SCH
Sylebra Capital (HK) Portfolio holdings
AUM
$1.88B
This Quarter Return
+41.92%
1 Year Return
+19.73%
3 Year Return
+17.09%
5 Year Return
+254.28%
10 Year Return
–
AUM
$1.69B
AUM Growth
+$1.69B
(+30%)
Cap. Flow
-$70.1M
Cap. Flow
% of AUM
-4.14%
Top 10 Holdings %
Top 10 Hldgs %
83.28%
Holding
29
New
4
Increased
12
Reduced
4
Closed
5
Top Buys
| 1 |
WIX.com
WIX
|
$60.6M |
| 2 |
PagSeguro Digital
PAGS
|
$56.1M |
| 3 |
Tenable Holdings
TENB
|
$53.5M |
| 4 |
HUYA
Huya Inc
HUYA
|
$36.2M |
| 5 |
Pinduoduo
PDD
|
$28M |
Top Sells
| 1 |
Chegg
CHGG
|
$130M |
| 2 |
ELLI
Ellie Mae Inc
ELLI
|
$99.9M |
| 3 |
Carvana
CVNA
|
$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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Carvana
CVNA
$50.6B
| – | – |
-1,329,840
| Closed | -$43.5M |
|
27
DocuSign
DOCU
$15B
| – | – |
-88,877
| Closed | -$3.56M |
|
|
MOMO
28
Hello Group
MOMO
$1.33B
| – | – |
-1,136,141
| Closed | -$27M |
|
29
Viasat
VSAT
$4.16B
| – | – |
-192,762
| Closed | -$11.4M |
|