Sylebra Capital as of Sept. 30, 2020
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 29 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 16.3 | $530M | 4.9M | 107.89 | |
| Pagseguro Digital Com Cl A (PAGS) | 12.4 | $404M | 11M | 37.71 | |
| 4068594 Enphase Energy (ENPH) | 10.6 | $346M | 4.2M | 82.59 | |
| Scientific Games (LNW) | 9.2 | $301M | 8.6M | 34.91 | |
| Chegg (CHGG) | 7.3 | $237M | 3.3M | 71.44 | |
| 8x8 (EGHT) | 6.4 | $207M | 13M | 15.55 | |
| Everbridge, Inc. Cmn (EVBG) | 6.1 | $199M | 1.6M | 125.73 | |
| Coupa Software | 5.1 | $165M | 601k | 274.24 | |
| Impinj (PI) | 3.6 | $116M | 4.4M | 26.35 | |
| Advanced Micro Devices (AMD) | 3.5 | $114M | 1.4M | 81.99 | |
| Sunnova Energy International (NOVA) | 2.9 | $93M | 3.1M | 30.41 | |
| 21vianet Group Sponsored Ads A (VNET) | 2.4 | $78M | 3.4M | 23.16 | |
| Domo Com Cl B (DOMO) | 2.2 | $73M | 1.9M | 38.33 | |
| Joyy Ads Repstg Com A (YY) | 1.9 | $61M | 762k | 80.67 | |
| Onespan (OSPN) | 1.7 | $56M | 2.7M | 20.96 | |
| Lululemon Athletica (LULU) | 1.6 | $51M | 156k | 329.37 | |
| Chindata Group Hldgs Ads | 1.3 | $42M | 2.6M | 16.23 | |
| Repay Hldgs Corp Com Cl A (RPAY) | 1.2 | $40M | 1.7M | 23.50 | |
| Douyu International Hldngs L Sponsored Ads | 1.0 | $33M | 2.5M | 13.21 | |
| Youdao Sponsored Ads (DAO) | 0.9 | $30M | 1.2M | 25.84 | |
| Zoom Video Communications In Cl A (ZM) | 0.7 | $23M | 48k | 470.11 | |
| Switch Cl A | 0.5 | $18M | 1.1M | 15.61 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.4 | $12M | 407k | 28.62 | |
| China Online Ed Group Sponsored Adr | 0.3 | $10M | 535k | 19.07 | |
| Zendesk | 0.3 | $9.6M | 93k | 102.92 | |
| Lattice Semiconductor (LSCC) | 0.1 | $3.4M | 119k | 28.96 | |
| Despegar Com Corp Ord Shs (DESP) | 0.0 | $1.5M | 236k | 6.36 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $834k | 15k | 55.60 | |
| Uniti Group Inc Com reit (UNIT) | 0.0 | $407k | 39k | 10.54 |
