Sylebra Capital Management’s founder and chief investment officer is Daniel Patrick Gibson. He oversees a $4.03 billion investment portfolio. Gibson has worked at Calera Capital, UBS AG New York as a principal, and Coatue Management LLC as a partner. In the second quarter of 2021, technology equities made up nearly 80% of Gibson’s portfolio. Chegg Inc, DocuSign Inc, and Pinduoduo Inc are among the key tech stocks in Sylebra Capital’s 2021 Q2 portfolio. Despite the COVID-19 epidemic affecting the company’s revenues, DocuSign Inc.’s CEO stated on September 3 that substantial growth is expected in the following years. As China continues to implement new data privacy rules, Pinduoduo Inc. is getting traction on Wall Street.
Here is Insider Monkey’s list of the top stock holdings of Daniel Patrick Gibson’s Sylebra Capital Management. Lattice Semiconductor Corp is a semiconductor company based in the United States that specializes in programmable logic devices. The company was founded in 1983 and is headquartered in Oregon. It has a market valuation of $8.902 billion. The company topped analysts’ expectations with earnings per share of $0.25 for the quarter. Sylebra Capital Management, led by Daniel Patrick Gibson, owns 7.62 million shares of Opendoor Technologies Inc. Its business model entails making online offers on houses, repairing them, and relisting them for sale. Impinj Inc. is a company that produces radio-frequency identification (RFID) devices and software. The Seattle-based company was founded in 2000 and has a market capitalization of $1.372 billion. On July 28, the firm announced $0.11 earnings per share for the previous quarter, topping analysts’ expectations. Everbridge Inc. is owned by Syllebra Capital Management, which has around 1.78 million shares worth $243.23 million, accounting for 6.03 percent of Daniel Patrick Gibson’s 13F portfolio. The company sells enterprise software that is designed to provide important information in emergencies. Aeva Technologies Inc. designed a unique chip that allows LiDAR to be used in various applications using frequency modulated continuous wave sensing technology. On August 11, the firm announced -$0.11 earnings per share for the previous quarter, missing analysts’ expectations. For more details, click Daniel Patrick Gibson’s Sylebra Capital Management’s Top Picks.
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