Sylebra Capital as of June 30, 2019
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 25 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 16.1 | $347M | 2.7M | 126.61 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 13.1 | $282M | 7.2M | 38.97 | |
| Scientific Games (LNW) | 7.9 | $171M | 8.6M | 19.82 | |
| Chegg (CHGG) | 6.3 | $137M | 3.5M | 38.59 | |
| Elastic N V ord (ESTC) | 6.2 | $135M | 1.8M | 74.66 | |
| Impinj (PI) | 5.6 | $121M | 4.2M | 28.62 | |
| Wix (WIX) | 5.1 | $111M | 781k | 142.10 | |
| Five9 (FIVN) | 4.9 | $106M | 2.1M | 51.29 | |
| 8x8 (EGHT) | 4.7 | $102M | 4.2M | 24.10 | |
| Switch Inc cl a | 4.6 | $100M | 7.6M | 13.09 | |
| Altice Usa Inc cl a (ATUS) | 3.8 | $82M | 3.4M | 24.35 | |
| Everbridge, Inc. Cmn (EVBG) | 3.4 | $73M | 821k | 89.42 | |
| Tenable Hldgs (TENB) | 3.4 | $73M | 2.6M | 28.54 | |
| Pinduoduo (PDD) | 3.4 | $72M | 3.5M | 20.63 | |
| Huya Inc ads rep shs a (HUYA) | 3.3 | $72M | 2.9M | 24.71 | |
| Domo Cl B Ord (DOMO) | 3.2 | $70M | 2.6M | 27.32 | |
| REPCOM cla | 1.0 | $23M | 323k | 69.69 | |
| 21vianet Group (VNET) | 1.0 | $21M | 2.7M | 7.79 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.8 | $17M | 500k | 33.22 | |
| Uniti Group Inc Com reit (UNIT) | 0.6 | $13M | 1.4M | 9.50 | |
| Greentree Hospitalty Group L (GHG) | 0.6 | $12M | 918k | 13.00 | |
| Gsx Techedu 3 Adr Rep 2 Cl A Ord (GOTU) | 0.5 | $9.7M | 900k | 10.79 | |
| Pinterest Inc Cl A (PINS) | 0.2 | $4.8M | 175k | 27.22 | |
| Phoenix New Media | 0.1 | $3.2M | 984k | 3.25 | |
| China Online Ed | 0.1 | $2.2M | 286k | 7.54 |
