SCH
Sylebra Capital (HK) Portfolio holdings
AUM
$1.88B
This Quarter Return
+3.63%
1 Year Return
+19.73%
3 Year Return
+17.09%
5 Year Return
+254.28%
10 Year Return
–
AUM
$2.29B
AUM Growth
+$2.29B
(+6%)
Cap. Flow
+$104M
Cap. Flow
% of AUM
4.53%
Top 10 Holdings %
Top 10 Hldgs %
78.21%
Holding
28
New
3
Increased
12
Reduced
6
Closed
1
Top Buys
| 1 |
Elastic
ESTC
|
$99.7M |
| 2 |
eHealth
EHTH
|
$32.6M |
| 3 |
JOYY
JOYY Inc. American Depositary Shares
JOYY
|
$28.8M |
| 4 |
DOYU
DouYu International Holdings
DOYU
|
$25.7M |
| 5 |
Pinduoduo
PDD
|
$12.9M |
Top Sells
| 1 |
Altice USA
ATUS
|
$85M |
| 2 |
COUP
Coupa Software Incorporated
COUP
|
$20.8M |
| 3 |
Sea Limited
SE
|
$16.6M |
| 4 |
Gaotu Techedu
GOTU
|
$7.99M |
| 5 |
Chegg
CHGG
|
$1.79M |
Sector Composition
| 1 | Technology | 67.22% |
| 2 | Consumer Discretionary | 13.56% |
| 3 | Communication Services | 12.42% |
| 4 | Consumer Staples | 4.91% |
| 5 | Financials | 1.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
COE
26
51Talk Online Education Group
COE
$208M
| $2.15M | 0.09% |
282,962
-2,900
| -1% | -$22K |
|
27
Datadog
DDOG
$47.7B
| $1.7M | 0.07% |
+50,000
| New | +$1.7M |
|
|
28
Sea Limited
SE
$110B
| – | – |
-500,000
| Closed | -$16.6M |
|