SCH

Sylebra Capital (HK) Portfolio holdings

AUM $1.88B
This Quarter Return
+14%
1 Year Return
+19.73%
3 Year Return
+17.09%
5 Year Return
+254.28%
10 Year Return
–
AUM
$777M
AUM Growth
+$777M
Cap. Flow
+$289M
Cap. Flow %
37.15%
Top 10 Hldgs %
94.18%
Holding
15
New
2
Increased
11
Reduced
1
Closed
1

Top Buys

1
LNW icon
Light & Wonder
LNW
$90.5M
2
META icon
Meta Platforms (Facebook)
META
$44.8M
3
QIWI
QIWI PLC
QIWI
$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
QUNR
Qunar Cayman Islands Limited
QUNR
$12.8M
2
WUBA
58.COM INC
WUBA
$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 Shares
Change % 		Capital Flow
QIHU
1
DELISTED
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
$113M 14.59%
1,673,916
+402,467
+32% +$27.2M
VIPS icon
2
Vipshop
VIPS
$8.25B
$111M 14.35%
5,009,864
+1,392,494
+38% +$31M
ELLI
3
DELISTED
Ellie Mae Inc
ELLI
$111M 14.32%
1,592,968
+72,396
+5% +$5.05M
LNW icon
4
Light & Wonder
LNW
$7.76B
$110M 14.1%
7,047,206
+5,821,019
+475% +$90.5M
QIWI
5
DELISTED
QIWI PLC
QIWI
$95.8M 12.34%
3,416,969
+1,477,107
+76% +$41.4M
P
6
DELISTED
Pandora Media Inc
P
$55.7M 7.17%
3,583,502
+692,544
+24% +$10.8M
META icon
7
Meta Platforms (Facebook)
META
$1.86T
$44.8M 5.76%
+521,840
New +$44.8M
ATHM icon
8
Autohome
ATHM
$3.42B
$34.9M 4.49%
689,815
+346,268
+101% +$17.5M
QUNR
9
DELISTED
Qunar Cayman Islands Limited
QUNR
$31.1M 4%
725,452
-299,843
-29% -$12.8M
BABA icon
10
Alibaba
BABA
$322B
$23.7M 3.05%
288,093
+105,774
+58% +$8.7M
CHGG icon
11
Chegg
CHGG
$159M
$17.9M 2.3%
+2,282,223
New +$17.9M
MMYT icon
12
MakeMyTrip
MMYT
$9.4B
$15.8M 2.03%
802,188
+228,541
+40% +$4.5M
CNV
13
DELISTED
CNOVA N.V.
CNV
$6.47M 0.83%
1,170,799
+29,412
+3% +$163K
MOBL
14
DELISTED
MobileIron, Inc.
MOBL
$5.06M 0.65%
856,732
+357,906
+72% +$2.12M
WUBA
15
DELISTED
58.COM INC
WUBA
– –
-3,200
Closed -$169K