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Livermore
Livermore
ZHEN

Sylebra Capital LLC

SEC CIK
0002003074
Latest filing
Aug 14, 2026

The latest 13F from Sylebra Capital LLC covers Q2 2026 (filed Aug 14, 2026): 9 long positions worth $944.5M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Aeva Technologies, Inc. (AEVA) at 49.3%. Livermore has 13 filings on Form 13F from this institution, going back to Q3 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
1
Est. +$252.5K
Reduced
6
Est. −$216.4M
Sold out
2
Est. −$54.6M

Top 5 holdings

Share of this quarter's portfolio value

  1. AEVAAeva Technologies, Inc.
    49.3%$466.1MHistory
  2. PCTPureCycle Technologies, Inc.
    29.3%$276.4MHistory
  3. PIImpinj Inc
    11.8%$111.1MHistory
  4. ESTCElastic N.V.
    3.2%$30.0MHistory
  5. PAYCPaycom Software, Inc.
    2.1%$19.9MHistory

Share of portfolio

Top 5 holdings and the other 4 positions, by share of portfolio value

  1. AEVA49.3%
  2. PCT29.3%
  3. PI11.8%
  4. ESTC3.2%
  5. PAYC2.1%
  6. Other 4 positions4.3%

Biggest buys

New and added positions, by estimated amount bought

  1. PTRNPattern Group Inc.
    +$252.5KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PTRNPattern Group Inc.
    +0.19 pp0.3% → 0.4%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. PAYCPaycom Software, Inc.
    −$66.6MReducedHistory
  2. PIImpinj Inc
    −$51.0MReducedHistory
  3. ESTCElastic N.V.
    −$50.4MReducedHistory
  4. SSentinelOne, Inc.
    −$47.9MSold outHistory
  5. XMTRXometry, Inc.
    −$35.0MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. PAYCPaycom Software, Inc.
    −8.71 pp10.8% → 2.1%History
  2. SSentinelOne, Inc.
    −6.19 pp6.2% → 0.0%History
  3. ESTCElastic N.V.
    −5.93 pp9.1% → 3.2%History
  4. PIImpinj Inc
    −3.26 pp15.0% → 11.8%History
  5. LUXELuxExperience B.V.
    −1.16 pp2.5% → 1.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$944.5M
+$170.8M (+22.1%) vs. prior quarter
Positions
9
−2 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
<0.1%
Q2 2026, one quarter
Average holding period
10.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2023), so positions held before then are understated.

13F filings by quarter

12 quarters, going back to Q3 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $3.02B (Q3 2024)

Q3 2023: $1.88BQ4 2023: $2.64BQ1 2024: $3.01BQ2 2024: $2.70BQ3 2024: $3.02BQ4 2024: $2.67BQ1 2025: $1.98BQ2 2025: $2.45BQ3 2025: $1.81BQ4 2025: $1.15BQ1 2026: $773.7MQ2 2026: $944.5M
Q3 2023Q2 2026
13F filings of Sylebra Capital LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20269$944.5MAEVAPCTPIvs. Q1 2026SEC
Q1 2026May 18, 202611$773.7MAEVAPCTPIvs. Q4 2025SEC
Q4 2025Feb 18, 202611$1.15BPCTAEVAPIvs. Q3 2025SEC
Q3 2025Nov 14, 202511$1.81BPCTPIPAYCvs. Q2 2025SEC
Q2 2025Aug 15, 202517$2.45BAEVAPCTPAYCvs. Q1 2025SEC
Q1 2025May 16, 202524$1.98BPAYCPCTESTCvs. Q4 2024SEC
Q4 2024Mar 3, 2025Amended26$2.67BPAYCPCTPIvs. Q3 2024SEC
Q3 2024Nov 15, 202428$3.02BPIPAYCPCTvs. Q2 2024SEC
Q2 2024Aug 15, 202430$2.70BPIESTCPAYCvs. Q1 2024SEC
Q1 2024May 16, 202429$3.01BPIESTCRNGvs. Q4 2023SEC
Q4 2023Feb 15, 202424$2.64BESTCPIRNGvs. Q3 2023SEC
Q3 2023Dec 8, 202320$1.88BESTCRNGAMD–SEC

