Sylebra Capital LLC holds a concentrated book of 9 reported positions worth $944.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Impinj Inc. Their largest long position is Aeva Technologies Inc at 49% of the reported non-option book. Cloning the disclosed picks since 2023 would be +2% (+0.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +20.6%, a 18.4-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 each quarter's actual reporting lag, ~45 days for the latest filing, with 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
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Sylebra Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Peregrine Investment Management Inc | 2 / 9 | $23.3M |
| G2 Investment Partners Management LLC | 2 / 9 | $40.2M |
| Brown Capital Management LLC | 2 / 9 | $31.8M |
| Shay Capital LLC | 2 / 9 | $38.0M |
| Lisanti Capital Growth, LLC | 2 / 9 | $10.5M |
| AlphaCentric Advisors LLC | 2 / 9 | $2.4M |
| Nano Cap New Millennium Growth Fund L P | 2 / 9 | $2.6M |
| Scientech Research LLC | 3 / 9 | $2.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Sylebra Capital LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 | $466.1M | 16.23M | 49.3% | —Held | |
| 2 | Purecycle Technologies Inc COM | $276.4M | 34.08M | 29.3% | —Held | |
| 3 | Impinj Inc COM | $111.1M | 775.9K | 11.8% | ▼−31% Reduced · −356K sh | |
| 4 | Elastic N V ORD SHS | $30.0M | 526.5K | 3.2% | ▼−63% Reduced · −883K sh | |
| 5 | Paycom Software Inc COM | $19.9M | 158.7K | 2.1% | ▼−77% Reduced · −530K sh | |
| 6 | Xometry Inc CLASS A COM | $16.7M | 173.1K | 1.8% | ▼−68% Reduced · −362K sh | |
| 7 | Luxexperience BV SPONSORED ADS | $12.9M | 1.73M | 1.4% | ▼−29% Reduced · −713K sh | |
| 8 | 8X8 Inc New COM | $7.2M | 4.19M | 0.8% | ▼−53% Reduced · −4.7M sh | |
| 9 | Pattern Group Inc COM SER A | $4.2M | 168.6K | 0.4% | ▲+6.3% Added · +10K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 9 | $944.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 48d | 11 | $773.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 49d | 11 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 11 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 46d | 17 | $2.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 46d | 24 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 3, 2025 | 62d | 26 | $2.7B | 13F-HR/A |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 46d | 28 | $3.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 46d | 30 | $2.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 46d | 29 | $3.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 46d | 24 | $2.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Dec 8, 2023 | 69d | 20 | $1.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.