Investor
SYLEBRA CAPITAL LLC
CIK 0002003074 · filed 2026-05-18 · SEC filing
13F book
$773.7M
Positions
11
1 new · 1 sold
Largest name
27.6%
Aeva Technologies, Inc. · AEVA
Est. mark
−$280.7M
Price effect on 10 names still held. Flow −$98.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Aeva Technologies, Inc. | AEVA | 16.2M | $213.6M | 27.6% | −$1.95M | Held |
| Purecycle Technologies Inc | — | 34.1M | $176.9M | 22.9% | −$115.9M | Held |
| Impinj Inc | PI | 1.13M | $116.3M | 15.0% | −$80.7M | Held |
| Paycom Software, Inc. | PAYC | 689K | $83.7M | 10.8% | −$26.1M | Cut−$71.9M |
| Elastic N.V. | ESTC | 1.41M | $70.5M | 9.1% | −$35.9M | Cut−$51.4M |
| SentinelOne, Inc. | S | 3.72M | $47.9M | 6.2% | −$7.88M | Cut−$16.2M |
| Xometry, Inc. | XMTR | 535.6K | $21.9M | 2.8% | −$7.6M | Added−$2.39M |
| Luxexperience Bv | — | 2.44M | $19.5M | 2.5% | −$855.1K | Cut−$4.85M |
| 8x8 Inc New | — | 8.91M | $14.8M | 1.9% | −$2.76M | Cut−$7.86M |
| Nu Hldgs Ltd | — | 466.4K | $6.7M | 0.9% | −$1.11M | Cut−$11.9M |
| Pattern Group Inc. | PTRN | 158.6K | $1.97M | 0.3% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.