SYLEBRA CAPITAL LLC
PALO ALTO CA · SEC CIK 0002003074
$9.45亿2026Q2 申报市值
9持仓数
100.0%前十大占比 · 第一大 49.3%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PTRN 加仓+$25.25万
2026Q2 卖出最多 按季末市值估算
PAYC 减仓-$6,664.95万
PI 减仓-$5,101.98万
ESTC 减仓-$5,036.74万
S 清仓-$4,789.18万
XMTR 减仓-$3,498.83万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| S | SENTINELONE INC | $0 | 0.00% | 0 | -3,718,309 | -100.0% | -$4,789.18万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -466,419 | -100.0% | -$670.24万 | 清仓 |
| PTRN | PATTERN GROUP INC | $424.66万 | 0.45% | 168,581 | 10,025 | 6.3% | $25.25万 | 加仓 |
| EGHT | 8X8 INC NEW | $716.19万 | 0.76% | 4,188,249 | -4,720,254 | -53.0% | -$807.16万 | 减仓 |
| LUXE | LUXEXPERIENCE BV | $1,285.67万 | 1.36% | 1,730,378 | -712,675 | -29.2% | -$529.52万 | 减仓 |
| XMTR | XOMETRY INC | $1,671.01万 | 1.77% | 173,126 | -362,498 | -67.7% | -$3,498.83万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,994.97万 | 2.11% | 158,734 | -530,311 | -77.0% | -$6,664.95万 | 减仓 |
| ESTC | ELASTIC N V | $3,001.90万 | 3.18% | 526,465 | -883,328 | -62.7% | -$5,036.74万 | 减仓 |
| PI | IMPINJ INC | $1.11亿 | 11.77% | 775,943 | -356,209 | -31.5% | -$5,101.98万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $2.76亿 | 29.26% | 34,077,574 | 0 | 0.0% | — | 不变 |
| AEVA | AEVA TECHNOLOGIES INC | $4.66亿 | 49.35% | 16,228,553 | 0 | 0.0% | — | 不变 |