1y return−10.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2023: $131 against $175 in the S&P 500.2
Sylebra Capital LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AEVAAeva Technologies Inc | $466.1M | 49.3% | |
| PCTPurecycle Technologies Inc | $276.4M | 29.3% | |
| PIImpinj Inc | $111.1M | 11.8% | −31.5% |
| Elastic N VCUSIP N14506104 | $30.0M | 3.2% | −62.7% |
| PAYCPaycom Software Inc | $19.9M | 2.1% | −77.0% |
| XMTRXometry Inc | $16.7M | 1.8% | −67.7% |
| LUXELuxexperience Bv | $12.9M | 1.4% | −29.2% |
| EGHT8x8 Inc New | $7.2M | 0.8% | −53.0% |
| PTRNPattern Group Inc | $4.2M | 0.4% | +6.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XMTRXometry Inc | December 31, 2023 | +168.8% | $16.7M |
| PIImpinj Inc | September 30, 2023 | +160.3% | $111.1M |
| LUXELuxexperience Bv | September 30, 2023 | +118.5% | $12.9M |
| PTRNPattern Group Inc | March 31, 2026 | +102.7% | $4.2M |
| PCTPurecycle Technologies Inc | September 30, 2023 | +44.6% | $276.4M |
| Elastic N VCUSIP N14506104 | September 30, 2023 | −29.8% | $30.0M |
| EGHT8x8 Inc New | September 30, 2023 | −32.1% | $7.2M |
| PAYCPaycom Software Inc | March 31, 2024 | −36.8% | $19.9M |
Sold off last quarter
- SSentinelone Inc was $47.9M
- Nu Hldgs LtdCUSIP G6683N103 was $6.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +59.0% | +14.8% |
| March 31, 2026 | −26.2% | −4.6% |
| December 31, 2025 | −16.0% | +2.4% |
| September 30, 2025 | −9.2% | +7.8% |
| June 30, 2025 | +21.4% | +10.5% |
| March 31, 2025 | −15.6% | −4.6% |
| December 31, 2024 | −3.9% | +2.1% |
| September 30, 2024 | +11.2% | +5.4% |
| June 30, 2024 | −3.9% | +4.0% |
| March 31, 2024 | +5.3% | +10.0% |
| December 31, 2023 | +32.0% | +11.2% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sylebra Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2003074&type=13F-HR&dateb=&owner=include&count=40CIK 2003074
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2003074/000200307426000017/Filed August 14, 2026 · accession 0002003074-26-000017