Sylebra Capital Ltd Buys Altice USA Inc, Elastic NV, Repay Holdings Corp, Sells Wix.com, Luckin Coffee Inc, eHealth Inc

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May 18, 2020
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Investment company Sylebra Capital Ltd (Current Portfolio) buys Altice USA Inc, Elastic NV, Repay Holdings Corp, 8x8 Inc, JOYY Inc, sells Wix.com, Luckin Coffee Inc, eHealth Inc, Five9 Inc, Pinduoduo Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Sylebra Capital Ltd. As of 2020Q1, Sylebra Capital Ltd owns 30 stocks with a total value of $2.4 billion. These are the details of the buys and sells.

For the details of Sylebra Capital Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/sylebra+capital+ltd/current-portfolio/portfolio

These are the top 5 holdings of Sylebra Capital Ltd
  1. Elastic NV (ESTC) - 5,783,588 shares, 13.22% of the total portfolio. Shares added by 37.72%
  2. Coupa Software Inc (COUP) - 2,180,657 shares, 12.48% of the total portfolio. Shares reduced by 11.9%
  3. PagSeguro Digital Ltd (PAGS) - 10,723,400 shares, 8.49% of the total portfolio. Shares added by 26.99%
  4. Everbridge Inc (EVBG) - 1,584,689 shares, 6.90% of the total portfolio. Shares added by 18.51%
  5. Five9 Inc (FIVN) - 1,780,276 shares, 5.57% of the total portfolio. Shares reduced by 25.79%
New Purchase: Altice USA Inc (ATUS)

Sylebra Capital Ltd initiated holding in Altice USA Inc. The purchase prices were between $17.2 and $29.55, with an estimated average price of $26.21. The stock is now traded at around $23.05. The impact to a portfolio due to this purchase was 3.72%. The holding were 4,070,069 shares as of .

New Purchase: Repay Holdings Corp (RPAY)

Sylebra Capital Ltd initiated holding in Repay Holdings Corp. The purchase prices were between $11.35 and $19.4, with an estimated average price of $16.39. The stock is now traded at around $19.99. The impact to a portfolio due to this purchase was 2.23%. The holding were 3,792,922 shares as of .

New Purchase: Datadog Inc (DDOG)

Sylebra Capital Ltd initiated holding in Datadog Inc. The purchase prices were between $28.96 and $50.01, with an estimated average price of $41.25. The stock is now traded at around $67.16. The impact to a portfolio due to this purchase was 0.97%. The holding were 659,018 shares as of .

New Purchase: Enphase Energy Inc (ENPH)

Sylebra Capital Ltd initiated holding in Enphase Energy Inc. The purchase prices were between $23.99 and $59.09, with an estimated average price of $37.47. The stock is now traded at around $58.38. The impact to a portfolio due to this purchase was 0.73%. The holding were 548,687 shares as of .

New Purchase: SolarEdge Technologies Inc (SEDG)

Sylebra Capital Ltd initiated holding in SolarEdge Technologies Inc. The purchase prices were between $69.48 and $142.2, with an estimated average price of $105.66. The stock is now traded at around $120.44. The impact to a portfolio due to this purchase was 0.71%. The holding were 211,138 shares as of .

New Purchase: Zendesk Inc (ZEN)

Sylebra Capital Ltd initiated holding in Zendesk Inc. The purchase prices were between $54.74 and $90.48, with an estimated average price of $78.3. The stock is now traded at around $74.55. The impact to a portfolio due to this purchase was 0.61%. The holding were 231,901 shares as of .

Added: Elastic NV (ESTC)

Sylebra Capital Ltd added to a holding in Elastic NV by 37.72%. The purchase prices were between $44.12 and $73.86, with an estimated average price of $64.79. The stock is now traded at around $70.65. The impact to a portfolio due to this purchase was 3.62%. The holding were 5,783,588 shares as of .

Added: 8x8 Inc (EGHT)

Sylebra Capital Ltd added to a holding in 8x8 Inc by 75.90%. The purchase prices were between $11.05 and $21.28, with an estimated average price of $18.3. The stock is now traded at around $15.33. The impact to a portfolio due to this purchase was 2.2%. The holding were 8,996,695 shares as of .

Added: JOYY Inc (YY)

Sylebra Capital Ltd added to a holding in JOYY Inc by 88.57%. The purchase prices were between $42.01 and $66.83, with an estimated average price of $58.14. The stock is now traded at around $54.85. The impact to a portfolio due to this purchase was 1.86%. The holding were 1,814,366 shares as of .

Added: PagSeguro Digital Ltd (PAGS)

Sylebra Capital Ltd added to a holding in PagSeguro Digital Ltd by 26.99%. The purchase prices were between $14.95 and $37.13, with an estimated average price of $30.58. The stock is now traded at around $24.65. The impact to a portfolio due to this purchase was 1.8%. The holding were 10,723,400 shares as of .

Added: GSX Techedu Inc (GSX)

Sylebra Capital Ltd added to a holding in GSX Techedu Inc by 27.52%. The purchase prices were between $21.86 and $45.42, with an estimated average price of $36.59. The stock is now traded at around $35.43. The impact to a portfolio due to this purchase was 0.91%. The holding were 2,419,273 shares as of .

Added: 21Vianet Group Inc (VNET)

Sylebra Capital Ltd added to a holding in 21Vianet Group Inc by 31.78%. The purchase prices were between $7.25 and $16.53, with an estimated average price of $12.18. The stock is now traded at around $16.95. The impact to a portfolio due to this purchase was 0.52%. The holding were 3,793,098 shares as of .

Sold Out: Wix.com Ltd (WIX)

Sylebra Capital Ltd sold out a holding in Wix.com Ltd. The sale prices were between $81.5 and $155.24, with an estimated average price of $130.87.

Sold Out: Luckin Coffee Inc (LK)

Sylebra Capital Ltd sold out a holding in Luckin Coffee Inc. The sale prices were between $23.84 and $50.02, with an estimated average price of $37.09.

Sold Out: Pinterest Inc (PINS)

Sylebra Capital Ltd sold out a holding in Pinterest Inc. The sale prices were between $10.92 and $25.2, with an estimated average price of $19.57.



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