Sylebra Capital 13F holdings, Q2 2020
Holdings as of June 30, 2020 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 33 US equity positions worth $3.2bn in its Q2 2020 13F filing. The largest position was ESTC at 16.7% of the reported book, followed by PAGS and COUPA SOFTWARE INC. Against the Q4 2019 filing, it opened 12 new positions, added to 8 and reduced 12 among the top 33 holdings.
What did Sylebra Capital own in Q2 2020? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2019 |
|---|---|---|---|---|---|---|---|
| 1 | ESTC ELASTIC N V | Technology | 16.7% | $537.0m | 5,823,266 | 39% | added |
| 2 | PAGS PAGSEGURO DIGITAL LTD | Technology | 12.1% | $388.4m | 10,989,797 | 30% | added |
| 3 | COUPA SOFTWARE INC | 11.3% | $363.1m | 1,310,503 | -47% | reduced | |
| 4 | EVERBRIDGE INC | 6.5% | $208.5m | 1,507,275 | 13% | added | |
| 5 | CHGG CHEGG INC | Consumer Defensive | 6.4% | $205.3m | 3,052,169 | -11% | reduced |
| 6 | EGHT 8X8 INC NEW | Technology | 5.9% | $190.8m | 11,927,774 | 133% | added |
| 7 | ENPH ENPHASE ENERGY INC | Technology | 4.9% | $156.2m | 3,284,224 | – | new |
| 8 | LNWO SCIENTIFIC GAMES CORP | Consumer Cyclical | 4.2% | $133.2m | 8,619,044 | 0% | held |
| 9 | PI IMPINJ INC | Technology | 3.8% | $120.8m | 4,397,337 | 4% | added |
| 10 | SEDG SOLAREDGE TECHNOLOGIES INC | Technology | 3.6% | $116.1m | 836,489 | – | new |
| 11 | SWITCH INC | 3.5% | $111.5m | 6,254,974 | -21% | reduced | |
| 12 | JOYY JOYY INC | Communication Services | 3.2% | $101.2m | 1,143,326 | 19% | added |
| 13 | DOMO DOMO INC | Technology | 2.3% | $75.0m | 2,330,478 | -14% | reduced |
| 14 | TENB TENABLE HLDGS INC | Technology | 2.1% | $66.0m | 2,214,370 | -32% | reduced |
| 15 | VNET 21VIANET GROUP INC | Technology | 2.0% | $63.6m | 2,665,192 | -7% | reduced |
| 16 | OSPN ONESPAN INC | Technology | 1.8% | $57.3m | 2,050,241 | – | new |
| 17 | RPAY REPAY HLDGS CORP | Technology | 1.6% | $52.1m | 2,113,618 | – | new |
| 18 | DAO YOUDAO INC | Consumer Defensive | 1.4% | $43.7m | 1,166,363 | – | new |
| 19 | PDD PINDUODUO INC | Consumer Cyclical | 1.2% | $39.0m | 454,749 | -81% | reduced |
| 20 | EAT BRINKER INTL INC | Consumer Cyclical | 1.1% | $35.7m | 1,485,438 | – | new |
| 21 | DOUYU INTERNATIONAL HLDNGS L | 0.9% | $28.7m | 2,489,602 | -26% | reduced | |
| 22 | FIVN FIVE9 INC | Technology | 0.8% | $25.3m | 228,320 | -90% | reduced |
| 23 | MSGN MSG NETWORK INC | 0.5% | $16.4m | 1,644,293 | – | new | |
| 24 | UNIT UNITI GROUP INC | Real Estate | 0.5% | $16.2m | 1,733,856 | 25% | added |
| 25 | HUYA HUYA INC | Communication Services | 0.4% | $13.7m | 733,588 | -71% | reduced |
| 26 | CHINA ONLINE ED GROUP | 0.4% | $13.4m | 523,278 | 85% | added | |
| 27 | ZENDESK INC | 0.3% | $8.9m | 100,884 | – | new | |
| 28 | FUTU FUTU HLDGS LTD | Financial Services | 0.2% | $6.9m | 291,728 | – | new |
| 29 | GHG GREENTREE HOSPITALTY GROUP L | 0.1% | $4.4m | 328,966 | -64% | reduced | |
| 30 | DESPEGAR COM CORP | 0.1% | $4.0m | 553,633 | – | new | |
| 31 | OPEN LENDING CORP | 0.1% | $3.7m | 242,580 | – | new | |
| 32 | API AGORA INC | Technology | 0.1% | $3.1m | 70,000 | – | new |
| 33 | FENG PHOENIX NEW MEDIA LTD | Communication Services | 0.0% | $728.0k | 491,869 | -50% | reduced |
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.