SCH
DAO

Sylebra Capital (HK)’s Youdao DAO Stock Holding History

Sylebra Capital (HK)’s Portfolio DAO Stock Details DAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,243,152
Closed -$28.7M – 27
2021
Q2 		$28.7M Sell
1,243,152
-69,251
-5% -$1.68M 0.71% 20
2021
Q1 		$31.3M Buy
1,312,403
+141,199
+12% +$4.48M 0.81% 19
2020
Q4 		$31.1M Buy
1,171,204
+11,877
+1% +$331K 0.79% 17
2020
Q3 		$30M Sell
1,159,327
-7,036
-0.6% -$241K 0.92% 20
2020
Q2 		$43.7M Buy
+1,166,363
New +$28.7M 1.36% 18

Other funds holding DAO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Sylebra Capital (HK)'s DAO Position: Q3 2021 in Review

Sylebra Capital (HK) sold out of Youdao (DAO) in Q3 2021, closing a stake of 1,243,152 shares — an estimated $28.7M sold.

Sylebra Capital (HK) first reported a position in DAO in Q2 2020 and held it in 5 quarters. The position peaked at $43.7M in Q2 2020. 39 funds tracked by Wall St. Rank hold DAO as of Q3 2021.

  • Sylebra Capital (HK) reported no remaining Youdao position as of Q3 2021 after selling out during the quarter.
  • Sylebra Capital (HK) sold 1,243,152 Youdao shares in Q3 2021, an estimated $28.7M.
  • Sylebra Capital (HK) first reported a position in Youdao in Q2 2020 and held it in 5 quarters.
  • Sylebra Capital (HK)'s Youdao position peaked at $43.7M in Q2 2020.
  • 39 funds tracked by Wall St. Rank held Youdao as of Q3 2021.

Based on Sylebra Capital (HK)'s 13F filing for Q3 2021, filed 16 Nov 2021.