Sylebra Capital LLC holds a concentrated book of 11 stocks worth $773.7M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened Pattern Group Inc-CL A and trimmed Paycom Software Inc. Their largest long position is Aeva Technologies Inc at 28% of the equity book. Cloning the disclosed picks since 2023 would be +9% (+3.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2003074/holdings"
Use Arkolith to show SYLEBRA CAPITAL LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +12.2%, a 3.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Sylebra Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sylebra Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| STATE STREET CORP | 12 / 11 | $67.0B |
| MORGAN STANLEY | 12 / 11 | $37.1B |
| BANK OF AMERICA CORP /DE/ | 12 / 11 | $20.6B |
| WELLS FARGO & COMPANY/MN | 12 / 11 | $8.0B |
| UBS Group AG | 12 / 11 | $7.3B |
| CITIGROUP INC | 12 / 11 | $3.1B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 / 11 | $1.0B |
| MILLENNIUM MANAGEMENT LLC | 12 / 11 | $815.1M |
Ranked by how many of Sylebra Capital LLC's top 11 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Aeva Technologies Inc COM NEW | $213.6M | 16.23M | 27.6% | —Held | |
| 2 | Purecycle Technologies Inc COM | $176.9M | 34.08M | 22.9% | —Held | |
| 3 | Impinj Inc COM | $116.3M | 1.13M | 15.0% | —Held | |
| 4 | Paycom Software Inc COM | $83.7M | 689.0K | 10.8% | ▼−29% Reduced · −288K sh | |
| 5 | Elastic N V ORD SHS | $70.5M | 1.41M | 9.1% | ▼−13% Reduced · −206K sh | |
| 6 | Sentinelone Inc CL A | $47.9M | 3.72M | 6.2% | ▼−13% Reduced · −554K sh | |
| 7 | Xometry Inc CLASS A COM | $21.9M | 535.6K | 2.8% | ▲+31% Added · +128K sh | |
| 8 | Luxexperience BV SPONSORED ADS | $19.5M | 2.44M | 2.5% | ▼−16% Reduced · −478K sh | |
| 9 | 8X8 Inc New COM | $14.8M | 8.91M | 1.9% | ▼−23% Reduced · −2.6M sh | |
| 10 | Nu Hldgs Ltd ORD SHS CL A | $6.7M | 466.4K | 0.9% | ▼−58% Reduced · −643K sh | |
| 11 | Pattern Group Inc COM SER A | $2.0M | 158.6K | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 11 | $773.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 11 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 11 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 17 | $2.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 24 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 3, 2025 | 26 | $2.7B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 28 | $3.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 30 | $2.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 29 | $3.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 24 | $2.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Dec 8, 2023 | 20 | $1.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.