Sylebra Capital as of March 31, 2021
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 25 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 14.5 | $561M | 5.0M | 111.20 | |
| Pagseguro Digital Com Cl A (PAGS) | 11.7 | $452M | 9.8M | 46.30 | |
| Purecycle Technologies (PCT) | 11.3 | $438M | 17M | 25.50 | |
| 8x8 (EGHT) | 10.7 | $414M | 13M | 32.44 | |
| Advanced Micro Devices (AMD) | 8.6 | $334M | 4.3M | 78.50 | |
| Impinj (PI) | 6.5 | $250M | 4.4M | 56.87 | |
| Aeva Technologies | 6.1 | $238M | 21M | 11.60 | |
| Everbridge, Inc. Cmn (EVBG) | 5.9 | $229M | 1.9M | 121.18 | |
| Chegg (CHGG) | 3.6 | $141M | 1.6M | 85.66 | |
| 4068594 Enphase Energy (ENPH) | 3.3 | $128M | 791k | 162.16 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.1 | $122M | 766k | 158.82 | |
| Lattice Semiconductor (LSCC) | 2.6 | $101M | 2.2M | 45.02 | |
| Lululemon Athletica (LULU) | 1.9 | $74M | 241k | 306.71 | |
| 21vianet Group Sponsored Ads A (VNET) | 1.6 | $63M | 1.9M | 32.30 | |
| Chindata Group Hldgs Ads | 1.6 | $63M | 3.8M | 16.54 | |
| Yatsen Hldg Ads | 1.5 | $57M | 4.6M | 12.35 | |
| Sunnova Energy International (NOVAQ) | 1.2 | $46M | 1.1M | 40.82 | |
| Pinduoduo Sponsored Ads (PDD) | 0.9 | $35M | 259k | 133.88 | |
| Youdao Sponsored Ads (DAO) | 0.8 | $31M | 1.3M | 23.82 | |
| Opendoor Technologies (OPEN) | 0.8 | $29M | 1.4M | 21.19 | |
| Myt Netherlands Parent B V Ads (LUXE) | 0.5 | $20M | 689k | 28.26 | |
| Zhihu Ads | 0.5 | $20M | 2.4M | 8.11 | |
| Onespan (OSPN) | 0.4 | $16M | 663k | 24.50 | |
| China Online Ed Group Sponsored Adr | 0.2 | $8.3M | 409k | 20.35 | |
| Cloopen Group Holding Limite Ads | 0.0 | $1.1M | 83k | 13.73 |
