Sylebra Capital 13F holdings, Q4 2020
Holdings as of December 31, 2020 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 26 US equity positions worth $3.9bn in its Q4 2020 13F filing. The largest position was ESTC at 17.5% of the reported book, followed by PAGS and EGHT. Against the Q3 2020 filing, it opened 6 new positions, added to 9 and reduced 9 among the top 26 holdings.
What did Sylebra Capital own in Q4 2020? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2020 |
|---|---|---|---|---|---|---|---|
| 1 | ESTC ELASTIC N V | Technology | 17.5% | $687.6m | 4,705,317 | -4% | reduced |
| 2 | PAGS PAGSEGURO DIGITAL LTD | Technology | 16.5% | $648.8m | 11,406,517 | 6% | added |
| 3 | EGHT 8X8 INC NEW | Technology | 11.7% | $461.3m | 13,381,513 | 0% | held |
| 4 | AMD ADVANCED MICRO DEVICES INC | Technology | 9.1% | $358.8m | 3,912,302 | 181% | added |
| 5 | ENPH ENPHASE ENERGY INC | Technology | 8.8% | $346.2m | 1,972,937 | -53% | reduced |
| 6 | EVERBRIDGE INC | 6.7% | $263.4m | 1,766,872 | 12% | added | |
| 7 | CHGG CHEGG INC | Consumer Defensive | 6.3% | $248.7m | 2,753,233 | -17% | reduced |
| 8 | PI IMPINJ INC | Technology | 4.7% | $184.1m | 4,397,337 | 0% | held |
| 9 | NOVAQ SUNNOVA ENERGY INTL INC. | 2.5% | $99.0m | 2,192,812 | -28% | reduced | |
| 10 | VNET 21VIANET GROUP INC | Technology | 2.4% | $96.1m | 2,769,888 | -18% | reduced |
| 11 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 2.2% | $87.7m | 1,914,222 | 1512% | added |
| 12 | CHINDATA GROUP HLDGS LTD | 2.2% | $85.9m | 3,586,190 | 40% | added | |
| 13 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 2.0% | $80.6m | 231,567 | 48% | added |
| 14 | FUTU FUTU HLDGS LTD | Financial Services | 1.6% | $61.1m | 1,335,910 | 228% | added |
| 15 | OSPN ONESPAN INC | Technology | 1.0% | $39.3m | 1,900,605 | -29% | reduced |
| 16 | PDD PINDUODUO INC | Consumer Cyclical | 0.8% | $32.3m | 181,979 | – | new |
| 17 | DAO YOUDAO INC | Consumer Defensive | 0.8% | $31.1m | 1,171,204 | 1% | added |
| 18 | INTERPRIVATE ACQUISITION COR | 0.7% | $27.4m | 1,883,561 | – | new | |
| 19 | RPAY REPAY HLDGS CORP | Technology | 0.5% | $21.7m | 794,625 | -54% | reduced |
| 20 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 0.5% | $19.2m | 56,870 | 17% | added |
| 21 | CHINA ONLINE ED GROUP | 0.4% | $14.3m | 527,976 | -1% | reduced | |
| 22 | YATSEN HLDG LTD | 0.3% | $12.9m | 760,432 | – | new | |
| 23 | 17 ED & TECHNOLOGY GROUP INC | 0.3% | $12.8m | 1,000,000 | – | new | |
| 24 | COUPA SOFTWARE INC | 0.3% | $10.8m | 32,007 | -95% | reduced | |
| 25 | IH IHUMAN INC | 0.2% | $7.2m | 395,103 | – | new | |
| 26 | SOUTH MTN MERGER CORP | 0.0% | $980.0k | 60,756 | – | 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.