SYLEBRA CAPITAL LLC
PALO ALTO CA · SEC CIK 0002003074
$7.74亿2026Q1 申报市值
11持仓数
99.7%前十大占比 · 第一大 27.6%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
XMTR 加仓+$521.27万
PTRN 新建仓+$197.09万
2026Q1 卖出最多 按季末市值估算
PAYC 减仓-$3,496.84万
GOOGL 清仓-$1,648.20万
ESTC 减仓-$1,030.67万
NU 减仓-$923.71万
S 减仓-$713.49万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AEVA | AEVA TECHNOLOGIES INC | $2.14亿 | 27.60% | 16,228,553 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $1.77亿 | 22.86% | 34,077,574 | 0 | 0.0% | — | 不变 |
| PI | IMPINJ INC | $1.16亿 | 15.03% | 1,132,152 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $8,374.65万 | 10.82% | 689,045 | -287,711 | -29.5% | -$3,496.84万 | 减仓 |
| ESTC | ELASTIC N V | $7,047.56万 | 9.11% | 1,409,793 | -206,175 | -12.8% | -$1,030.67万 | 减仓 |
| S | SENTINELONE INC | $4,789.18万 | 6.19% | 3,718,309 | -553,952 | -13.0% | -$713.49万 | 减仓 |
| XMTR | XOMETRY INC | $2,187.49万 | 2.83% | 535,624 | 127,637 | 31.3% | $521.27万 | 加仓 |
| LUXE | LUXEXPERIENCE BV | $1,954.44万 | 2.53% | 2,443,053 | -478,181 | -16.4% | -$382.54万 | 减仓 |
| EGHT | 8X8 INC NEW | $1,478.81万 | 1.91% | 8,908,503 | -2,589,874 | -22.5% | -$429.92万 | 减仓 |
| NU | NU HLDGS LTD | $670.24万 | 0.87% | 466,419 | -642,804 | -58.0% | -$923.71万 | 减仓 |
| PTRN | PATTERN GROUP INC | $197.09万 | 0.25% | 158,556 | 158,556 | — | $197.09万 | 新建仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -52,658 | -100.0% | -$1,648.20万 | 清仓 |