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.
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 (6)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Investment Analyst | New York, NY , United States | |
S Sushma Gambhir | Managing Director | United States | |
 | Senior Investment Analyst | Hong Kong | |
 | Chief Operating Officer, Partner, Director | Hong Kong | |
S Scott Boren | Investment Analyst | Hong Kong | |
 | Investment Associate | Hong Kong |