Sylebra Capital LLC
Net seller this quarter
$945M
9
-$285M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AEVA | $466M | 49.35% | 23.63% | Not reported | Q3 2023 |
 PCT | $276M | 29.26% | 16.96% | Not reported | Q3 2023 |
 PI | $111M | 11.77% | 2.54% | -31.5% | Q3 2023 |
 ESTC | $30M | 3.18% | 0.51% | -62.7% | Q3 2023 |
 PAYC | $19.9M | 2.11% | 0.36% | -77.0% | Q1 2024 |
 XMTR | $16.7M | 1.77% | 0.38% | -67.7% | Q4 2023 |
 LUXE | $12.9M | 1.36% | 1.24% | -29.2% | Q3 2023 |
 EGHT | $7.16M | 0.76% | 2.91% | -53.0% | Q3 2023 |
 PTRN | $4.25M | 0.45% | Not reported | +6.3% | Q1 2026 |
| Q1 2026 | |||||
| AEVA | $214M | 27.60% | 25.77% | Not reported | Q3 2023 |
| PCT | $177M | 22.86% | 18.84% | Not reported | Q3 2023 |
| PI | $116M | 15.03% | 3.72% | Not reported | Q3 2023 |
| PAYC | $83.7M | 10.82% | 1.48% | -29.5% | Q1 2024 |
| ESTC | $70.5M | 9.11% | 1.36% | -12.8% | Q3 2023 |
 S | $47.9M | 6.19% | Not reported | -13.0% | Q3 2023 |
| XMTR | $21.9M | 2.83% | 1.16% | +31.3% | Q4 2023 |
| LUXE | $19.5M | 2.53% | 1.78% | -16.4% | Q3 2023 |
| EGHT | $14.8M | 1.91% | 6.31% | -22.5% | Q3 2023 |
 NU | $6.7M | 0.87% | Not reported | -58.0% | Q4 2023 |
| PTRN | $1.97M | 0.25% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| PCT | $293M | 25.38% | 18.90% | Not reported | Q3 2023 |
| AEVA | $216M | 18.69% | 26.35% | Not reported | Q3 2023 |
| PI | $197M | 17.08% | 3.75% | -38.1% | Q3 2023 |
| PAYC | $156M | 13.50% | 1.78% | -27.8% | Q1 2024 |
| ESTC | $122M | 10.57% | 1.53% | -31.5% | Q3 2023 |
| S | $64.1M | 5.56% | Not reported | -35.4% | Q3 2023 |
| LUXE | $24.4M | 2.12% | 2.13% | -20.8% | Q3 2023 |
| XMTR | $24.3M | 2.10% | 0.88% | -66.5% | Q4 2023 |
| EGHT | $22.7M | 1.96% | 8.25% | -16.6% | Q3 2023 |
| NU | $18.6M | 1.61% | Not reported | -65.2% | Q4 2023 |
 GOOGL | $16.5M | 1.43% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| PCT | $448M | 24.74% | 18.91% | Not reported | Q3 2023 |
| PI | $331M | 18.26% | 6.08% | -14.1% | Q3 2023 |
| PAYC | $281M | 15.54% | 2.45% | -5.4% | Q1 2024 |
| AEVA | $235M | 12.99% | 27.04% | Not reported | Q3 2023 |
| ESTC | $199M | 11.01% | 2.22% | -5.2% | Q3 2023 |
| S | $116M | 6.43% | Not reported | -16.5% | Q3 2023 |
| XMTR | $66.3M | 3.66% | 2.64% | -41.0% | Q4 2023 |
| NU | $51M | 2.82% | Not reported | -10.4% | Q4 2023 |
| LUXE | $31.4M | 1.73% | 2.69% | Not reported | Q3 2023 |
| EGHT | $29.2M | 1.61% | 9.95% | Not reported | Q3 2023 |
 FIVN | $21.9M | 1.21% | 1.16% | Not reported | Q3 2023 |