Sylebra Capital 13F holdings, Q3 2020
Holdings as of September 30, 2020 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 29 US equity positions worth $3.3bn in its Q3 2020 13F filing. The largest position was ESTC at 16.3% of the reported book, followed by PAGS and ENPH. Against the Q2 2020 filing, it opened 7 new positions, added to 8 and reduced 12 among the top 29 holdings.
What did Sylebra Capital own in Q3 2020? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2020 |
|---|---|---|---|---|---|---|---|
| 1 | ESTC ELASTIC N V | Technology | 16.3% | $530.1m | 4,913,384 | -16% | reduced |
| 2 | PAGS PAGSEGURO DIGITAL LTD | Technology | 12.4% | $403.9m | 10,711,627 | -3% | reduced |
| 3 | ENPH ENPHASE ENERGY INC | Technology | 10.6% | $345.9m | 4,188,531 | 28% | added |
| 4 | LNWO SCIENTIFIC GAMES CORP | Consumer Cyclical | 9.2% | $300.9m | 8,619,044 | 0% | held |
| 5 | CHGG CHEGG INC | Consumer Defensive | 7.3% | $236.5m | 3,309,954 | 8% | added |
| 6 | EGHT 8X8 INC NEW | Technology | 6.4% | $207.3m | 13,331,513 | 12% | added |
| 7 | EVERBRIDGE INC | 6.1% | $198.8m | 1,580,919 | 5% | added | |
| 8 | COUPA SOFTWARE INC | 5.1% | $164.8m | 600,768 | -54% | reduced | |
| 9 | PI IMPINJ INC | Technology | 3.6% | $115.9m | 4,397,337 | 0% | held |
| 10 | AMD ADVANCED MICRO DEVICES INC | Technology | 3.5% | $114.3m | 1,394,340 | – | new |
| 11 | NOVAQ SUNNOVA ENERGY INTL INC. | 2.9% | $93.2m | 3,065,405 | – | new | |
| 12 | VNET 21VIANET GROUP INC | Technology | 2.4% | $78.2m | 3,378,375 | 27% | added |
| 13 | DOMO DOMO INC | Technology | 2.2% | $73.2m | 1,908,834 | -18% | reduced |
| 14 | JOYY JOYY INC | Communication Services | 1.9% | $61.4m | 761,715 | -33% | reduced |
| 15 | OSPN ONESPAN INC | Technology | 1.7% | $56.1m | 2,674,649 | 30% | added |
| 16 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 1.6% | $51.4m | 155,983 | – | new |
| 17 | CHINDATA GROUP HLDGS LTD | 1.3% | $41.6m | 2,565,752 | – | new | |
| 18 | RPAY REPAY HLDGS CORP | Technology | 1.2% | $40.3m | 1,715,943 | -19% | reduced |
| 19 | DOUYU INTERNATIONAL HLDNGS L | 1.0% | $32.7m | 2,476,110 | -1% | reduced | |
| 20 | DAO YOUDAO INC | Consumer Defensive | 0.9% | $30.0m | 1,159,327 | -1% | reduced |
| 21 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 0.7% | $22.8m | 48,401 | – | new |
| 22 | SWITCH INC | 0.5% | $17.8m | 1,143,140 | -82% | reduced | |
| 23 | FUTU FUTU HLDGS LTD | Financial Services | 0.4% | $11.6m | 406,787 | 39% | added |
| 24 | CHINA ONLINE ED GROUP | 0.3% | $10.2m | 534,910 | 2% | added | |
| 25 | ZENDESK INC | 0.3% | $9.6m | 92,806 | -8% | reduced | |
| 26 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 0.1% | $3.4m | 118,768 | – | new |
| 27 | DESPEGAR COM CORP | 0.0% | $1.5m | 235,548 | -57% | reduced | |
| 28 | GDRX GOODRX HLDGS INC | Healthcare | 0.0% | $834.0k | 15,000 | – | new |
| 29 | UNIT UNITI GROUP INC | Real Estate | 0.0% | $407.0k | 38,614 | -98% | 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.