Sylebra Capital 13F holdings, Q1 2021
Holdings as of March 31, 2021 · filings on SEC EDGAR · latest filing →
Sylebra Capital disclosed 25 US equity positions worth $3.9bn in its Q1 2021 13F filing. The largest position was ESTC at 14.5% of the reported book, followed by PAGS and PCT. Against the Q4 2020 filing, it opened 6 new positions, added to 9 and reduced 9 among the top 25 holdings.
What did Sylebra Capital own in Q1 2021? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2020 |
|---|---|---|---|---|---|---|---|
| 1 | ESTC ELASTIC N V | Technology | 14.5% | $561.4m | 5,048,948 | 7% | added |
| 2 | PAGS PAGSEGURO DIGITAL LTD | Technology | 11.7% | $452.4m | 9,771,293 | -14% | reduced |
| 3 | PCT PURECYCLE TECHNOLOGIES INC | Industrials | 11.3% | $438.2m | 17,182,391 | – | new |
| 4 | EGHT 8X8 INC NEW | Technology | 10.7% | $413.7m | 12,753,228 | -5% | reduced |
| 5 | AMD ADVANCED MICRO DEVICES INC | Technology | 8.6% | $334.3m | 4,258,210 | 9% | added |
| 6 | PI IMPINJ INC | Technology | 6.5% | $250.1m | 4,397,337 | 0% | held |
| 7 | AEVA AEVA TECHNOLOGIES INC | 6.1% | $237.6m | 20,479,320 | – | new | |
| 8 | EVERBRIDGE INC | 5.9% | $229.1m | 1,890,889 | 7% | added | |
| 9 | CHGG CHEGG INC | Consumer Defensive | 3.6% | $140.8m | 1,644,037 | -40% | reduced |
| 10 | ENPH ENPHASE ENERGY INC | Technology | 3.3% | $128.2m | 790,736 | -60% | reduced |
| 11 | FUTU FUTU HLDGS LTD | Financial Services | 3.1% | $121.6m | 765,469 | -43% | reduced |
| 12 | LSCC LATTICE SEMICONDUCTOR CORP | Technology | 2.6% | $101.1m | 2,244,729 | 17% | added |
| 13 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 1.9% | $73.9m | 241,025 | 4% | added |
| 14 | VNET 21VIANET GROUP INC | Technology | 1.6% | $62.6m | 1,939,235 | -30% | reduced |
| 15 | CHINDATA GROUP HLDGS LTD | 1.6% | $62.5m | 3,777,937 | 5% | added | |
| 16 | YATSEN HLDG LTD | 1.5% | $57.3m | 4,641,810 | 510% | added | |
| 17 | NOVAQ SUNNOVA ENERGY INTL INC. | 1.2% | $46.1m | 1,128,898 | -49% | reduced | |
| 18 | PDD PINDUODUO INC | Consumer Cyclical | 0.9% | $34.7m | 258,935 | 42% | added |
| 19 | DAO YOUDAO INC | Consumer Defensive | 0.8% | $31.3m | 1,312,403 | 12% | added |
| 20 | OPEN OPENDOOR TECHNOLOGIES INC | Real Estate | 0.8% | $29.2m | 1,376,748 | – | new |
| 21 | MYT NETHERLANDS PARENT B V | 0.5% | $19.5m | 689,017 | – | new | |
| 22 | ZHIHU INC | 0.5% | $19.5m | 2,400,000 | – | new | |
| 23 | OSPN ONESPAN INC | Technology | 0.4% | $16.2m | 662,939 | -65% | reduced |
| 24 | CHINA ONLINE ED GROUP | 0.2% | $8.3m | 409,413 | -22% | reduced | |
| 25 | CLOOPEN GROUP HOLDING LIMITE | 0.0% | $1.1m | 83,181 | – | 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.