$777 Million is the total value of Sylebra Capital Ltd's 15 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QIHU | Buy | Qihoo 360 Technology Co Ltdads | $113,306,000 | +74.1% | 1,673,916 | +31.7% | 14.59% | +2.9% |
| VIPS | Buy | Vipshop Holdings Ltdsponsored adr | $111,469,000 | +4.7% | 5,009,864 | +38.5% | 14.35% | -38.1% |
| ELLI | Buy | Ellie Mae Inc | $111,173,000 | +32.2% | 1,592,968 | +4.8% | 14.32% | -21.9% |
| SGMS | Buy | Scientific Games Corpcl a | $109,513,000 | +753.0% | 7,047,206 | +474.7% | 14.10% | +404.3% |
| QIWI | Buy | QIWI plcspon adr rep b | $95,845,000 | +105.7% | 3,416,969 | +76.1% | 12.34% | +21.6% |
| P | Buy | Pandora Media Inc | $55,687,000 | +18.8% | 3,583,502 | +24.0% | 7.17% | -29.8% |
| FB | New | Facebook Inccl a | $44,755,000 | – | 521,840 | +100.0% | 5.76% | – |
| ATHM | Buy | Autohome Incsp adr rp cl a | $34,863,000 | +130.8% | 689,815 | +100.8% | 4.49% | +36.4% |
| QUNR | Sell | Qunar Cayman Islands Ltdspns adr cl b | $31,085,000 | -26.5% | 725,452 | -29.2% | 4.00% | -56.5% |
| BABA | Buy | Alibaba Group Holding Ltdsponsored ads | $23,701,000 | +56.2% | 288,093 | +58.0% | 3.05% | -7.7% |
| CHGG | New | Chegg Inc | $17,892,000 | – | 2,282,223 | +100.0% | 2.30% | – |
| MMYT | Buy | MakeMyTrip Ltd | $15,787,000 | +25.3% | 802,188 | +39.8% | 2.03% | -25.9% |
| CNVAF | Buy | Cnova NV | $6,474,000 | -9.8% | 1,170,799 | +2.6% | 0.83% | -46.7% |
| MOBL | Buy | MobileIron Inc | $5,063,000 | +9.6% | 856,732 | +71.7% | 0.65% | -35.2% |
| WUBA | Exit | 58.com Incspon adr rep a | $0 | – | -3,200 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CHEGG INC | 34 | Q3 2023 | 15.1% |
| IMPINJ INC | 27 | Q3 2023 | 17.2% |
| SCIENTIFIC GAMES CORP | 23 | Q3 2020 | 35.6% |
| PAGSEGURO DIGITAL LTD | 23 | Q3 2023 | 16.5% |
| ELASTIC N V | 20 | Q3 2023 | 17.5% |
| 8X8 INC NEW | 19 | Q3 2023 | 11.7% |
| ELLIE MAE INC | 18 | Q1 2019 | 27.6% |
| PINDUODUO INC | 18 | Q3 2023 | 5.5% |
| FIVE9 INC | 17 | Q3 2023 | 9.5% |
| COUPA SOFTWARE INC | 16 | Q4 2020 | 17.2% |
View Sylebra Capital Ltd's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| PureCycle Technologies, Inc. | August 29, 2023 | 29,193,256 | 17.8% |
| 8X8 INC /DE/ | May 26, 2023 | 14,389,476 | 12.4% |
| RingCentral, Inc. | May 26, 2023 | 7,437,154 | 8.7% |
| FREYR BatterySold out | March 10, 2023 | 0 | 0.0% |
| Opendoor Technologies Inc. | February 14, 2023 | 32,436,371 | 5.1% |
| PagSeguro Digital Ltd. | February 14, 2023 | 12,851,840 | 6.4% |
| TaskUs, Inc. | February 14, 2023 | 1,489,256 | 5.4% |
| RMG Acquisition Corp. II | September 09, 2021 | 5,500,000 | 15.9% |
| Alussa Energy Acquisition Corp. | August 10, 2021 | 10,000,000 | 34.8% |
| Aeva Technologies, Inc. | April 01, 2021 | 3,372,217 | 10.9% |
View Sylebra Capital Ltd's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2023-11-22 |
| 4 | 2023-11-21 |
| 4 | 2023-11-21 |
| 4 | 2023-11-20 |
| 4 | 2023-11-20 |
| SC 13D/A | 2023-11-17 |
| 4 | 2023-11-16 |
| 13F-HR | 2023-11-15 |
| 4 | 2023-11-15 |
| 4 | 2023-11-13 |
View Sylebra Capital Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.