SCH
Sylebra Capital (HK) Portfolio holdings
AUM
$1.88B
This Quarter Return
+15.4%
1 Year Return
+19.73%
3 Year Return
+17.09%
5 Year Return
+254.28%
10 Year Return
–
AUM
$2.16B
AUM Growth
+$2.16B
(+27%)
Cap. Flow
+$236M
Cap. Flow
% of AUM
10.93%
Top 10 Holdings %
Top 10 Hldgs %
74.64%
Holding
26
New
2
Increased
12
Reduced
4
Closed
1
Top Buys
| 1 |
Elastic
ESTC
|
$128M |
| 2 |
8x8 Inc
EGHT
|
$98.7M |
| 3 |
EVBG
Everbridge, Inc. Common Stock
EVBG
|
$52.5M |
| 4 |
Pinduoduo
PDD
|
$49M |
| 5 |
Tenable Holdings
TENB
|
$16.5M |
Top Sells
| 1 |
WIX.com
WIX
|
$54.1M |
| 2 |
COUP
Coupa Software Incorporated
COUP
|
$45M |
| 3 |
ELLI
Ellie Mae Inc
ELLI
|
$25.3M |
| 4 |
Altice USA
ATUS
|
$14.5M |
| 5 |
SWCH
Switch, Inc. Class A Common Stock
SWCH
|
$10.3M |
Sector Composition
| 1 | Technology | 66.76% |
| 2 | Communication Services | 13.17% |
| 3 | Consumer Discretionary | 12.58% |
| 4 | Consumer Staples | 6.88% |
| 5 | Real Estate | 0.61% |