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
$777M
AUM Growth
+$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$90.5M
2
+$44.8M
3
+$41.4M
4
VIPS icon
Vipshop
VIPS
+$31M
5
QIHU
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
+$27.2M

Top Sells

1
+$12.8M
2
+$169K

Sector Composition

1 Consumer Discretionary 33.54%
2 Technology 28.9%
3 Communication Services 21.43%
4 Industrials 12.34%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113M 14.59%
1,673,916
+402,467
2
$111M 14.35%
5,009,864
+1,392,494
3
$111M 14.32%
1,592,968
+72,396
4
$110M 14.1%
7,047,206
+5,821,019
5
$95.8M 12.34%
3,416,969
+1,477,107
6
$55.7M 7.17%
3,583,502
+692,544
7
$44.8M 5.76%
+521,840
8
$34.9M 4.49%
689,815
+346,268
9
$31.1M 4%
725,452
-299,843
10
$23.7M 3.05%
288,093
+105,774
11
$17.9M 2.3%
+2,282,223
12
$15.8M 2.03%
802,188
+228,541
13
$6.47M 0.83%
1,170,799
+29,412
14
$5.06M 0.65%
856,732
+357,906
15
– –
-3,200