Sylebra Capital Ltd historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 7 quarters from 2014-12-31 to 2016-09-30, Sylebra Capital Ltd opened 12 positions, added to 12, reduced 10 and sold out of 3.
- Q3 2016: Stock PAYC; Country of operation United States; Class COM; Shares before 4,961,591.
- Q3 2016: Stock META; Country of operation United States; Class CL A; Shares before 1,561,875.
- Q2 2016: Stock MMYT; Country of operation —; Class SHS; Shares before 1,332,825.
- Q2 2016: Stock CHGG; Country of operation United States; Class COM; Shares before 5,737,392.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1627436), 7 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-17); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q3 2016 | PAYC PAYCOM SOFTWARE INC | United States | COM | 4,961,591 | 3,442,007 | -1,519,584 | $214,390,000 | $172,548,000 | -$41,842,000 | 2016-11-14 |
| Q3 2016 | META FACEBOOK INC | United States | CL A | 1,561,875 | 1,352,788 | -209,087 | $178,491,000 | $173,522,000 | -$4,969,000 | 2016-11-14 |
| Q2 2016 | MMYT MAKEMYTRIP LIMITED MAURITIUS | SHS | 1,332,825 | 1,166,510 | -166,315 | $24,111,000 | $17,334,000 | -$6,777,000 | 2016-08-15 | |
| Q2 2016 | CHGG CHEGG INC | United States | COM | 5,737,392 | 5,641,062 | -96,330 | $25,589,000 | $28,205,000 | +$2,616,000 | 2016-08-15 |
| Q2 2016 | EXPE EXPEDIA INC DEL | United States | COM NEW | 138,851 | 138,217 | -634 | $14,971,000 | $14,692,000 | -$279,000 | 2016-08-15 |
| Q1 2016 | SEDG SOLAREDGE TECHNOLOGIES INC | COM | 1,949,091 | 855,868 | -1,093,223 | $54,906,000 | $21,517,000 | -$33,389,000 | 2016-05-16 | |
| Q1 2016 | CHGG CHEGG INC | United States | COM | 6,071,880 | 5,737,392 | -334,488 | $40,864,000 | $25,589,000 | -$15,275,000 | 2016-05-16 |
| Q1 2016 | META FACEBOOK INC | United States | CL A | 1,600,902 | 1,548,862 | -52,040 | $167,550,000 | $176,725,000 | +$9,175,000 | 2016-05-16 |
| Q1 2016 | MMYT MAKEMYTRIP LIMITED MAURITIUS | SHS | 1,728,050 | 1,332,825 | -395,225 | $29,653,000 | $24,111,000 | -$5,542,000 | 2016-05-16 | |
| Q1 2016 | EXPE EXPEDIA INC DEL | United States | COM NEW | 142,880 | 138,851 | -4,029 | $17,760,000 | $14,971,000 | -$2,789,000 | 2016-05-16 |
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