SYLEBRA CAPITAL LLC — 13F holdings

SYLEBRA CAPITAL LLC reported 9 holdings worth $945M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AEVA AEVA TECHNOLOGIES INC — $466M (49.3%)
2. PCT PURECYCLE TECHNOLOGIES INC — $276M (29.3%)
3. PI IMPINJ INC — $111M (11.8%)
4. ESTC ELASTIC N V — $30.0M (3.2%)
5. PAYC PAYCOM SOFTWARE INC — $19.9M (2.1%)
6. XMTR XOMETRY INC — $16.7M (1.8%)
7. LUXE LUXEXPERIENCE BV — $12.9M (1.4%)
8. EGHT 8X8 INC NEW — $7.16M (0.8%)
9. PTRN PATTERN GROUP INC — $4.25M (0.4%)