Sylebra Capital 13F holdings, Q1 2019
Holdings as of March 31, 2019 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 24 US equity positions worth $1.7bn in its Q1 2019 13F filing. The largest position was COUPA SOFTWARE INC at 16.6% of the reported book, followed by PAGS and LNWO. Against the Q4 2018 filing, it opened 4 new positions, added to 12 and reduced 4 among the top 24 holdings.
What did Sylebra Capital own in Q1 2019? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2018 |
|---|---|---|---|---|---|---|---|
| 1 | COUPA SOFTWARE INC | 16.6% | $281.8m | 3,097,674 | -13% | reduced | |
| 2 | PAGS PAGSEGURO DIGITAL LTD | Technology | 12.7% | $215.3m | 7,214,422 | 35% | added |
| 3 | LNWO SCIENTIFIC GAMES CORP | Consumer Cyclical | 10.4% | $176.0m | 8,619,044 | 0% | held |
| 4 | WIX WIX COM LTD | Technology | 8.3% | $140.3m | 1,161,506 | 76% | added |
| 5 | CHGG CHEGG INC | Consumer Defensive | 7.9% | $134.6m | 3,530,741 | -49% | reduced |
| 6 | FIVN FIVE9 INC | Technology | 6.4% | $108.3m | 2,050,739 | 5% | added |
| 7 | DOMO DOMO INC | Technology | 6.1% | $103.4m | 2,562,689 | 7% | added |
| 8 | SWITCH INC | 5.1% | $86.8m | 8,420,525 | 6% | added | |
| 9 | OPTU ALTICE USA INC | Communication Services | 5.0% | $84.9m | 3,951,109 | 0% | held |
| 10 | HUYA HUYA INC | Communication Services | 4.7% | $79.8m | 2,836,867 | 83% | added |
| 11 | PI IMPINJ INC | Technology | 4.2% | $70.9m | 4,231,582 | 0% | held |
| 12 | TENB TENABLE HLDGS INC | Technology | 3.7% | $62.5m | 1,974,843 | 592% | added |
| 13 | PDD PINDUODUO INC | Consumer Cyclical | 1.7% | $28.0m | 1,127,939 | – | new |
| 14 | ELLIE MAE INC | 1.5% | $25.3m | 256,616 | -80% | reduced | |
| 15 | EVERBRIDGE INC | 1.0% | $17.5m | 233,598 | – | new | |
| 16 | UNIT UNITI GROUP INC | Real Estate | 0.9% | $15.6m | 1,390,318 | 5% | added |
| 17 | VNET 21VIANET GROUP INC | Technology | 0.8% | $13.0m | 1,642,503 | 120% | added |
| 18 | GHG GREENTREE HOSPITALTY GROUP L | 0.7% | $12.7m | 916,532 | 21% | added | |
| 19 | SE SEA LTD | Consumer Cyclical | 0.7% | $11.8m | 500,000 | – | new |
| 20 | YY INC | 0.6% | $9.9m | 117,327 | -49% | reduced | |
| 21 | ESTC ELASTIC N V | Technology | 0.4% | $7.5m | 93,365 | 270% | added |
| 22 | FENG PHOENIX NEW MEDIA LTD | Communication Services | 0.2% | $4.1m | 983,560 | 4% | added |
| 23 | EGHT 8X8 INC NEW | Technology | 0.2% | $2.9m | 143,701 | – | new |
| 24 | CHINA ONLINE ED GROUP | 0.1% | $1.8m | 285,862 | 0% | held |
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.