Sylebra Capital 13F holdings, Q1 2015
Holdings as of March 31, 2015 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 13 US equity positions worth $520.4m in its Q1 2015 13F filing. The largest position was Qihoo 360 Technology Co Ltd at 24.3% of the reported book, followed by VIPS and Ellie Mae Inc. Against the Q4 2014 filing, it opened 7 new positions, added to 4 and reduced 2 among the top 13 holdings.
What did Sylebra Capital own in Q1 2015? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2014 |
|---|---|---|---|---|---|---|---|
| 1 | Qihoo 360 Technology Co Ltd | 24.3% | $126.4m | 1,271,449 | -2% | reduced | |
| 2 | VIPS Vipshop Holdings Ltd | Consumer Cyclical | 20.5% | $106.5m | 3,617,370 | 25% | added |
| 3 | Ellie Mae Inc | 16.2% | $84.1m | 1,520,572 | -22% | reduced | |
| 4 | Pandora Media Inc | 9.0% | $46.9m | 2,890,958 | – | new | |
| 5 | QIW QIWI plc | 9.0% | $46.6m | 1,939,862 | 23% | added | |
| 6 | Qunar Cayman Islands Ltd | 8.1% | $42.3m | 1,025,295 | – | new | |
| 7 | BABA Alibaba Group Holding Ltd | Consumer Cyclical | 2.9% | $15.2m | 182,319 | 35% | added |
| 8 | ATHM Autohome Inc | Communication Services | 2.9% | $15.1m | 343,547 | – | new |
| 9 | LNWO Scientific Games Corp | Consumer Cyclical | 2.5% | $12.8m | 1,226,187 | – | new |
| 10 | MakeMyTrip Ltd | 2.4% | $12.6m | 573,647 | – | new | |
| 11 | Cnova NV | 1.4% | $7.2m | 1,141,387 | 480% | added | |
| 12 | MOBL MobileIron Inc | 0.9% | $4.6m | 498,826 | – | new | |
| 13 | 58.com Inc | 0.0% | $169.0k | 3,200 | – | new |
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.