SCH

Sylebra Capital (HK) Portfolio holdings

AUM $1.88B
1-Year Est. Return 19.73%
This Quarter Est. Return
1 Year Est. Return
+19.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$56.1M
3
+$53.5M
4
HUYA
Huya Inc
HUYA
+$36.2M
5
PDD icon
Pinduoduo
PDD
+$28M

Top Sells

1
+$130M
2
+$99.9M
3
+$43.5M
4
COUP
Coupa Software Incorporated
COUP
+$42.3M
5
MOMO
Hello Group
MOMO
+$27M

Sector Composition

1 Technology 61.89%
2 Communication Services 15.67%
3 Consumer Discretionary 13.48%
4 Consumer Staples 8.05%
5 Real Estate 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,329,840
27
– –
-88,877
28
– –
-1,136,141
29
– –
-192,762
1
2