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
$4.03B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$93.5M
3
+$79M
4
LUXE
LuxExperience B.V.
LUXE
+$70.8M
5
AEVA
Aeva Technologies
AEVA
+$51.7M

Top Sells

1
+$122M
2
+$93.5M
3
+$73.9M
4
VNET
VNET Group
VNET
+$62.6M
5
ENPH icon
Enphase Energy
ENPH
+$54.7M

Sector Composition

1 Technology 73.88%
2 Industrials 10.17%
3 Consumer Discretionary 3.82%
4 Consumer Staples 3.52%
5 Real Estate 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-27,727
27
– –
-765,469
28
– –
-241,025
1
2