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 (NOVAQ) | 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 | 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 |
