SYLEBRA CAPITAL LLC

Q2 2026 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$944,535
Net value change ($000)
+170,838 (22.1%)
New positions
0
Sold out positions
2
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AEVA 252,516 118.2%
PCT 99,506 56.3%
PTRN 2,276 115.5%
Top Reduces (Value $000, Stocks/ETFs)
PAYC -63,797 -76.2%
S -47,892 -100.0%
ESTC -40,457 -57.4%
EGHT -7,626 -51.6%
NU -6,702 -100.0%
LUXE -6,687 -34.2%
XMTR -5,165 -23.6%
PI -5,134 -4.4%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type