Sylebra Capital LLC
Sylebra Capital LLC is a hedge fund headquartered in Palo Alto, California. The firm acts as a US-based sub-adviser within the broader Sylebra Capital structure, which includes entities in Hong Kong and the Cayman Islands. Sylebra was founded in 2011 and manages investments primarily on behalf of institutional clients and high-net-worth individuals. The company specializes in technology-focused investment strategies and operates with an employee base estimated between 20 and 50 professionals.
Investment Strategy
Sylebra Capital pursues a research-intensive, fundamental approach with a strong focus on technology and growth sectors. Their strategy emphasizes deep company analysis, identifying structural winners and losers across global markets, and taking both long and short positions. The firm aims to generate alpha through differentiated insights and sector expertise, particularly in rapidly evolving industries.
Latest 13F Filing Activity
Sylebra Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 16 equity positions with a total 13F market value of $2B. The fund increased holdings in Aeva Technologies Inc., Purecycle Technologies Inc., Impinj Inc. among other positions. Sylebra Capital LLC reduced exposure to Advanced Micro Devices Inc., Sunrun Inc., Sentinelone Inc. among others.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AEVA | AEVA TECHNOLOGIES INC | 24.98% | $613.3M | 16,228,553 | $5.17 | $37.79 | +$499.7M |
P PCT | PURECYCLE TECHNOLOGIES INC | 19.02% | $466.9M | 34,077,574 | $6.12 | $13.70 | +$231.0M |
P PAYC | PAYCOM SOFTWARE INC | 13.47% | $330.7M | 1,429,082 | $178.65 | $231.40 | -$7.9M |
P PI | IMPINJ INC | 9.63% | $236.5M | 2,129,260 | $57.10 | $111.07 | +$43.4M |
E ESTC | ELASTIC N V | 8.55% | $209.9M | 2,488,673 | $82.08 | $84.33 | -$17.6M |
Industry Allocation
Investment Team (14)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Investment Analyst | New York, NY , United States | |
S Sushma Gambhir | Managing Director | United States | |
A Avi Benita | Research Analyst | Hong Kong | |
C Candace Li | Director of Research Coordination | Hong Kong | |
 | Investment Analyst - L/S Equity (Global TMT & Consumer) | Hong Kong | |
| Research Analyst | Hong Kong | ||
 | Analyst | China | |
 | Research Analyst | Cayman Islands | |
 | Senior Investment Analyst | Hong Kong | |
L Laura CH | Analyst | Hong Kong |