Sylebra Capital 13F holdings, Q3 2019
Holdings as of September 30, 2019 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 27 US equity positions worth $2.3bn in its Q3 2019 13F filing. The largest position was PAGS at 14.9% of the reported book, followed by COUPA SOFTWARE INC and ESTC. Against the Q2 2019 filing, it opened 3 new positions, added to 12 and reduced 6 among the top 27 holdings.
What did Sylebra Capital own in Q3 2019? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2019 |
|---|---|---|---|---|---|---|---|
| 1 | PAGS PAGSEGURO DIGITAL LTD | Technology | 14.9% | $340.9m | 7,360,799 | 2% | added |
| 2 | COUPA SOFTWARE INC | 14.6% | $334.6m | 2,582,179 | -6% | reduced | |
| 3 | ESTC ELASTIC N V | Technology | 10.8% | $248.3m | 3,015,112 | 67% | added |
| 4 | LNWO SCIENTIFIC GAMES CORP | Consumer Cyclical | 7.7% | $175.4m | 8,619,044 | 0% | held |
| 5 | PI IMPINJ INC | Technology | 5.7% | $130.5m | 4,231,582 | 0% | held |
| 6 | PDD PINDUODUO INC | Consumer Cyclical | 5.5% | $125.7m | 3,901,215 | 11% | added |
| 7 | SWITCH INC | 5.2% | $118.1m | 7,562,371 | -1% | reduced | |
| 8 | FIVN FIVE9 INC | Technology | 5.1% | $116.3m | 2,163,247 | 5% | added |
| 9 | CHGG CHEGG INC | Consumer Defensive | 4.6% | $104.3m | 3,482,917 | -2% | reduced |
| 10 | WIX WIX COM LTD | Technology | 4.2% | $95.7m | 820,136 | 5% | added |
| 11 | EGHT 8X8 INC NEW | Technology | 4.0% | $92.2m | 4,450,425 | 5% | added |
| 12 | HUYA HUYA INC | Communication Services | 3.3% | $75.0m | 3,172,039 | 9% | added |
| 13 | TENB TENABLE HLDGS INC | Technology | 2.7% | $61.1m | 2,731,792 | 7% | added |
| 14 | EVERBRIDGE INC | 2.3% | $53.0m | 858,422 | 5% | added | |
| 15 | YY INC | 2.1% | $47.0m | 835,128 | 159% | added | |
| 16 | DOMO DOMO INC | Technology | 1.9% | $43.3m | 2,707,292 | 6% | added |
| 17 | EHTH EHEALTH INC | Financial Services | 1.4% | $32.6m | 487,982 | – | new |
| 18 | DOUYU INTERNATIONAL HLDNGS L | 1.1% | $25.7m | 3,139,171 | – | new | |
| 19 | VNET 21VIANET GROUP INC | Technology | 0.9% | $20.9m | 2,749,322 | 3% | added |
| 20 | OPTU ALTICE USA INC | Communication Services | 0.5% | $11.2m | 391,635 | -88% | reduced |
| 21 | UNIT UNITI GROUP INC | Real Estate | 0.5% | $10.8m | 1,390,318 | 0% | held |
| 22 | GHG GREENTREE HOSPITALTY GROUP L | 0.4% | $9.2m | 917,532 | 0% | held | |
| 23 | GOTU GSX TECHEDU INC | Consumer Defensive | 0.3% | $5.8m | 378,300 | -58% | reduced |
| 24 | PINS PINTEREST INC | Communication Services | 0.2% | $4.6m | 175,000 | 0% | held |
| 25 | FENG PHOENIX NEW MEDIA LTD | Communication Services | 0.1% | $2.5m | 983,560 | 0% | held |
| 26 | CHINA ONLINE ED GROUP | 0.1% | $2.1m | 282,962 | -1% | reduced | |
| 27 | DDOG DATADOG INC | Technology | 0.1% | $1.7m | 50,000 | – | 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.