SYLEBRA CAPITAL LLC Long-Term Concentrated

Location: Palo Alto, CA

CIK: 0002003074 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 18, 2026

Total Value: $774M (100.0% shares, 0.0% debt)

Holdings (11)

New Positions (1)

PTRN PATTERN GROUP INC 0.3%

Value $1.971M Shares 158,556 Est. Cost $12.73 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PTRN	PATTERN GROUP INC	158,556	$1.971M	0.3%	$12.73	0.0%	COM SER A	70339W104

Increased Positions (1)

XMTR XOMETRY INC 2.8%

Value $21.87M (-9.8%) Shares 535,624 (+31.3%) Est. Cost $30.43 Unrealized +99.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XMTR	XOMETRY INC	535,624 (+31.3%)	$21.87M (-9.8%)	2.8%	$30.43	+99.2%	CLASS A COM	98423F109

Exited Positions (1)

GOOGL ALPHABET INC 2.1%

Value $16.48M Shares 52,658 Est. Cost $285.60 Unrealized +13.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	52,658	$16.48M	2.1%	$285.60	+13.2%	—	02079K305

Decreased Positions (6)

PAYC PAYCOM SOFTWARE INC 10.8%

Value $83.75M (-46.2%) Shares 689,045 (-29.5%) Est. Cost $181.77 Unrealized -24.1%

ESTC ELASTIC N V 9.1%

Value $70.48M (-42.2%) Shares 1,409,793 (-12.8%) Est. Cost $68.72 Unrealized -2.6%

S SENTINELONE INC 6.2%

Value $47.89M (-25.3%) Shares 3,718,309 (-13.0%) Est. Cost $19.91 Unrealized -29.9%

NU NU HLDGS LTD 0.9%

Value $6.702M (-63.9%) Shares 466,419 (-58.0%) Est. Cost $9.44 Unrealized +83.6%

EGHT 8X8 INC NEW 1.9%

Value $14.79M (-34.7%) Shares 8,908,503 (-22.5%) Est. Cost $3.55 Unrealized -42.1%

LUXE LUXEXPERIENCE BV 2.5%

Value $19.54M (-19.9%) Shares 2,443,053 (-16.4%) Est. Cost $3.44 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PAYC	PAYCOM SOFTWARE INC	689,045 (-29.5%)	$83.75M (-46.2%)	10.8%	$181.77	-24.1%	COM	70432V102
ESTC	ELASTIC N V	1,409,793 (-12.8%)	$70.48M (-42.2%)	9.1%	$68.72	-2.6%	ORD SHS	N14506104
S	SENTINELONE INC	3,718,309 (-13.0%)	$47.89M (-25.3%)	6.2%	$19.91	-29.9%	CL A	81730H109
NU	NU HLDGS LTD	466,419 (-58.0%)	$6.702M (-63.9%)	0.9%	$9.44	+83.6%	ORD SHS CL A	G6683N103
EGHT	8X8 INC NEW	8,908,503 (-22.5%)	$14.79M (-34.7%)	1.9%	$3.55	-42.1%	COM	282914100
LUXE	LUXEXPERIENCE BV	2,443,053 (-16.4%)	$19.54M (-19.9%)	2.5%	$3.44	—	SPONSORED ADS	55406W103

Unchanged Positions (3)

PCT PURECYCLE TECHNOLOGIES INC 22.9%

Value $177M Shares 34,077,574 Est. Cost $9.03 Unrealized +9.7%

PI IMPINJ INC 15.0%

Value $116M Shares 1,132,152 Est. Cost $68.10 Unrealized +123.2%

AEVA AEVA TECHNOLOGIES INC 27.6%

Value $214M Shares 16,228,553 Est. Cost $4.58 Unrealized +228.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PCT	PURECYCLE TECHNOLOGIES INC	34,077,574	$177M	22.9%	$9.03	+9.7%	COM	74623V103
PI	IMPINJ INC	1,132,152	$116M	15.0%	$68.10	+123.2%	COM	453204109
AEVA	AEVA TECHNOLOGIES INC	16,228,553	$214M	27.6%	$4.58	+228.0%	COM NEW	00835Q202