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
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$31M
3
+$20.6M
4
WUBA
58.com Inc
WUBA
+$11.2M
5
MOBL
MobileIron, Inc.
MOBL
+$530K

Top Sells

1
+$48.1M
2
+$27.5M
3
+$23.4M
4
MMYT icon
MakeMyTrip
MMYT
+$7.15M
5
ELLI
Ellie Mae Inc
ELLI
+$7.07M

Sector Composition

1 Technology 42.54%
2 Consumer Discretionary 26.48%
3 Communication Services 21.13%
4 Industrials 5.62%
5 Consumer Staples 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$227M 21.48%
2,501,206
-77,999
2
$177M 16.75%
1,548,862
-52,040
3
$176M 16.66%
4,939,147
+1,450,512
4
$137M 13%
10,649,928
+2,406,994
5
$77.1M 7.3%
8,173,612
-76,388
6
$59.3M 5.62%
4,095,541
-216,879
7
$26.1M 2.48%
631,117
+498,448
8
$26.1M 2.47%
330,413
-9,603
9
$25.6M 2.42%
5,737,392
-334,488
10
$24.7M 2.34%
7,239,470
-441,300
11
$24.1M 2.28%
1,332,825
-395,225
12
$21.5M 2.04%
855,868
-1,093,223
13
$20.1M 1.9%
2,244,643
-5,369,243
14
$15M 1.42%
138,851
-4,029
15
$11.2M 1.06%
+201,569
16
$4.4M 0.42%
973,897
+117,165
17
$3.46M 0.33%
1,153,101
-17,698
18
$240K 0.02%
9,524
-476
19
– –
-2,610,370
20
– –
-746,876