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
$3.25B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$93.2M
3
+$74.7M
4
LULU icon
lululemon athletica
LULU
+$51.4M
5
CD
Chindata Group Holdings Limited American Depositary Shares
CD
+$41.6M

Top Sells

1
+$195M
2
+$116M
3
+$98.2M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$79.8M
5
TENB icon
Tenable Holdings
TENB
+$66M

Sector Composition

1 Technology 75.51%
2 Consumer Discretionary 10.87%
3 Consumer Staples 8.5%
4 Communication Services 4.72%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 0.11%
+118,768
27
$1.5M 0.05%
235,548
-318,085
28
$834K 0.03%
+15,000
29
$407K 0.01%
38,614
-1,695,242
30
– –
-1,644,293
31
– –
-70,000
32
– –
-1,485,438
33
– –
-81,978
34
– –
-228,320
35
– –
-328,966
36
– –
-733,588
37
– –
-242,580
38
– –
-454,749
39
– –
-836,489
40
– –
-2,214,370
1
2