SYLEBRA CAPITAL LLC Long-Term Concentrated

Location: Palo Alto, CA

CIK: 0002003074 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $945M (100.0% shares, 0.0% debt)

Holdings (9)

Increased Positions (1)

PTRN PATTERN GROUP INC 0.4%

Value $4.247M (+115.5%) Shares 168,581 (+6.3%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PTRN	PATTERN GROUP INC	168,581 (+6.3%)	$4.247M (+115.5%)	0.4%	—	—	COM SER A	70339W104

Exited Positions (2)

S SENTINELONE INC 5.1%

Value $47.89M Shares 3,718,309 Est. Cost — Unrealized —

NU NU HLDGS LTD 0.7%

Value $6.702M Shares 466,419 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
S	SENTINELONE INC	3,718,309	$47.89M	5.1%	—	—	—	81730H109
NU	NU HLDGS LTD	466,419	$6.702M	0.7%	—	—	—	G6683N103

Decreased Positions (6)

PAYC PAYCOM SOFTWARE INC 2.1%

Value $19.95M (-76.2%) Shares 158,734 (-77.0%) Est. Cost — Unrealized —

ESTC ELASTIC N V 3.2%

Value $30.02M (-57.4%) Shares 526,465 (-62.7%) Est. Cost — Unrealized —

EGHT 8X8 INC NEW 0.8%

Value $7.162M (-51.6%) Shares 4,188,249 (-53.0%) Est. Cost — Unrealized —

LUXE LUXEXPERIENCE BV 1.4%

Value $12.86M (-34.2%) Shares 1,730,378 (-29.2%) Est. Cost — Unrealized —

XMTR XOMETRY INC 1.8%

Value $16.71M (-23.6%) Shares 173,126 (-67.7%) Est. Cost — Unrealized —

PI IMPINJ INC 11.8%

Value $111M (-4.4%) Shares 775,943 (-31.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PAYC	PAYCOM SOFTWARE INC	158,734 (-77.0%)	$19.95M (-76.2%)	2.1%	—	—	COM	70432V102
ESTC	ELASTIC N V	526,465 (-62.7%)	$30.02M (-57.4%)	3.2%	—	—	ORD SHS	N14506104
EGHT	8X8 INC NEW	4,188,249 (-53.0%)	$7.162M (-51.6%)	0.8%	—	—	COM	282914100
LUXE	LUXEXPERIENCE BV	1,730,378 (-29.2%)	$12.86M (-34.2%)	1.4%	—	—	SPONSORED ADS	55406W103
XMTR	XOMETRY INC	173,126 (-67.7%)	$16.71M (-23.6%)	1.8%	—	—	CLASS A COM	98423F109
PI	IMPINJ INC	775,943 (-31.5%)	$111M (-4.4%)	11.8%	—	—	COM	453204109

Unchanged Positions (2)

AEVA AEVA TECHNOLOGIES INC 49.3%

Value $466M Shares 16,228,553 Est. Cost — Unrealized —

PCT PURECYCLE TECHNOLOGIES INC 29.3%

Value $276M Shares 34,077,574 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AEVA	AEVA TECHNOLOGIES INC	16,228,553	$466M	49.3%	—	—	COM NEW	00835Q202
PCT	PURECYCLE TECHNOLOGIES INC	34,077,574	$276M	29.3%	—	—	COM	74623V103