SYLEBRA CAPITAL LLC

CIK 0002003074 · Q2 2026

13F Equity AUM

$944.5M

+22.1% QoQ

Positions

-2 QoQ

AUM Rank

#2,519

Top 29%

Skill Alpha (FF)

-27.1%/yr^ns

No Clear Edge

Rank #8,284 · Top 100%

vs S&P -4.8%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 95.7%Top 10: 100.0%Top 20: 100.0%

AEVA49.4%

PCT29.3%

PI11.8%

ESTC3.2%

PAYC2.1%

XMTR1.8%

LUXE1.4%

EGHT0.8%

PTRN0.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Consumer Cyclical50.7%

Industrials31.0%

Technology18.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 9Median: 2.11%Avg: 11.11%

0–0.5%

1(0.5%)

0.5–1%

1(0.8%)

1–3%

3(5.2%)

3–5%

1(3.2%)

5%+

3(90.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 9vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased1Decreased6Exited2

Increased

PTRN0.5%

+10K(+6%)

Decreased

EGHT0.8%

-4,720,254(-53%)

ESTC3.2%

-883,328(-63%)

LUXE1.4%

-712,675(-29%)

PAYC2.1%

-530,311(-77%)

XMTR1.8%

-362,498(-68%)

PI11.8%

-356,209(-31%)

Exited

-3,718,309

-466,419

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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