The Analysis of SYLEBRA CAPITAL LLC's Holdings & P&L

Currently, SYLEBRA CAPITAL LLC holds 12 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+16.2M shares, valued at $213.6M), PCT (+34.1M shares, valued at $176.9M), PI (+1.1M shares, valued at $116.3M); decreased their positions in EGHT (-14.7M shares, valued at $25.0M), EGHT (-1.0M shares, valued at $1.7M); initiated new positions in N/A (+16.2M shares, valued at $213.6M), PCT (+34.1M shares, valued at $176.9M), PI (+1.1M shares, valued at $116.3M).

1M P&L

-23.3M-3.02%

3M P&L

+48.2M+6.87%

HY P&L

-200.1M-21.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application636.0M

62.0%

2Pollution & Treatment Controls176.9M

17.3%

3Semiconductors116.3M

11.3%

Top Industries by Stock Count

1Software - Application5 stocks

45.5%

2Semiconductors1 stocks

9.1%

3Luxury Goods1 stocks

9.1%

Sponsored

LUXE LUXEXPERIENCE BV2.4M sharesnew addition2026-03-312026-05-18

EGHT 8X8 INC NEW8.9M shares-10.53%2026-03-312026-05-18

NU NU HLDGS LTD466.4K sharesnew addition2026-03-312026-05-18

PTRN PATTERN GROUP INC158.6K sharesnew addition2026-03-312026-05-18

EGHT

-43.09%

Shares19.4M

Event2026-06-30

Filed2026-07-06

AEVA TECHNOLOGIES INC

New

Shares16.2M

Event2026-03-31

Filed2026-05-18

PCT

PURECYCLE TECHNOLOGIES INC

New

Shares34.1M

Event2026-03-31

Filed2026-05-18

IMPINJ INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-18

PAYC

PAYCOM SOFTWARE INC

New

Shares689.0K

Event2026-03-31

Filed2026-05-18

ESTC

ELASTIC N V

New

Shares1.4M

Event2026-03-31

Filed2026-05-18

SENTINELONE INC

New

Shares3.7M

Event2026-03-31

Filed2026-05-18

XMTR

XOMETRY INC

New

Shares535.6K

Event2026-03-31

Filed2026-05-18

LUXE

LUXEXPERIENCE BV

New

Shares2.4M

Event2026-03-31

Filed2026-05-18

EGHT

8X8 INC NEW

-10.53%

Shares8.9M

Event2026-03-31

Filed2026-05-18

NU HLDGS LTD

New

Shares466.4K

Event2026-03-31

Filed2026-05-18

PTRN

PATTERN GROUP INC

New

Shares158.6K

Event2026-03-31

Filed2026-05-18

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

SYLEBRA CAPITAL LLC Institutional Holdings, Portfolio & P&L — TradeFomo