Sylebra HK as of June 30, 2018
Portfolio Holdings for Sylebra HK
Sylebra HK holds 22 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Scientific Games (LNW) | 25.5 | $424M | 8.6M | 49.15 | |
| Coupa Software | 13.2 | $220M | 3.5M | 62.24 | |
| Chegg (CHGG) | 11.1 | $185M | 6.6M | 27.79 | |
| Ellie Mae | 7.9 | $131M | 1.3M | 103.84 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 7.1 | $118M | 4.2M | 27.75 | |
| Impinj (PI) | 5.6 | $94M | 4.2M | 22.11 | |
| ViaSat (VSAT) | 5.2 | $86M | 1.3M | 65.72 | |
| Momo | 4.1 | $67M | 1.5M | 43.50 | |
| Switch Inc cl a | 3.9 | $65M | 5.3M | 12.17 | |
| Carvana Co cl a (CVNA) | 3.5 | $59M | 1.4M | 41.60 | |
| Uniti Group Inc Com reit (UNIT) | 2.8 | $47M | 2.3M | 20.03 | |
| REPCOM cla | 2.5 | $42M | 420k | 100.47 | |
| Altice Usa Inc cl a (ATUS) | 1.8 | $29M | 1.7M | 17.06 | |
| Huya Inc ads rep shs a (HUYA) | 1.6 | $26M | 797k | 32.89 | |
| Five9 (FIVN) | 1.5 | $24M | 705k | 34.57 | |
| Yirendai (YRD) | 0.7 | $11M | 524k | 21.22 | |
| Domo Cl B Ord (DOMO) | 0.7 | $11M | 400k | 27.30 | |
| Greentree Hospitalty Group L (GHG) | 0.5 | $7.4M | 410k | 18.09 | |
| Shake Shack Inc cl a (SHAK) | 0.4 | $6.9M | 104k | 66.18 | |
| Phoenix New Media | 0.2 | $4.0M | 945k | 4.25 | |
| China Online Ed | 0.2 | $3.1M | 286k | 10.80 | |
| Avalara | 0.0 | $534k | 10k | 53.40 |
