$3.25 Billion is the total value of Sylebra Capital Ltd's 29 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 87.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ENPH | Buy | ENPHASE ENERGY INC | $345,931,000 | +121.4% | 4,188,531 | +27.5% | 10.63% | +118.4% |
| CHGG | Buy | CHEGG INC | $236,463,000 | +15.2% | 3,309,954 | +8.4% | 7.26% | +13.6% |
| EGHT | Buy | 8X8 INC NEW | $207,305,000 | +8.6% | 13,331,513 | +11.8% | 6.37% | +7.1% |
| EVBG | Buy | EVERBRIDGE INC | $198,769,000 | -4.7% | 1,580,919 | +4.9% | 6.11% | -6.0% |
| AMD | New | ADVANCED MICRO DEVICES INC | $114,322,000 | – | 1,394,340 | +100.0% | 3.51% | – |
| NOVA | New | SUNNOVA ENERGY INTL INC. | $93,219,000 | – | 3,065,405 | +100.0% | 2.86% | – |
| VNET | Buy | 21VIANET GROUP INCsponsored ads a | $78,243,000 | +23.0% | 3,378,375 | +26.8% | 2.40% | +21.4% |
| OSPN | Buy | ONESPAN INC | $56,061,000 | -2.1% | 2,674,649 | +30.5% | 1.72% | -3.5% |
| LULU | New | LULULEMON ATHLETICA INC | $51,376,000 | – | 155,983 | +100.0% | 1.58% | – |
| CD | New | CHINDATA GROUP HLDGS LTDads | $41,642,000 | – | 2,565,752 | +100.0% | 1.28% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $22,754,000 | – | 48,401 | +100.0% | 0.70% | – |
| FUTU | Buy | FUTU HLDGS LTDspon ads cl a | $11,642,000 | +68.6% | 406,787 | +39.4% | 0.36% | +66.5% |
| COE | Buy | CHINA ONLINE ED GROUPsponsored adr | $10,201,000 | -24.1% | 534,910 | +2.2% | 0.31% | -25.3% |
| LSCC | New | LATTICE SEMICONDUCTOR CORP | $3,440,000 | – | 118,768 | +100.0% | 0.11% | – |
| GDRX | New | GOODRX HLDGS INC | $834,000 | – | 15,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.