Sylebra Capital as of June 30, 2020
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 33 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 16.7 | $537M | 5.8M | 92.21 | |
| Pagseguro Digital Com Cl A (PAGS) | 12.1 | $388M | 11M | 35.34 | |
| Coupa Software | 11.3 | $363M | 1.3M | 277.04 | |
| Everbridge, Inc. Cmn (EVBG) | 6.5 | $209M | 1.5M | 138.36 | |
| Chegg (CHGG) | 6.4 | $205M | 3.1M | 67.26 | |
| 8x8 (EGHT) | 5.9 | $191M | 12M | 16.00 | |
| 4068594 Enphase Energy (ENPH) | 4.9 | $156M | 3.3M | 47.57 | |
| Scientific Games (LNW) | 4.2 | $133M | 8.6M | 15.46 | |
| Impinj (PI) | 3.8 | $121M | 4.4M | 27.47 | |
| Solaredge Technologies (SEDG) | 3.6 | $116M | 837k | 138.78 | |
| Switch Cl A | 3.5 | $112M | 6.3M | 17.82 | |
| Joyy Ads Repstg Com A (YY) | 3.2 | $101M | 1.1M | 88.55 | |
| Domo Com Cl B (DOMO) | 2.3 | $75M | 2.3M | 32.17 | |
| Tenable Hldgs (TENB) | 2.1 | $66M | 2.2M | 29.81 | |
| 21vianet Group Sponsored Ads A (VNET) | 2.0 | $64M | 2.7M | 23.86 | |
| Onespan (OSPN) | 1.8 | $57M | 2.1M | 27.93 | |
| Repay Hldgs Corp Com Cl A (RPAY) | 1.6 | $52M | 2.1M | 24.63 | |
| Youdao Sponsored Ads (DAO) | 1.4 | $44M | 1.2M | 37.50 | |
| Pinduoduo Sponsored Ads (PDD) | 1.2 | $39M | 455k | 85.84 | |
| Brinker International (EAT) | 1.1 | $36M | 1.5M | 24.00 | |
| Douyu International Hldngs L Sponsored Ads | 0.9 | $29M | 2.5M | 11.54 | |
| Five9 (FIVN) | 0.8 | $25M | 228k | 110.67 | |
| Msg Network Cl A | 0.5 | $16M | 1.6M | 9.95 | |
| Uniti Group Inc Com reit (UNIT) | 0.5 | $16M | 1.7M | 9.35 | |
| Huya Ads Rep Shs A (HUYA) | 0.4 | $14M | 734k | 18.67 | |
| China Online Ed Group Sponsored Adr | 0.4 | $13M | 523k | 25.68 | |
| Zendesk | 0.3 | $8.9M | 101k | 88.53 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.2 | $6.9M | 292k | 23.67 | |
| Greentree Hospitalty Group L Sponsored Ads (GHG) | 0.1 | $4.4M | 329k | 13.48 | |
| Despegar Com Corp Ord Shs (DESP) | 0.1 | $4.0M | 554k | 7.18 | |
| Open Lending Corp Com Cl A (LPRO) | 0.1 | $3.7M | 243k | 15.10 | |
| Agora Ads (API) | 0.1 | $3.1M | 70k | 44.17 | |
| Phoenix New Media Sponsored Ads | 0.0 | $728k | 492k | 1.48 |
