Sylebra HK as of Dec. 31, 2018
Portfolio Holdings for Sylebra HK
Sylebra HK holds 25 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupa Software | 17.2 | $224M | 3.6M | 62.86 | |
| Chegg (CHGG) | 15.1 | $197M | 6.9M | 28.42 | |
| Scientific Games (LNW) | 11.8 | $154M | 8.6M | 17.88 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 7.7 | $100M | 5.3M | 18.73 | |
| Five9 (FIVN) | 6.5 | $85M | 1.9M | 43.72 | |
| Ellie Mae | 6.1 | $80M | 1.3M | 62.83 | |
| Altice Usa Inc cl a (ATUS) | 5.0 | $65M | 4.0M | 16.52 | |
| Impinj (PI) | 4.7 | $62M | 4.2M | 14.55 | |
| Wix (WIX) | 4.6 | $60M | 660k | 90.34 | |
| Switch Inc cl a | 4.3 | $56M | 8.0M | 7.00 | |
| Domo Cl B Ord (DOMO) | 3.6 | $47M | 2.4M | 19.63 | |
| Carvana Co cl a (CVNA) | 3.3 | $44M | 1.3M | 32.71 | |
| Momo | 2.1 | $27M | 1.1M | 23.75 | |
| Huya Inc ads rep shs a (HUYA) | 1.8 | $24M | 1.5M | 15.48 | |
| Uniti Group Inc Com reit | 1.6 | $21M | 1.3M | 15.57 | |
| REPCOM cla | 1.1 | $14M | 228k | 59.86 | |
| ViaSat (VSAT) | 0.9 | $11M | 193k | 58.95 | |
| Greentree Hospitalty Group L (GHG) | 0.8 | $9.9M | 759k | 12.99 | |
| 21vianet Group (VNET) | 0.5 | $6.5M | 747k | 8.64 | |
| Tenable Hldgs (TENB) | 0.5 | $6.3M | 285k | 22.19 | |
| Docusign (DOCU) | 0.3 | $3.6M | 89k | 40.08 | |
| Phoenix New Media | 0.2 | $3.0M | 946k | 3.20 | |
| salesforce (CRM) | 0.2 | $2.4M | 18k | 136.99 | |
| China Online Ed | 0.2 | $2.1M | 286k | 7.22 | |
| Elastic N V ord (ESTC) | 0.1 | $1.8M | 25k | 71.47 |
