Sylebra Capital 13F holdings, Q2 2015
Holdings as of June 30, 2015 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 14 US equity positions worth $884.9m in its Q2 2015 13F filing. The largest position was Qihoo 360 Technology Co Ltd at 25.0% of the reported book, followed by VIPS and Ellie Mae Inc. Against the Q1 2015 filing, it opened 2 new positions, added to 11 and reduced 1 among the top 14 holdings.
What did Sylebra Capital own in Q2 2015? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2015 |
|---|---|---|---|---|---|---|---|
| 1 | Qihoo 360 Technology Co Ltd | 25.0% | $221.6m | 1,673,916 | 32% | added | |
| 2 | VIPS Vipshop Holdings Ltd | Consumer Cyclical | 12.6% | $111.5m | 5,009,864 | 38% | added |
| 3 | Ellie Mae Inc | 12.6% | $111.2m | 1,592,968 | 5% | added | |
| 4 | LNWO Scientific Games Corp | Consumer Cyclical | 12.4% | $109.5m | 7,047,206 | 475% | added |
| 5 | QIW QIWI plc | 10.8% | $95.8m | 3,416,969 | 76% | added | |
| 6 | Pandora Media Inc | 6.3% | $55.7m | 3,583,502 | 24% | added | |
| 7 | META Facebook Inc | Communication Services | 5.1% | $44.8m | 521,840 | – | new |
| 8 | ATHM Autohome Inc | Communication Services | 3.9% | $34.9m | 689,815 | 101% | added |
| 9 | Qunar Cayman Islands Ltd | 3.5% | $31.1m | 725,452 | -29% | reduced | |
| 10 | BABA Alibaba Group Holding Ltd | Consumer Cyclical | 2.7% | $23.7m | 288,093 | 58% | added |
| 11 | CHGG Chegg Inc | Consumer Defensive | 2.0% | $17.9m | 2,282,223 | – | new |
| 12 | MakeMyTrip Ltd | 1.8% | $15.8m | 802,188 | 40% | added | |
| 13 | Cnova NV | 0.7% | $6.5m | 1,170,799 | 3% | added | |
| 14 | MOBL MobileIron Inc | 0.6% | $5.1m | 856,732 | 72% | added |
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.