Sylebra HK

Sylebra Capital as of Dec. 31, 2020

Portfolio Holdings for Sylebra Capital

Sylebra Capital holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Elastic N V Ord Shs (ESTC) 17.5 $688M 4.7M 146.13
Pagseguro Digital Com Cl A (PAGS) 16.5 $649M 11M 56.88
8x8 (EGHT) 11.7 $461M 13M 34.47
Advanced Micro Devices (AMD) 9.1 $359M 3.9M 91.71
4068594 Enphase Energy (ENPH) 8.8 $346M 2.0M 175.47
Everbridge, Inc. Cmn (EVBG) 6.7 $263M 1.8M 149.07
Chegg (CHGG) 6.3 $249M 2.8M 90.33
Impinj (PI) 4.7 $184M 4.4M 41.87
Sunnova Energy International (NOVA) 2.5 $99M 2.2M 45.13
21vianet Group Sponsored Ads A (VNET) 2.4 $96M 2.8M 34.69
Lattice Semiconductor (LSCC) 2.2 $88M 1.9M 45.82
Chindata Group Hldgs Ads 2.2 $86M 3.6M 23.96
Lululemon Athletica (LULU) 2.1 $81M 232k 348.03
Futu Hldgs Spon Ads Cl A (FUTU) 1.6 $61M 1.3M 45.75
Onespan (OSPN) 1.0 $39M 1.9M 20.68
Pinduoduo Sponsored Ads (PDD) 0.8 $32M 182k 177.67
Youdao Sponsored Ads (DAO) 0.8 $31M 1.2M 26.53
Interprivate Acquisition Cor 0.7 $27M 1.9M 14.54
Repay Hldgs Corp Com Cl A (RPAY) 0.6 $22M 795k 27.25
Zoom Video Communications In Cl A (ZM) 0.5 $19M 57k 337.31
China Online Ed Group Sponsored Adr 0.4 $14M 528k 27.11
Yatsen Hldg Ads (YSG) 0.3 $13M 760k 17.00
Coupa Software 0.3 $11M 32k 338.89
Ihuman Ads Common (IH) 0.2 $7.2M 395k 18.12
South Mtn Merger Corp Com Cl A 0.0 $980k 61k 16.13