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Sylebra Capital Portfolio holdings

AUM $945M
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
+82.77%
1 Year Est. Return
+22.34%
3 Year Est. Return
+362.38%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$945M
AUM Growth
+$171M
Cap. Flow
-$259M
Cap. Flow %
-27.37%
Top 10 Hldgs %
100%
Holding
11
New
–
Increased
1
Reduced
6
Closed
2

Top Buys

Rank Stock Value
1
PTRN
Pattern Group Inc
PTRN
+$170K

Top Sells

Rank Stock Value
1
PAYC icon
Paycom
PAYC
+$69.2M
2
S icon
SentinelOne
S
+$47.9M
3
ESTC icon
Elastic
ESTC
+$47.4M
4
PI icon
Impinj
PI
+$46.5M
5
XMTR icon
Xometry
XMTR
+$25.9M

Sector Composition

Rank Sector Weight
1 Technology 67.16%
2 Industrials 31.03%
3 Consumer Discretionary 1.81%
4 Financials 0%

No holdings matched the selected filter criteria.

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Sylebra Capital's Q2 2026 Portfolio in Review

As of Q2 2026, Sylebra Capital held 11 positions worth $945M, up 22% from $774M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Sylebra Capital withdrew a net $259M in Q2 2026, closing 2 positions and reducing 6 holdings. Its most notable exit was SentinelOne, an estimated $47.9M position sold in full.

By sector, the portfolio is most concentrated in Technology at 67% of assets, down from 71% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Sylebra Capital added an estimated $170K to Pattern Group Inc.

  • Sylebra Capital added most to Pattern Group Inc in Q2 2026, an estimated $170K increase.
  • Sylebra Capital's biggest Q2 2026 reduction was Paycom, cutting an estimated $69.2M.
  • Sylebra Capital fully exited SentinelOne in Q2 2026, selling an estimated $47.9M.
  • Sylebra Capital's ten largest holdings make up 100% of its $945M portfolio in Q2 2026.
  • Sylebra Capital opened 0 new positions and closed 2 in Q2 2026.
  • Sylebra Capital's portfolio value rose 22% quarter-over-quarter to $945M.

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