Sylebra Capital as of Dec. 31, 2019
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 26 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 14.2 | $362M | 2.5M | 146.25 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 11.3 | $289M | 8.4M | 34.16 | |
| Elastic N V ord (ESTC) | 10.6 | $270M | 4.2M | 64.30 | |
| Scientific Games (LNW) | 9.1 | $231M | 8.6M | 26.78 | |
| Five9 (FIVN) | 6.2 | $157M | 2.4M | 65.58 | |
| Chegg (CHGG) | 5.1 | $130M | 3.4M | 37.91 | |
| Switch Inc cl a | 4.6 | $117M | 7.9M | 14.82 | |
| Wix (WIX) | 4.3 | $111M | 903k | 122.38 | |
| Impinj (PI) | 4.3 | $109M | 4.2M | 25.86 | |
| Everbridge, Inc. Cmn (EVBG) | 4.1 | $104M | 1.3M | 78.08 | |
| 8x8 (EGHT) | 3.7 | $94M | 5.1M | 18.30 | |
| Pinduoduo (PDD) | 3.5 | $88M | 2.3M | 37.82 | |
| Tenable Hldgs (TENB) | 3.1 | $78M | 3.3M | 23.96 | |
| eHealth (EHTH) | 3.0 | $76M | 787k | 96.08 | |
| Domo Cl B Ord (DOMO) | 2.3 | $59M | 2.7M | 21.72 | |
| Luckin Coffee (LKNCY) | 2.2 | $56M | 1.4M | 39.36 | |
| Joyy Inc Spon Ads Each Rep 20 Ord Shs Cl A (JOYY) | 2.0 | $51M | 962k | 52.79 | |
| Huya Inc ads rep shs a (HUYA) | 1.8 | $46M | 2.5M | 17.95 | |
| Gsx Techedu 3 Adr Rep 2 Cl A Ord (GOTU) | 1.6 | $42M | 1.9M | 21.86 | |
| Douyu International Holdings | 1.1 | $29M | 3.4M | 8.47 | |
| 21vianet Group (VNET) | 0.8 | $21M | 2.9M | 7.25 | |
| Uniti Group Inc Com reit | 0.5 | $11M | 1.4M | 8.21 | |
| Greentree Hospitalty Group L (GHG) | 0.4 | $10M | 922k | 11.00 | |
| Pinterest Inc Cl A (PINS) | 0.1 | $3.9M | 210k | 18.64 | |
| China Online Ed | 0.1 | $2.8M | 282k | 9.82 | |
| Phoenix New Media | 0.1 | $1.9M | 984k | 1.96 |
