Sylebra Capital 13F holdings, Q4 2014
Holdings as of December 31, 2014 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 9 US equity positions worth $213.0m in its Q4 2014 13F filing. The largest position was Ellie Mae Inc at 36.7% of the reported book, followed by VIPS and QIW.
What did Sylebra Capital own in Q4 2014? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | Ellie Mae Inc | 36.7% | $78.2m | 1,939,783 | – | ||
| 2 | VIPS Vipshop Holdings Ltd | Consumer Cyclical | 26.6% | $56.7m | 2,901,119 | – | |
| 3 | QIW QIWI plc | 14.9% | $31.8m | 1,574,566 | – | ||
| 4 | BABA Alibaba Group Holding Ltd | Consumer Cyclical | 6.6% | $14.1m | 135,486 | – | |
| 5 | Google Inc | 5.2% | $11.0m | 20,922 | – | ||
| 6 | RetailMeNot Inc | 3.7% | $7.8m | 536,969 | – | ||
| 7 | MLCO Melco Crown Entertainment Ltd | Consumer Cyclical | 3.5% | $7.5m | 297,164 | – | |
| 8 | Qihoo 360 Technology Co Ltd | 2.0% | $4.2m | 1,298,131 | – | ||
| 9 | Cnova NV | 0.7% | $1.6m | 196,682 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.