SYLEBRA CAPITAL LLC 13F: Quarter-over-Quarter Portfolio Changes
SYLEBRA CAPITAL LLC reported a disclosed portfolio value of approximately $773.7 million in its latest SEC Form 13F-HR filing for Q1 2026, down 32.9% quarter on quarter. Over the quarter, the fund initiated 1 new position, bought more shares in 1 holding, trimmed 6 holdings, and exited 1 position.
SYLEBRA CAPITAL LLC's top buy was Xometry INC (XMTR) . The fund bought 31.3% more shares, lifting the position's portfolio weight by 0.7 percentage points. Its top sell was Alphabet Cl a (GOOGL) . The fund exited the position completely after it had accounted for 1.4% of the previous portfolio.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| PATTERN GROUP INC | PTRN | 0.3% | Holders → |
Top BuysQ1 2026
The fund's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| XOMETRY INC | XMTR | +0.7% | +31.3% | History → |
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| NU HOLDINGS LTD | NU | -0.7% | 58.0% | History → |
| PAYCOM SOFTWARE INC | PAYC | -2.7% | 29.5% | History → |
| 8X8 INC NEW | EGHT | -0.1% | 22.5% | History → |
| LUXEXPERIENCE BV | LUXE | 0.4% | 16.4% | History → |
| SENTINELONE INC | S | 0.6% | 13.0% | History → |
| ELASTIC N V | ESTC | -1.5% | 12.8% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| ALPHABET CL A | GOOGL | 1.4% |
Net Portfolio Value ChangeQ1 2026
- $1.2BPrior quarter
- $0.8BCurrent quarter
- $-0.4BNet delta
- -32.9%% change
Methodology & FAQ
How SYLEBRA CAPITAL LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for SYLEBRA CAPITAL LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did SYLEBRA CAPITAL LLC buy in Q1 2026?
In Q1 2026, SYLEBRA CAPITAL LLC initiated 1 new position (PATTERN GROUP INC (PTRN)); bought more shares of XOMETRY INC (XMTR).
What stocks did SYLEBRA CAPITAL LLC sell in Q1 2026?
In Q1 2026, SYLEBRA CAPITAL LLC fully sold 1 position (ALPHABET CL A (GOOGL)); reduced holdings in NU HOLDINGS LTD (NU), PAYCOM SOFTWARE INC (PAYC), 8X8 INC NEW (EGHT), LUXEXPERIENCE BV (LUXE), SENTINELONE INC (S) — the largest 5 of 6 reductions.
Which positions did SYLEBRA CAPITAL LLC initiate in Q1 2026?
SYLEBRA CAPITAL LLC established 1 new position in Q1 2026: PATTERN GROUP INC (PTRN, 0.3%).
Which existing positions saw the largest allocation increases for SYLEBRA CAPITAL LLC in Q1 2026?
Of 1 existing position with share-count increases in Q1 2026, the largest were: XOMETRY INC (XMTR, +0.7% weight, +31.3% shares).
Which positions did SYLEBRA CAPITAL LLC fully exit in Q1 2026?
SYLEBRA CAPITAL LLC fully exited 1 position in Q1 2026: ALPHABET CL A (GOOGL, last-reported weight 1.4%).
Which existing positions saw the largest allocation reductions for SYLEBRA CAPITAL LLC in Q1 2026?
Of 6 existing positions with share-count reductions in Q1 2026, the largest were: NU HOLDINGS LTD (NU, -0.7% weight, -58.0% shares), PAYCOM SOFTWARE INC (PAYC, -2.7% weight, -29.5% shares), 8X8 INC NEW (EGHT, -0.1% weight, -22.5% shares), LUXEXPERIENCE BV (LUXE, 0.4% weight, -16.4% shares), SENTINELONE INC (S, 0.6% weight, -13.0% shares), ELASTIC N V (ESTC, -1.5% weight, -12.8% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.