Sylebra Capital as of June 30, 2021
Portfolio Holdings for Sylebra Capital
Sylebra Capital holds 23 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Elastic N V Ord Shs (ESTC) | 15.9 | $642M | 4.4M | 145.76 | |
| Pagseguro Digital Com Cl A (PAGS) | 12.7 | $513M | 9.2M | 55.92 | |
| Advanced Micro Devices (AMD) | 10.4 | $420M | 4.5M | 93.93 | |
| Purecycle Technologies (PCT) | 10.2 | $410M | 17M | 23.65 | |
| 8x8 (EGHT) | 8.5 | $344M | 12M | 27.76 | |
| Aeva Technologies | 6.7 | $268M | 25M | 10.57 | |
| Everbridge, Inc. Cmn (EVBG) | 6.0 | $243M | 1.8M | 136.08 | |
| Impinj (PI) | 5.6 | $227M | 4.4M | 51.59 | |
| Opendoor Technologies (OPEN) | 3.4 | $135M | 7.6M | 17.73 | |
| Lattice Semiconductor (LSCC) | 2.7 | $111M | 2.0M | 56.18 | |
| Up Fintech Hldg Sponsored Ads (TIGR) | 2.3 | $94M | 3.2M | 28.98 | |
| Myt Netherlands Parent B V Ads (LUXE) | 2.3 | $92M | 3.0M | 30.43 | |
| 4068594 Enphase Energy (ENPH) | 2.2 | $91M | 493k | 183.63 | |
| Chegg (CHGG) | 2.1 | $85M | 1.0M | 83.11 | |
| Docusign (DOCU) | 2.0 | $79M | 283k | 279.57 | |
| Pinduoduo Sponsored Ads (PDD) | 1.5 | $62M | 491k | 127.02 | |
| Chindata Group Hldgs Ads | 1.5 | $62M | 4.1M | 15.09 | |
| Zhihu Ads | 1.1 | $44M | 3.3M | 13.56 | |
| Sunnova Energy International (NOVAQ) | 1.0 | $40M | 1.1M | 37.66 | |
| Youdao Sponsored Ads (DAO) | 0.7 | $29M | 1.2M | 23.09 | |
| Yatsen Hldg Ads | 0.7 | $28M | 2.9M | 9.37 | |
| Origin Materials (ORGN) | 0.3 | $12M | 1.5M | 8.20 | |
| China Online Ed Group Sponsored Adr | 0.0 | $594k | 76k | 7.83 |
