Holders — by stockHoldings — by fund
SYLEBRA CAPITAL LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002003074
$944.5M
disclosed book value
9
positions
49.3%
largest position share
Positions, as of 2026-06-30
top 9 of 9 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AEVAAEVA TECHNOLOGIES INC | 16.2M | $466.1M | 49.3% |
| 2 | PCTPURECYCLE TECHNOLOGIES INC | 34.1M | $276.4M | 29.3% |
| 3 | PIIMPINJ INC | 775,943 | $111.1M | 11.8% |
| 4 | ELASTIC N V | 526,465 | $30.0M | 3.2% |
| 5 | PAYCPAYCOM SOFTWARE INC | 158,734 | $19.9M | 2.1% |
| 6 | XMTRXOMETRY INC | 173,126 | $16.7M | 1.8% |
| 7 | LUXELUXEXPERIENCE BV | 1.7M | $12.9M | 1.4% |
| 8 | EGHT8X8 INC NEW | 4.2M | $7.2M | 0.8% |
| 9 | PTRNPATTERN GROUP INC | 168,581 | $4.2M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.