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
$459M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$42.3M
3
+$21.1M
4
ATHM icon
Autohome
ATHM
+$15.1M
5
LNW icon
Light & Wonder
LNW
+$12.8M

Top Sells

1
+$23.2M
2
+$11M
3
+$7.85M
4
MLCO icon
Melco Resorts & Entertainment
MLCO
+$7.55M
5
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$1.37M

Sector Composition

1 Technology 32.5%
2 Consumer Discretionary 32.04%
3 Communication Services 22.71%
4 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 23.2%
3,617,370
+716,251
2
$84.1M 18.32%
1,520,572
-419,211
3
$65.1M 14.18%
1,271,449
-26,682
4
$46.9M 10.21%
+2,890,958
5
$46.6M 10.15%
1,939,862
+365,296
6
$42.3M 9.21%
+1,025,295
7
$15.2M 3.31%
182,319
+46,833
8
$15.1M 3.29%
+343,547
9
$12.8M 2.8%
+1,226,187
10
$12.6M 2.74%
+573,647
11
$7.18M 1.56%
1,141,387
+944,705
12
$4.62M 1.01%
+498,826
13
$169K 0.04%
+3,200
14
– –
-419,589
15
– –
-297,164
16
– –
-536,969