Sylebra Capital 13F holdings, Q2 2019
Holdings as of June 30, 2019 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 25 US equity positions worth $2.2bn in its Q2 2019 13F filing. The largest position was COUPA SOFTWARE INC at 16.1% of the reported book, followed by PAGS and LNWO. Against the Q1 2019 filing, it opened 2 new positions, added to 8 and reduced 4 among the top 25 holdings.
What did Sylebra Capital own in Q2 2019? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2019 |
|---|---|---|---|---|---|---|---|
| 1 | COUPA SOFTWARE INC | 16.1% | $347.2m | 2,742,357 | -11% | reduced | |
| 2 | PAGS PAGSEGURO DIGITAL LTD | Technology | 13.1% | $282.1m | 7,238,166 | 0% | held |
| 3 | LNWO SCIENTIFIC GAMES CORP | Consumer Cyclical | 7.9% | $170.8m | 8,619,044 | 0% | held |
| 4 | CHGG CHEGG INC | Consumer Defensive | 6.3% | $136.7m | 3,542,705 | 0% | held |
| 5 | ESTC ELASTIC N V | Technology | 6.2% | $134.7m | 1,804,283 | 1833% | added |
| 6 | PI IMPINJ INC | Technology | 5.6% | $121.1m | 4,231,582 | 0% | held |
| 7 | WIX WIX COM LTD | Technology | 5.1% | $111.0m | 781,088 | -33% | reduced |
| 8 | FIVN FIVE9 INC | Technology | 4.9% | $105.5m | 2,057,330 | 0% | held |
| 9 | EGHT 8X8 INC NEW | Technology | 4.7% | $102.1m | 4,238,543 | 2850% | added |
| 10 | SWITCH INC | 4.6% | $99.9m | 7,630,953 | -9% | reduced | |
| 11 | OPTU ALTICE USA INC | Communication Services | 3.8% | $81.7m | 3,356,879 | -15% | reduced |
| 12 | EVERBRIDGE INC | 3.4% | $73.4m | 821,140 | 252% | added | |
| 13 | TENB TENABLE HLDGS INC | Technology | 3.4% | $72.9m | 2,554,108 | 29% | added |
| 14 | PDD PINDUODUO INC | Consumer Cyclical | 3.3% | $72.2m | 3,501,215 | 210% | added |
| 15 | HUYA HUYA INC | Communication Services | 3.3% | $72.1m | 2,918,969 | 3% | added |
| 16 | DOMO DOMO INC | Technology | 3.2% | $70.0m | 2,562,689 | 0% | held |
| 17 | YY INC | 1.0% | $22.5m | 322,548 | 175% | added | |
| 18 | VNET 21VIANET GROUP INC | Technology | 1.0% | $20.8m | 2,674,318 | 63% | added |
| 19 | SE SEA LTD | Consumer Cyclical | 0.8% | $16.6m | 500,000 | 0% | held |
| 20 | UNIT UNITI GROUP INC | Real Estate | 0.6% | $13.2m | 1,390,318 | 0% | held |
| 21 | GHG GREENTREE HOSPITALTY GROUP L | 0.6% | $11.9m | 917,532 | 0% | held | |
| 22 | GOTU GSX TECHEDU INC | Consumer Defensive | 0.4% | $9.7m | 900,000 | – | new |
| 23 | PINS PINTEREST INC | Communication Services | 0.2% | $4.8m | 175,000 | – | new |
| 24 | FENG PHOENIX NEW MEDIA LTD | Communication Services | 0.1% | $3.2m | 983,560 | 0% | held |
| 25 | CHINA ONLINE ED GROUP | 0.1% | $2.2m | 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.