DOSSIER · 13F-HR · Q2 2026
SYLEBRA CAPITAL LLC
$945M in tracked AUM across 9 positions as of Q2 2026.
SC
CIK 0002003074 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Sylebra Capital LLC reported a significant contraction in portfolio value for the quarter ending September 30, 2025, with total assets under management (AUM) decreasing by 41.8%, dropping from $2.45 billion to $1.43 billion. This reduction in AUM is attributable to a combination of active portfolio deleveraging and realized losses, as the firm aggressively exited positions and reduced exposure to existing holdings. The portfolio is currently highly concentrated, consisting...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.