Sylebra Capital as of Sept. 30, 2019
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 27 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pagseguro Digital Ltd-cl A (PAGS) | 14.9 | $341M | 7.4M | 46.31 | |
| Coupa Software | 14.6 | $335M | 2.6M | 129.57 | |
| Elastic N V ord (ESTC) | 10.8 | $248M | 3.0M | 82.34 | |
| Scientific Games (LNW) | 7.7 | $175M | 8.6M | 20.35 | |
| Impinj (PI) | 5.7 | $131M | 4.2M | 30.83 | |
| Pinduoduo (PDD) | 5.5 | $126M | 3.9M | 32.22 | |
| Switch Inc cl a | 5.2 | $118M | 7.6M | 15.62 | |
| Five9 (FIVN) | 5.1 | $116M | 2.2M | 53.74 | |
| Chegg (CHGG) | 4.6 | $104M | 3.5M | 29.95 | |
| Wix (WIX) | 4.2 | $96M | 820k | 116.74 | |
| 8x8 (EGHT) | 4.0 | $92M | 4.5M | 20.72 | |
| Huya Inc ads rep shs a (HUYA) | 3.3 | $75M | 3.2M | 23.64 | |
| Tenable Hldgs (TENB) | 2.7 | $61M | 2.7M | 22.38 | |
| Everbridge, Inc. Cmn (EVBG) | 2.3 | $53M | 858k | 61.71 | |
| REPCOM cla | 2.0 | $47M | 835k | 56.23 | |
| Domo Cl B Ord (DOMO) | 1.9 | $43M | 2.7M | 15.98 | |
| eHealth (EHTH) | 1.4 | $33M | 488k | 66.79 | |
| Douyu International Holdings | 1.1 | $26M | 3.1M | 8.19 | |
| 21vianet Group (VNET) | 0.9 | $21M | 2.7M | 7.62 | |
| Altice Usa Inc cl a (ATUS) | 0.5 | $11M | 392k | 28.68 | |
| Uniti Group Inc Com reit | 0.5 | $11M | 1.4M | 7.77 | |
| Greentree Hospitalty Group L (GHG) | 0.4 | $9.2M | 918k | 10.00 | |
| Gsx Techedu 3 Adr Rep 2 Cl A Ord (GOTU) | 0.2 | $5.8M | 378k | 15.31 | |
| Pinterest Inc Cl A (PINS) | 0.2 | $4.6M | 175k | 26.45 | |
| Phoenix New Media | 0.1 | $2.5M | 984k | 2.56 | |
| China Online Ed | 0.1 | $2.1M | 283k | 7.58 | |
| Datadog Inc Cl A (DDOG) | 0.1 | $1.7M | 50k | 33.92 |
