🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Sylebra Capital LLC 13F Filings, Portfolio & Analysis

CIK: 0002003074
Palo Alto 3000 El Camino Real Building 5 Suite 450
Zip Code: 94306
Latest Portfolio Value
$944.54 M
+22.08%
Total Holdings
9
-2
Latest Report Date
Q2 2026
Top 10 Concentration
100.00%

Sylebra Capital LLC — Portfolio Overview & Company Profile

Sylebra Capital LLC (CIK: 0002003074) is a financial institution headquartered at 3000 El Camino Real Building 5 Suite 450, , Palo Alto, California 94306. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $944.54 M, comprising 9 distinct securities. Over its filing history, it has submitted 13 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 100.0%. Quarterly turnover: 0.0%. ▲ 0 new, +1 added, −5 reduced, ×2 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026

Top Sells

Q2 2026
−$66.65 M
−$51.02 M
−$50.37 M
−$47.89 M
−$34.99 M

Asset Allocation

Stocks/ETFs
+23.54%
$931.68 M 98.64%
Options
$0 0.00%
Debt
$0 0.00%
Other
-34.22%
$12.86 M 1.36%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
16.23 M $466.08 M 49.35%
34.08 M $276.37 M 29.26%
775,943 $111.14 M 11.77% ▼ 356,209 Reduce -31.5%
526,465 $30.02 M 3.18% ▼ 883,328 Reduce -62.7%
158,734 $19.95 M 2.11% ▼ 530,311 Reduce -77.0%
173,126 $16.71 M 1.77% ▼ 362,498 Reduce -67.7%
4.19 M $7.16 M 0.76% ▼ 4,720,254 Reduce -53.0%
168,581 $4.25 M 0.45% ▲ 10,025 Add 6.3%

Historical Portfolio Charts