SYLEBRA CAPITAL LLC

PALO ALTO, CA · CIK 2003074 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$2.9bn
Staff8 · 4 in investment roles
Main clients (by assets)Private funds 100%
Private funds3 (3 hedge) · $2.9bn gross assets
Websitesylebra.com
Form ADV · 2026-03-28SEC adviser record

Legal entitySYLEBRA CAPITAL LLC (US)

$944.5m reported value +22.1% vs Q1 2026

9positions

100.0%in top 10

0 new 1 added 6 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AEVA TECHNOLOGIES INC COM NEW AEVA	AEVA	16,228,553	$466.1m49.35%	49.35%	Unchanged
2	PURECYCLE TECHNOLOGIES INC COM PCT	PCT	34,077,574	$276.4m29.26%	29.26%	Unchanged
3	IMPINJ INC COM PI	PI	775,943	$111.1m11.77%	11.77%	Reduced -356.2k	-356,209 -31.5%
4	ELASTIC N V ORD SHS ESTC	ESTC	526,465	$30.0m3.18%	3.18%	Reduced -883.3k	-883,328 -62.7%
5	PAYCOM SOFTWARE INC COM PAYC	PAYC	158,734	$19.9m2.11%	2.11%	Reduced -530.3k	-530,311 -77.0%
6	XOMETRY INC CLASS A COM XMTR	XMTR	173,126	$16.7m1.77%	1.77%	Reduced -362.5k	-362,498 -67.7%
7	LUXEXPERIENCE BV ADS LUXE	LUXE	1,730,378	$12.9m1.36%	1.36%	Reduced -712.7k	-712,675 -29.2%
8	8X8 INC NEW COM EGHT	EGHT	4,188,249	$7.2m0.76%	0.76%	Reduced -4.7m	-4,720,254 -53.0%
9	PATTERN GROUP INC COM SER A PTRN	PTRN	168,581	$4.2m0.45%	0.45%	Added +10.0k	+10,025 6.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SENTINELONE INC S	S	3,718,309	$47.9m3.7m shares
NU HLDGS LTD NU	NU	466,419	$6.7m466.4k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
AEVA TECHNOLOGIES INC 13D · filed 2026-07-06		29.3%		13D	2026-07-06
PURECYCLE TECHNOLOGIES INC PCT · 13D · filed 2026-06-12	PCT	19.3%≈ $283.6m	-0.1 pts	13D	2026-06-12

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-06-09	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	19,105	$2.4m19.1k shares	-2%
2026-06-08	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	45,528	$5.9m45.5k shares	-5%
2026-06-05	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	47,479	$5.9m47.5k shares	-5%
2026-06-04	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	33,412	$4.6m33.4k shares	-4%
2026-06-03	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	6,313	$878.6k6.3k shares	-1%
2026-06-02	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	38,724	$5.5m38.7k shares	-4%
2026-06-01	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	7,163	$1.0m7.2k shares	-1%
2026-05-29	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	48,504	$7.3m48.5k shares	-5%
2026-05-12	PURECYCLE TECHNOLOGIES INC Director · See Footnotes	PCT	Bought	16,622	—16.6k shares	+<1%
2026-05-11	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	36,832	$5.7m36.8k shares	-4%
2026-05-08	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	36,978	$5.6m37.0k shares	-3%
2026-05-08	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	25,896	$4.0m25.9k shares	-2%
2026-05-07	IMPINJ INC Director · See Footnote (1) (2)	PI	Sold	36,171	$5.5m36.2k shares	-3%