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Sylebra Capital’s Impinj PI Stock Holding History

Sylebra Capital’s Portfolio PI Stock Details PI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111M Sell
775,943
-356,209
-31% -$46.5M 11.77% 3
2026
Q1 		$116M Hold
1,132,152
– – 15.03% 3
2025
Q4 		$197M Sell
1,132,152
-697,108
-38% -$124M 17.08% 3
2025
Q3 		$331M Sell
1,829,260
-300,000
-14% -$47.3M 18.26% 2
2025
Q2 		$236M Hold
2,129,260
– – 9.63% 4
2025
Q1 		$193M Hold
2,129,260
– – 9.73% 4
2024
Q4 		$309M Sell
2,129,260
-1,068,092
-33% -$202M 11.59% 3
2024
Q3 		$692M Hold
3,197,352
– – 22.89% 1
2024
Q2 		$501M Sell
3,197,352
-1,000,000
-24% -$149M 18.59% 1
2024
Q1 		$539M Hold
4,197,352
– – 17.91% 1
2023
Q4 		$378M Buy
4,197,352
+248,786
+6% +$17.9M 14.32% 2
2023
Q3 		$217M Buy
+3,948,566
New +$268M 11.55% 4

Other funds holding PI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Sylebra Capital's PI Position: Q2 2026 in Review

Sylebra Capital reduced its Impinj (PI) stake by 31% in Q2 2026, selling an estimated $46.5M and leaving 775,943 shares worth $111M. The position accounts for 11.77% of the portfolio, ranked #3.

Sylebra Capital first reported a position in PI in Q3 2023 and has held it in 12 quarters since. The position peaked at $692M in Q3 2024. 316 funds tracked by Wall St. Rank hold PI as of Q2 2026.

  • Sylebra Capital held 775,943 shares of Impinj worth $111M as of Q2 2026.
  • Sylebra Capital sold 356,209 Impinj shares in Q2 2026, an estimated $46.5M.
  • Impinj made up 11.77% of Sylebra Capital's portfolio in Q2 2026, its #3 holding.
  • Sylebra Capital first reported a position in Impinj in Q3 2023 and has held it in 12 quarters since.
  • Sylebra Capital's Impinj position peaked at $692M in Q3 2024.
  • 316 funds tracked by Wall St. Rank held Impinj as of Q2 2026.

Based on Sylebra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.