Institutional Fund
Sylebra Capital LLC
Palo Alto, CACIK 20030746 filings on record
Portfolio Value
$773.70M
Q1 2026
Holdings
11
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-32.9%
from $1.15B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Aeva Technologies Inc27.6%
- Purecycle Technologies Inc22.9%
- Impinj Inc15.0%
- Paycom Software Inc10.8%
- Elastic N V9.1%
- Sentinelone Inc6.2%
- Other8.4%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Aeva Technologies Inc | 16.23M | $213.57M | 27.6% | 0 | Held |
| 2 | Purecycle Technologies Inc | 34.08M | $176.86M | 22.9% | 0 | Held |
| 3 | Impinj Inc | 1.13M | $116.27M | 15.0% | 0 | Held |
| 4 | Paycom Software Inc | 689.0K | $83.75M | 10.8% | −287.7K | Reduced |
| 5 | Elastic N V | 1.41M | $70.48M | 9.1% | −206.2K | Reduced |
| 6 | Sentinelone Inc | 3.72M | $47.89M | 6.2% | −554.0K | Reduced |
| 7 | Xometry Inc | 535.6K | $21.87M | 2.8% | +127.6K | Added |
| 8 | Luxexperience Bv | 2.44M | $19.54M | 2.5% | −478.2K | Reduced |
| 9 | 8x8 Inc New | 8.91M | $14.79M | 1.9% | −2.59M | Reduced |
| 10 | Nu Hldgs Ltd | 466.4K | $6.70M | 0.9% | −642.8K | Reduced |
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