13D and 13G filings

Companies where Sylebra Capital LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where Sylebra Capital LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
AEVAAeva Technologies, Inc.13D/A29.30%19.4M shares–Jul 6, 20261 filingJul 6, 2026SEC
PCTPureCycle Technologies, Inc.13D/A19.34%35.0M shares−0.12 ppfrom 19.46%Sep 17, 20243 filingsJun 12, 2026SEC

Latest filings

21 filings on file made by Sylebra Capital LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Sylebra Capital LLC
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
AEVAAeva Technologies, Inc.Jul 6, 20265:42 PM ETSylebra Capital LLCand 3 others13D/A29.30%19.4M shares–Jun 30, 2026SEC
PCTPureCycle Technologies, Inc.Jun 12, 20265:21 PM ETSylebra Capital LLCand 3 others13D/A19.34%35.0M shares−0.12 ppfrom 19.46%Jun 10, 2026SEC
EGHT8X8 IncApr 16, 20269:51 PM ETSylebra Capital LLCand 3 others13D/A4.85%6.76M shares−1.16 ppfrom 6.01%Below 5%Apr 16, 2026SEC
EGHT8X8 IncApr 8, 20265:13 PM ETSylebra Capital LLCand 3 others13D/A6.01%8.37M shares−1.14 ppfrom 7.15%Apr 6, 2026SEC
EGHT8X8 IncFeb 17, 20264:37 PM ETSylebra Capital LLCand 3 others13D/A7.15%9.96M shares−1.11 ppfrom 8.26%Feb 12, 2026SEC
EGHT8X8 IncJan 6, 20265:10 PM ETSylebra Capital LLCand 3 others13D/A8.26%11.5M shares−1.70 ppfrom 9.96%Jan 2, 2025SEC
PIImpinj IncDec 17, 20255:02 PM ETSylebra Capital LLCand 3 others13D/A3.76%1.13M shares−1.24 ppfrom 5.00%Below 5%Dec 15, 2025SEC
PIImpinj IncDec 5, 20255:06 PM ETSylebra Capital LLCand 3 others13D/A5.00%1.50M shares−1.29 ppfrom 6.29%Dec 3, 2025SEC
EGHT8X8 IncOct 16, 20254:45 PM ETSylebra Capital LLCand 3 others13D9.96%13.6M sharesNewOct 14, 2025SEC
PIImpinj IncSep 12, 20254:03 PM ETSylebra Capital LLCand 3 others13D/A6.29%1.83M shares–Sep 10, 2025SEC
RNGRingCentral, Inc.Jul 29, 20255:26 PM ETSylebra Capital Ltdand 3 others13D/A4.88%3.91M shares–Below 5%Jul 25, 2025SEC
PCTPureCycle Technologies, Inc.Jun 24, 20254:18 PM ETSylebra Capital LLCand 3 others13D/A19.46%34.9M shares–Jun 20, 2025SEC
NOVASunnova Energy International Inc.May 15, 202511:39 AM ETSylebra Capital LLCand 3 others13G/A4.89%6.12M shares–Below 5%Mar 15, 2025SEC
AEVAAeva Technologies, Inc.Apr 3, 202512:26 PM ETSylebra Capital Ltdand 3 others13D/A29.60%16.2M shares–Mar 31, 2025SEC
NOVASunnova Energy International Inc.Nov 14, 2024Sylebra Capital LLC13GOld format–New–SEC
PIImpinj IncNov 12, 2024Sylebra Capital LLC13D/AOld format–––SEC
PIImpinj IncNov 8, 2024Sylebra Capital LLC13D/AOld format–––SEC
PIImpinj IncNov 6, 2024Sylebra Capital LLC13D/AOld format–––SEC
PCTPureCycle Technologies, Inc.Sep 17, 2024Sylebra Capital LLC13D/AOld format–––SEC
PIImpinj IncJun 10, 2024Sylebra Capital LLC13DOld format–New–SEC