SYLEBRA CAPITAL LLC

Q1 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$773,697
Net value change ($000)
-379,556 (-32.9%)
New positions
1
Sold out positions
1
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PTRN 1,971 NEW
Top Reduces (Value $000, Stocks/ETFs)
PCT -115,863 -39.6%
PI -80,734 -41.0%
PAYC -71,909 -46.2%
ESTC -51,433 -42.2%
GOOGL -16,482 -100.0%
S -16,192 -25.3%
NU -11,866 -63.9%
EGHT -7,864 -34.7%
LUXE -4,848 -19.9%
XMTR -2,388 -9.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type