Sylebra Capital Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Xometry
XMTR
|
+$6.78M |
| 2 |
PTRN
Pattern Group Inc
PTRN
|
+$1.95M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Paycom
PAYC
|
+$38.5M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$16.5M |
| 3 |
Elastic
ESTC
|
+$12.7M |
| 4 |
Nu Holdings
NU
|
+$10.4M |
| 5 |
SentinelOne
S
|
+$7.69M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 70.92% |
| 2 | Industrials | 25.69% |
| 3 | Consumer Discretionary | 2.53% |
| 4 | Financials | 0.87% |
| 5 | Communication Services | 0% |
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Sylebra Capital's Q1 2026 Portfolio in Review
As of Q1 2026, Sylebra Capital held 12 positions worth $774M, down 33% from $1.15B the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Sylebra Capital withdrew a net $86.4M in Q1 2026, closing 1 position and reducing 6 holdings. Its most notable exit was Alphabet (Google) Class A, an estimated $16.5M position sold in full.
By sector, the portfolio is most concentrated in Technology at 71% of assets, up from 67% a quarter earlier, followed by Industrials and Consumer Discretionary.
Against the trend, Sylebra Capital opened a new position in Pattern Group Inc worth $1.97M.
- Sylebra Capital's largest Q1 2026 buy was Pattern Group Inc: 158,556 shares worth $1.97M.
- Sylebra Capital added most to Xometry in Q1 2026, an estimated $6.78M increase.
- Sylebra Capital's biggest Q1 2026 reduction was Paycom, cutting an estimated $38.5M.
- Sylebra Capital fully exited Alphabet (Google) Class A in Q1 2026, selling an estimated $16.5M.
- Sylebra Capital's ten largest holdings make up 100% of its $774M portfolio in Q1 2026.
- Sylebra Capital opened 1 new position and closed 1 in Q1 2026.
- Sylebra Capital's portfolio value fell 33% quarter-over-quarter to $774M.
Based on Sylebra Capital's 13F filing for Q1 2026, filed 18 May 2026.