Sylebra HK as of Sept. 30, 2018
Portfolio Holdings for Sylebra HK
Sylebra HK holds 23 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 16.9 | $275M | 3.5M | 79.10 | |
| Scientific Games (LNW) | 13.4 | $219M | 8.6M | 25.40 | |
| Chegg (CHGG) | 11.6 | $189M | 6.6M | 28.43 | |
| Ellie Mae | 8.2 | $133M | 1.4M | 94.77 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 7.9 | $128M | 4.6M | 27.67 | |
| Impinj (PI) | 6.4 | $105M | 4.2M | 24.82 | |
| Carvana Co cl a (CVNA) | 5.8 | $95M | 1.6M | 59.09 | |
| Switch Inc cl a | 4.5 | $73M | 6.7M | 10.80 | |
| Altice Usa Inc cl a (ATUS) | 4.2 | $69M | 3.8M | 18.14 | |
| Five9 (FIVN) | 3.9 | $64M | 1.5M | 43.69 | |
| Momo | 3.2 | $52M | 1.2M | 43.80 | |
| ViaSat (VSAT) | 3.2 | $52M | 806k | 63.95 | |
| REPCOM cla | 2.6 | $42M | 557k | 74.92 | |
| Wix (WIX) | 1.8 | $30M | 250k | 119.70 | |
| Domo Cl B Ord (DOMO) | 1.8 | $29M | 1.3M | 21.45 | |
| Uniti Group Inc Com reit | 1.6 | $26M | 1.3M | 20.15 | |
| Huya Inc ads rep shs a (HUYA) | 1.3 | $21M | 870k | 23.58 | |
| Docusign (DOCU) | 0.8 | $12M | 235k | 52.57 | |
| Greentree Hospitalty Group L (GHG) | 0.5 | $8.3M | 657k | 12.70 | |
| Phoenix New Media | 0.2 | $4.0M | 945k | 4.22 | |
| 21vianet Group (VNET) | 0.2 | $3.0M | 298k | 10.10 | |
| China Online Ed | 0.2 | $2.6M | 286k | 9.00 | |
| Tenable Hldgs (TENB) | 0.1 | $1.2M | 30k | 38.87 |
