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
$553M
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$93.1M
2
+$81.1M
3
+$20.9M
4
VIPS icon
Vipshop
VIPS
+$20.9M
5
SIMO icon
Silicon Motion
SIMO
+$18.5M

Top Sells

1
+$113M
2
+$111M
3
+$110M
4
QIWI
QIWI PLC
QIWI
+$95.8M
5
CHGG icon
Chegg
CHGG
+$17.9M

Sector Composition

1 Communication Services 59.6%
2 Consumer Discretionary 29.7%
3 Technology 9.58%
4 Consumer Staples 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$158M 28.52%
7,383,001
+3,799,499
2
$140M 25.34%
1,557,439
+1,035,599
3
$105M 19.01%
6,252,707
+1,242,843
4
$25M 4.53%
832,978
+107,526
5
$23.1M 4.18%
1,679,382
+877,194
6
$20.9M 3.78%
+7,667,790
7
$19.5M 3.54%
331,255
+43,162
8
$18.5M 3.34%
+675,847
9
$16.4M 2.97%
+139,588
10
$13.6M 2.45%
+377,587
11
$6.69M 1.21%
205,725
-484,090
12
$3.54M 0.64%
1,170,799
13
$2.66M 0.48%
856,732
14
– –
-2,282,223
15
– –
-7,047,206
16
– –
-1,592,968
17
– –
-3,416,969
18
– –
-1,673,916