Sylebra HK

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 (DOYU) 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