceptance time not in the bulk data set