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
$4.44B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$245M
2
+$123M
3
+$71.1M
4
ZM icon
Zoom
ZM
+$65.5M
5
RNW icon
ReNew
RNW
+$56.6M

Top Sells

1
+$93.5M
2
+$28.7M
3
+$27.6M
4
ZH
Zhihu
ZH
+$1.65M
5
COE
51Talk Online Education Group
COE
+$594K

Sector Composition

1 Technology 72.63%
2 Real Estate 9.04%
3 Industrials 8.08%
4 Consumer Discretionary 4.19%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-18,969
27
– –
-1,243,152
28
– –
-3,226,776
29
– –
-588,340
1
2