Sylebra Capital 13F holdings, Q4 2019
Holdings as of December 31, 2019 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 26 US equity positions worth $2.5bn in its Q4 2019 13F filing. The largest position was COUPA SOFTWARE INC at 14.2% of the reported book, followed by PAGS and ESTC. Against the Q3 2019 filing, it opened 2 new positions, added to 14 and reduced 4 among the top 26 holdings.
What did Sylebra Capital own in Q4 2019? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2019 |
|---|---|---|---|---|---|---|---|
| 1 | COUPA SOFTWARE INC | 14.2% | $362.0m | 2,475,282 | -4% | reduced | |
| 2 | PAGS PAGSEGURO DIGITAL LTD | Technology | 11.3% | $288.5m | 8,444,348 | 15% | added |
| 3 | ESTC ELASTIC N V | Technology | 10.6% | $270.0m | 4,199,555 | 39% | added |
| 4 | LNWO SCIENTIFIC GAMES CORP | Consumer Cyclical | 9.1% | $230.8m | 8,619,044 | 0% | held |
| 5 | FIVN FIVE9 INC | Technology | 6.2% | $157.3m | 2,399,129 | 11% | added |
| 6 | CHGG CHEGG INC | Consumer Defensive | 5.1% | $129.5m | 3,415,326 | -2% | reduced |
| 7 | SWITCH INC | 4.6% | $117.0m | 7,897,874 | 4% | added | |
| 8 | WIX WIX COM LTD | Technology | 4.3% | $110.5m | 902,783 | 10% | added |
| 9 | PI IMPINJ INC | Technology | 4.3% | $109.4m | 4,231,582 | 0% | held |
| 10 | EVERBRIDGE INC | 4.1% | $104.4m | 1,337,148 | 56% | added | |
| 11 | EGHT 8X8 INC NEW | Technology | 3.7% | $93.6m | 5,114,579 | 15% | added |
| 12 | PDD PINDUODUO INC | Consumer Cyclical | 3.5% | $88.3m | 2,333,804 | -40% | reduced |
| 13 | TENB TENABLE HLDGS INC | Technology | 3.1% | $78.0m | 3,255,354 | 19% | added |
| 14 | EHTH EHEALTH INC | Financial Services | 3.0% | $75.6m | 786,852 | 61% | added |
| 15 | DOMO DOMO INC | Technology | 2.3% | $58.8m | 2,707,292 | 0% | held |
| 16 | LKNCY LUCKIN COFFEE INC | Consumer Cyclical | 2.2% | $56.1m | 1,424,888 | – | new |
| 17 | JOYY JOYY INC | Communication Services | 2.0% | $50.8m | 962,184 | – | new |
| 18 | HUYA HUYA INC | Communication Services | 1.8% | $45.6m | 2,541,534 | -20% | reduced |
| 19 | GOTU GSX TECHEDU INC | Consumer Defensive | 1.6% | $41.5m | 1,897,169 | 401% | added |
| 20 | DOUYU INTERNATIONAL HLDNGS L | 1.1% | $28.5m | 3,366,428 | 7% | added | |
| 21 | VNET 21VIANET GROUP INC | Technology | 0.8% | $20.9m | 2,878,267 | 5% | added |
| 22 | UNIT UNITI GROUP INC | Real Estate | 0.4% | $11.4m | 1,390,318 | 0% | held |
| 23 | GHG GREENTREE HOSPITALTY GROUP L | 0.4% | $10.1m | 922,352 | 1% | added | |
| 24 | PINS PINTEREST INC | Communication Services | 0.2% | $3.9m | 209,750 | 20% | added |
| 25 | CHINA ONLINE ED GROUP | 0.1% | $2.8m | 282,262 | -0% | held | |
| 26 | FENG PHOENIX NEW MEDIA LTD | Communication Services | 0.1% | $1.9m | 983,560 | 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.