Sylebra HK as of Sept. 30, 2017
Portfolio Holdings for Sylebra HK
Sylebra HK holds 18 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Scientific Games (LNW) | 34.3 | $395M | 8.6M | 45.85 | |
| Impinj (PI) | 10.6 | $122M | 2.9M | 41.61 | |
| Paycom Software (PAYC) | 10.5 | $120M | 1.6M | 74.96 | |
| Chegg (CHGG) | 9.0 | $103M | 7.0M | 14.84 | |
| Ellie Mae | 7.3 | $84M | 1.0M | 82.13 | |
| Coupa Software | 5.9 | $68M | 2.2M | 31.15 | |
| Yirendai (YRD) | 5.0 | $58M | 1.4M | 41.94 | |
| Criteo Sa Ads (CRTO) | 4.1 | $47M | 1.1M | 41.50 | |
| Shake Shack Inc cl a (SHAK) | 2.9 | $33M | 1.0M | 33.23 | |
| Alibaba Group Holding (BABA) | 2.0 | $23M | 130k | 172.71 | |
| Mulesoft Inc cl a | 1.9 | $22M | 1.1M | 20.14 | |
| Facebook Inc cl a (META) | 1.9 | $22M | 126k | 170.87 | |
| Momo | 1.8 | $20M | 641k | 31.34 | |
| Carvana Co cl a (CVNA) | 1.7 | $19M | 1.3M | 14.68 | |
| Phoenix New Media | 0.5 | $5.6M | 954k | 5.89 | |
| Silicon Motion Technology (SIMO) | 0.4 | $4.7M | 98k | 48.03 | |
| China Online Ed | 0.4 | $4.4M | 307k | 14.29 | |
| Roku (ROKU) | 0.1 | $531k | 20k | 26.55 |
