Sylebra Capital as of March 31, 2020
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 30 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V ord (ESTC) | 13.2 | $323M | 5.8M | 55.81 | |
| Coupa Software | 12.5 | $305M | 2.2M | 139.73 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 8.5 | $207M | 11M | 19.33 | |
| Everbridge, Inc. Cmn (EVBG) | 6.9 | $169M | 1.6M | 106.36 | |
| Five9 (FIVN) | 5.6 | $136M | 1.8M | 76.46 | |
| Switch Inc cl a | 5.4 | $132M | 9.2M | 14.43 | |
| 8x8 (EGHT) | 5.1 | $125M | 9.0M | 13.86 | |
| Chegg (CHGG) | 4.6 | $113M | 3.2M | 35.78 | |
| Gsx Techedu 3 Adr Rep 2 Cl A Ord (GOTU) | 4.2 | $103M | 2.4M | 42.36 | |
| Joyy Inc Spon Ads Each Rep 20 Ord Shs Cl A (YY) | 4.0 | $97M | 1.8M | 53.26 | |
| Altice Usa Inc cl a (ATUS) | 3.7 | $91M | 4.1M | 22.29 | |
| Scientific Games (LNW) | 3.4 | $84M | 8.6M | 9.70 | |
| Tenable Hldgs (TENB) | 3.0 | $74M | 3.4M | 21.86 | |
| Impinj (PI) | 3.0 | $74M | 4.4M | 16.71 | |
| Repay Hldgs Corp (RPAY) | 2.2 | $54M | 3.8M | 14.35 | |
| 21vianet Group (VNET) | 2.2 | $53M | 3.8M | 13.86 | |
| eHealth (EHTH) | 2.1 | $50M | 358k | 140.82 | |
| Pinduoduo (PDD) | 2.0 | $50M | 1.4M | 36.03 | |
| Huya Inc ads rep shs a (HUYA) | 1.8 | $44M | 2.6M | 16.95 | |
| Domo Cl B Ord (DOMO) | 1.1 | $27M | 2.7M | 9.94 | |
| Datadog Inc Cl A (DDOG) | 1.0 | $24M | 659k | 35.98 | |
| Douyu International Holdings | 0.9 | $22M | 3.4M | 6.41 | |
| 4068594 Enphase Energy (ENPH) | 0.7 | $18M | 549k | 32.29 | |
| Solaredge Technologies (SEDG) | 0.7 | $17M | 211k | 81.88 | |
| Zendesk | 0.6 | $15M | 232k | 64.01 | |
| Fiverr Intl Ltd ord (FVRR) | 0.4 | $11M | 421k | 25.17 | |
| China Online Ed | 0.4 | $9.2M | 317k | 29.00 | |
| Uniti Group Inc Com reit (UNIT) | 0.3 | $8.4M | 1.4M | 6.03 | |
| Greentree Hospitalty Group L (GHG) | 0.3 | $8.3M | 760k | 10.97 | |
| Phoenix New Media | 0.0 | $1.1M | 925k | 1.24 |
