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
$1.06B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$117M
3
+$77.4M
4
LNW icon
Light & Wonder
LNW
+$74M
5
SEDG icon
SolarEdge
SEDG
+$54.9M

Top Sells

1
+$25M
2
+$6.69M

Sector Composition

1 Technology 36.7%
2 Consumer Discretionary 25.82%
3 Communication Services 25.82%
4 Industrials 7.27%
5 Consumer Staples 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$168M 15.74%
1,600,902
+43,463
2
$155M 14.59%
+2,579,205
3
$131M 12.33%
3,488,635
+3,111,048
4
$126M 11.82%
8,242,934
+1,990,227
5
$102M 9.59%
7,613,886
+230,885
6
$77.4M 7.27%
+4,312,420
7
$74M 6.95%
+8,250,000
8
$54.9M 5.16%
+1,949,091
9
$40.9M 3.84%
+6,071,880
10
$29.7M 2.78%
1,728,050
+48,668
11
$27.6M 2.6%
340,016
+8,761
12
$23.4M 2.2%
746,876
+71,029
13
$18.8M 1.77%
7,680,770
+12,980
14
$17.8M 1.67%
142,880
+3,292
15
$6.74M 0.63%
+2,610,370
16
$5.25M 0.49%
+132,669
17
$3.09M 0.29%
856,732
18
$2.82M 0.27%
1,170,799
19
$301K 0.03%
+10,000
20
– –
-205,725
21
– –
-832,978