SYLEBRA CAPITAL LLC

SYLEBRA CAPITAL LLC declares $141.2M in 2 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 14.9% of its $944.5M 13F portfolio. Largest positions: Impinj (2.5% of the company) and Elastic (0.50% of the company). Over time: $141.2M in 2 of these companies for Q2 2026, against $763.7M in 3 for Q3 2023 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought nothing and sold $101.4M of these stocks, at the quarter's prices: a net sale of $101.4M.

Performance of its AI picks

The AI-stock portfolio SYLEBRA CAPITAL LLC declared for Q2 2026 (Form 13F), held unchanged, returned +32.8% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: +2.2% (SMH +87.2%). Over three years, quarter after quarter: +95.2% (SMH +325.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Impinj (PI) — $111.1M: 775,943 shares, 2.5% of the company, 11.8% of its portfolio (trimmed this quarter); held since Q3 2023
2. Elastic (ESTC) — $30.0M: 526,465 shares, 0.50% of the company, 3.2% of its portfolio (trimmed this quarter); held since Q3 2023

By sector

• Chips & compute — $111.1M, 79% of its AI holdings, 1 company
• AI software — $30.0M, 21% of its AI holdings, 1 company

Biggest changes this quarter

• trimmed Impinj (PI): -$51.0M at the quarter's price
• trimmed Elastic (ESTC): -$50.4M at the quarter's price

Schedule 13D/G declarations

• Impinj (PI) — 13D filed Dec 17, 2025: 1.1M shares as of Dec 15, 2025, 3.8% as declared
• Impinj (PI) — 13D filed Dec 5, 2025: 1.5M shares as of Dec 3, 2025, 5.0% as declared
• Impinj (PI) — 13D filed Sep 12, 2025: 1.8M shares as of Sep 10, 2025, 6.3% as declared

Other holders of this size

• Vanguard — $3.6T in 225 of these companies
• BlackRock — $3.1T in 226 of these companies
• State Street — $1.6T in 222 of these companies
• Fidelity (FMR) — $1.2T in 223 of these companies
• Geode Capital — $890.9B in 220 of these companies
• Capital Group — $881.7B in 132 of these companies
• JPMorgan — $717.8B in 225 of these companies
• Invesco — $683.3B in 220 of these companies

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