Sylebra Capital LLC filed Q1 2026 13F: AEVA leads a $773.7M portfolio

Filed: 2026-05-18 · Report date: 2026-03-31 · Form: 13F-HR

Source: SEC EDGAR filing

Portfolio overview

Portfolio value: $773.7M
Holdings: 11
Previous quarter: 2025-12-31

Top 5 holdings

AEVA — $213.6M (27.6%)
PCT — $176.9M (22.9%)
PI — $116.3M (15.0%)
PAYC — $83.7M (10.8%)
ESTC — $70.5M (9.1%)

New positions

PTRN — $2M (0.25%)

Exits

GOOGL — last seen at $16.5M

Biggest trims

PCT — -$115.9M (now $176.9M)
PI — -$80.7M (now $116.3M)
PAYC — -$71.9M (now $83.7M)

Methodology note

13F filings are public quarterly disclosures with up to a 45-day lag from quarter-end. Numbers here reflect the manager's disclosed long US equity positions only; they are not a real-time portfolio, do not include derivatives or short positions, and are not actual fund NAV. Not investment advice.

Full case file: https://worldsmartmoney.com/manager/sylebra

This article: https://worldsmartmoney.com/news/sylebra-2026-03-31-000007

English thread

Tweet 1/5 · 158 chars

Sylebra Capital LLC filed Q1 2026 13F.

Portfolio: $773.7M (11 holdings)
Top: AEVA $213.6M (27.6%)

https://worldsmartmoney.com/news/sylebra-2026-03-31-000007

Tweet 2/5 · 130 chars

Top 5 holdings:

1. AEVA $213.6M (27.6%)
2. PCT $176.9M (22.9%)
3. PI $116.3M (15.0%)
4. PAYC $83.7M (10.8%)
5. ESTC $70.5M (9.1%)

Tweet 3/5 · 64 chars

Position changes from 2025-12-31:

🆕 New: PTRN
🚪 Exited: GOOGL

Tweet 4/5 · 60 chars

📉 Biggest trims:
  PCT -$115.9M
  PI -$80.7M
  PAYC -$71.9M

Tweet 5/5 · 238 chars

Source: SEC 13F (≤45-day disclosure lag, not real-time, not fund NAV).

SEC: https://www.sec.gov/Archives/edgar/data/2003074/000200307426000007/0002003074-26-000007-index.htm
WSM: https://worldsmartmoney.com/news/sylebra-2026-03-31-000007

Chinese thread

Tweet 1/5 · 139 chars

Sylebra Capital LLC 更新 2026 Q1 13F

组合：$773.7M（11 只持仓）
第一持仓：AEVA $213.6M（27.6%）

https://worldsmartmoney.com/news/sylebra-2026-03-31-000007

Tweet 2/5 · 118 chars

前 5 大持仓：

1. AEVA $213.6M（27.6%）
2. PCT $176.9M（22.9%）
3. PI $116.3M（15.0%）
4. PAYC $83.7M（10.8%）
5. ESTC $70.5M（9.1%）

Tweet 3/5 · 43 chars

相比 2025-12-31 的变化：

🆕 新建仓：PTRN
🚪 清仓：GOOGL

Tweet 4/5 · 51 chars

📉 减仓最多：
  PCT -$115.9M
  PI -$80.7M
  PAYC -$71.9M

Tweet 5/5 · 207 chars

来源：SEC 13F（最多滞后 45 天公开，非实时，不代表基金净值）

SEC 原文：https://www.sec.gov/Archives/edgar/data/2003074/000200307426000007/0002003074-26-000007-index.htm
WSM 解读：https://worldsmartmoney.com/news/sylebra-2026-03-31-000007

13F is a quarterly disclosure with up to 45-day lag. Not real-time, not fund NAV, not investment advice.