Top 5 2nd Quarter Trades of Sylebra Capital Ltd

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Aug 17, 2022
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Sylebra Capital Ltd recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

28 HENNESSY ROAD, 20TH FLOOR HONG KONG, K3 00000

As of the latest 13F report, the guru’s equity portfolio contained 17 stocks valued at a total of $1.78Bil. The top holdings were ESTC(17.09%), PCT(12.17%), and PI(11.20%).

According to GuruFocus data, these were Sylebra Capital Ltd’s top five trades of the quarter.

Zendesk Inc


The guru established a new position worth 756,902 shares in NYSE:ZEN, giving the stock a 3.15% weight in the equity portfolio. Shares traded for an average price of $98.94 during the quarter.

On 08/17/2022, Zendesk Inc traded for a price of $76.58 per share and a market cap of $9.45Bil. The stock has returned -36.24% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 3 out of 10.

In terms of valuation, Zendesk Inc has a price-book ratio of 28.84, a EV-to-Ebitda ratio of -49.17 and a price-sales ratio of 6.12.

The price-to-GF Value ratio is 0.52, earning the stock a GF Value rank of 4.

Elastic NV


During the quarter, Sylebra Capital Ltd bought 416,633 shares of NYSE:ESTC for a total holding of 4,496,835. The trade had a 1.58% impact on the equity portfolio. During the quarter, the stock traded for an average price of $73.08.

On 08/17/2022, Elastic NV traded for a price of $84 per share and a market cap of $7.97Bil. The stock has returned -43.75% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 3 out of 10.

In terms of valuation, Elastic NV has a price-book ratio of 19.05, a EV-to-Ebitda ratio of -48.87 and a price-sales ratio of 9.04.

The price-to-GF Value ratio is 0.48, earning the stock a GF Value rank of 4.

Opendoor Technologies Inc


During the quarter, Sylebra Capital Ltd bought 5,696,781 shares of NAS:OPEN for a total holding of 30,529,038. The trade had a 1.51% impact on the equity portfolio. During the quarter, the stock traded for an average price of $6.84.

On 08/17/2022, Opendoor Technologies Inc traded for a price of $5.68 per share and a market cap of $3.57Bil. The stock has returned -65.17% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Opendoor Technologies Inc has a price-book ratio of 1.56, a EV-to-Ebitda ratio of 118.53 and a price-sales ratio of 0.24.

Renewable Energy Group Inc


The guru sold out of their 2,759,876-share investment in NAS:REGI. Previously, the stock had a 0.98% weight in the equity portfolio. Shares traded for an average price of $61.12 during the quarter.

On 08/17/2022, Renewable Energy Group Inc traded for a price of $61.5 per share and a market cap of $3.11Bil. The stock has returned -7.95% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Renewable Energy Group Inc has a price-earnings ratio of 16.49, a price-book ratio of 1.79, a EV-to-Ebitda ratio of 12.42 and a price-sales ratio of 0.85.

The price-to-GF Value ratio is 1.22, earning the stock a GF Value rank of 3.

ReNew Energy Global PLC


The guru established a new position worth 2,580,270 shares in NAS:RNW, giving the stock a 0.94% weight in the equity portfolio. Shares traded for an average price of $7.23 during the quarter.

On 08/17/2022, ReNew Energy Global PLC traded for a price of $7.15 per share and a market cap of $2.85Bil. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 4 out of 10.

In terms of valuation, ReNew Energy Global PLC has a price-book ratio of 1.82, a EV-to-Ebitda ratio of 31.48 and a price-sales ratio of 8.26.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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