Sylebra Capital 13F holdings, Q3 2017
Holdings as of September 30, 2017 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 18 US equity positions worth $1.2bn in its Q3 2017 13F filing. The largest position was LNWO at 34.3% of the reported book, followed by PI and PAYC. Against the Q2 2017 filing, it opened 4 new positions, added to 8 and reduced 4 among the top 18 holdings.
What did Sylebra Capital own in Q3 2017? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2017 |
|---|---|---|---|---|---|---|---|
| 1 | LNWO SCIENTIFIC GAMES CORP | Consumer Cyclical | 34.3% | $395.2m | 8,619,044 | 0% | held |
| 2 | PI IMPINJ INC | Technology | 10.6% | $122.2m | 2,936,851 | 0% | held |
| 3 | PAYC PAYCOM SOFTWARE INC | Technology | 10.5% | $120.3m | 1,605,452 | -34% | reduced |
| 4 | CHGG CHEGG INC | Consumer Defensive | 9.0% | $103.2m | 6,956,896 | 4% | added |
| 5 | ELLIE MAE INC | 7.3% | $83.6m | 1,018,041 | -7% | reduced | |
| 6 | COUPA SOFTWARE INC | 5.9% | $67.5m | 2,166,792 | 80% | added | |
| 7 | YRD YIRENDAI LTD | 5.0% | $57.8m | 1,377,270 | 61% | added | |
| 8 | CRTO CRITEO S A | 4.1% | $46.9m | 1,130,369 | 10% | added | |
| 9 | SHAK SHAKE SHACK INC | Consumer Cyclical | 2.9% | $33.3m | 1,001,849 | 3% | added |
| 10 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 2.0% | $22.5m | 130,348 | -48% | reduced |
| 11 | MULESOFT INC | 1.9% | $22.3m | 1,107,129 | 151% | added | |
| 12 | META FACEBOOK INC | Communication Services | 1.9% | $21.5m | 125,954 | -66% | reduced |
| 13 | MOMO INC | 1.7% | $20.1m | 640,841 | 108% | added | |
| 14 | CVNA CARVANA CO | Consumer Cyclical | 1.7% | $19.1m | 1,302,420 | 184% | added |
| 15 | FENG PHOENIX NEW MEDIA LTD | Communication Services | 0.5% | $5.6m | 953,617 | – | new |
| 16 | SIMO SILICON MOTION TECHNOLOGY CO | Technology | 0.4% | $4.7m | 98,101 | – | new |
| 17 | CHINA ONLINE ED GROUP | 0.4% | $4.4m | 306,778 | – | new | |
| 18 | ROKU ROKU INC | Communication Services | 0.0% | $531.0k | 20,000 | – | 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.