$2.16 Billion is the total value of Sylebra Capital Ltd's 25 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| COUP | Sell | COUPA SOFTWARE INC | $347,210,000 | +23.2% | 2,742,357 | -11.5% | 16.09% | -3.3% |
| PAGS | Buy | PAGSEGURO DIGITAL LTD | $282,071,000 | +31.0% | 7,238,166 | +0.3% | 13.07% | +2.8% |
| SGMS | SCIENTIFIC GAMES CORP | $170,829,000 | -2.9% | 8,619,044 | 0.0% | 7.91% | -23.8% | |
| CHGG | Buy | CHEGG INC | $136,713,000 | +1.6% | 3,542,705 | +0.3% | 6.33% | -20.2% |
| ESTC | Buy | ELASTIC N V | $134,708,000 | +1706.5% | 1,804,283 | +1832.5% | 6.24% | +1318.4% |
| PI | IMPINJ INC | $121,108,000 | +70.8% | 4,231,582 | 0.0% | 5.61% | +34.1% | |
| WIX | Sell | WIX COM LTD | $110,993,000 | -20.9% | 781,088 | -32.8% | 5.14% | -37.9% |
| FIVN | Buy | FIVE9 INC | $105,520,000 | -2.6% | 2,057,330 | +0.3% | 4.89% | -23.5% |
| EGHT | Buy | 8X8 INC NEW | $102,149,000 | +3418.7% | 4,238,543 | +2849.6% | 4.73% | +2667.3% |
| SWCH | Sell | SWITCH INCcl a | $99,889,000 | +15.1% | 7,630,953 | -9.4% | 4.63% | -9.7% |
| ATUS | Sell | ALTICE USA INCcl a | $81,740,000 | -3.7% | 3,356,879 | -15.0% | 3.79% | -24.4% |
| EVBG | Buy | EVERBRIDGE INC | $73,426,000 | +319.1% | 821,140 | +251.5% | 3.40% | +229.0% |
| TENB | Buy | TENABLE HLDGS INC | $72,894,000 | +16.6% | 2,554,108 | +29.3% | 3.38% | -8.5% |
| PDD | Buy | PINDUODUO INCsponsored ads | $72,230,000 | +158.2% | 3,501,215 | +210.4% | 3.35% | +102.7% |
| HUYA | Buy | HUYA INC | $72,128,000 | -9.6% | 2,918,969 | +2.9% | 3.34% | -29.0% |
| DOMO | DOMO INC | $70,013,000 | -32.3% | 2,562,689 | 0.0% | 3.24% | -46.8% | |
| YY | Buy | YY INCsponsored ads a | $22,478,000 | +128.0% | 322,548 | +174.9% | 1.04% | +78.9% |
| VNET | Buy | 21VIANET GROUP INCsponsored ads a | $20,833,000 | +59.8% | 2,674,318 | +62.8% | 0.96% | +25.3% |
| SE | SEA LTDsponsored ads | $16,610,000 | +41.2% | 500,000 | 0.0% | 0.77% | +11.0% | |
| UNIT | UNITI GROUP INC | $13,208,000 | -15.1% | 1,390,318 | 0.0% | 0.61% | -33.3% | |
| GHG | Buy | GREENTREE HOSPITALTY GROUP Lsponsored ads | $11,928,000 | -5.9% | 917,532 | +0.1% | 0.55% | -26.1% |
| GOTU | New | GSX TECHEDU INCsponsored ads | $9,711,000 | – | 900,000 | +100.0% | 0.45% | – |
| PINS | New | PINTEREST INCcl a | $4,764,000 | – | 175,000 | +100.0% | 0.22% | – |
| FENG | PHOENIX NEW MEDIA LTDsponsored ads | $3,197,000 | -22.8% | 983,560 | 0.0% | 0.15% | -39.3% | |
| COE | CHINA ONLINE ED GROUPsponsored adr | $2,155,000 | +19.7% | 285,862 | 0.0% | 0.10% | -5.7% | |
| ELLI | Exit | ELLIE MAE INC | $0 | – | -256,616 | -100.0% | -1.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-15
Signatures
The EDGAR filing(s) were signed by:
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.