Sylebra Capital (HK)’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Sylebra Capital (HK)’s Portfolio SWCH Stock Details SWCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,143,140	Closed	-$17.8M	–	34
2020 Q3	$17.8M	Sell	1,143,140 -5,111,834	-82%	-$87.1M	0.55%	22
2020 Q2	$111M	Sell	6,254,974 -2,919,772	-32%	-$51.1M	3.47%	11
2020 Q1	$132M	Buy	9,174,746 +1,276,872	+16%	+$19.4M	5.42%	6
2019 Q4	$117M	Buy	7,897,874 +335,503	+4%	+$5.09M	4.59%	7
2019 Q3	$118M	Sell	7,562,371 -68,582	-0.9%	-$1.02M	5.16%	7
2019 Q2	$99.9M	Sell	7,630,953 -789,572	-9%	-$9.33M	4.63%	10
2019 Q1	$86.8M	Buy	8,420,525 +463,649	+6%	+$4.02M	5.12%	8
2018 Q4	$55.7M	Buy	7,956,876 +1,222,215	+18%	+$10.2M	4.27%	10
2018 Q3	$72.7M	Buy	6,734,661 +1,387,046	+26%	+$16.7M	4.46%	8
2018 Q2	$65.1M	Buy	5,347,615 +4,470,378	+510%	+$61.1M	3.92%	9
2018 Q1	$14M	Buy	+877,237	New	+$13.9M	1.14%	16

Other funds holding SWCH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Port Capital Chicago, Illinois $2.25B AUM 13.28% 1-Year Est. Return

Sylebra Capital (HK)'s SWCH Position: Q4 2020 in Review

Sylebra Capital (HK) sold out of Switch, Inc. Class A Common Stock (SWCH) in Q4 2020, closing a stake of 1,143,140 shares — an estimated $17.8M sold.

Sylebra Capital (HK) first reported a position in SWCH in Q1 2018 and held it in 11 quarters. The position peaked at $132M in Q1 2020. 191 funds tracked by Wall St. Rank hold SWCH as of Q4 2020.

Sylebra Capital (HK) reported no remaining Switch, Inc. Class A Common Stock position as of Q4 2020 after selling out during the quarter.
Sylebra Capital (HK) sold 1,143,140 Switch, Inc. Class A Common Stock shares in Q4 2020, an estimated $17.8M.
Sylebra Capital (HK) first reported a position in Switch, Inc. Class A Common Stock in Q1 2018 and held it in 11 quarters.
Sylebra Capital (HK)'s Switch, Inc. Class A Common Stock position peaked at $132M in Q1 2020.
191 funds tracked by Wall St. Rank held Switch, Inc. Class A Common Stock as of Q4 2020.

Based on Sylebra Capital (HK)'s 13F filing for Q4 2020, filed 17 Feb 2021.