- New Purchases: ATUS, RPAY, DDOG, ENPH, SEDG, ZEN, FVRR,
- Added Positions: ESTC, EGHT, YY, PAGS, EVBG, GSX, SWCH, VNET, TENB, PI, COE, HUYA,
- Reduced Positions: COUP, EHTH, FIVN, PDD, CHGG, GHG, FENG,
- Sold Out: WIX, LK, PINS,
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- Elastic NV (ESTC) - 5,783,588 shares, 13.22% of the total portfolio. Shares added by 37.72%
- Coupa Software Inc (COUP) - 2,180,657 shares, 12.48% of the total portfolio. Shares reduced by 11.9%
- PagSeguro Digital Ltd (PAGS) - 10,723,400 shares, 8.49% of the total portfolio. Shares added by 26.99%
- Everbridge Inc (EVBG) - 1,584,689 shares, 6.90% of the total portfolio. Shares added by 18.51%
- Five9 Inc (FIVN) - 1,780,276 shares, 5.57% of the total portfolio. Shares reduced by 25.79%
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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