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
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$8.61M
3
+$6.91M
4
VIPS icon
Vipshop
VIPS
+$2.85M
5
META icon
Meta Platforms (Facebook)
META
+$1.49M

Top Sells

1
+$24.7M
2
+$20.1M
3
+$2.47M
4
CNV
CNOVA N.V.
CNV
+$1.64M
5
CHGG icon
Chegg
CHGG
+$482K

Sector Composition

1 Technology 46.98%
2 Consumer Discretionary 24.08%
3 Communication Services 19.6%
4 Industrials 5.02%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$230M 21.58%
2,506,544
+5,338
2
$214M 20.14%
4,961,591
+22,444
3
$178M 16.76%
1,561,875
+13,013
4
$122M 11.44%
10,905,478
+255,550
5
$75.1M 7.05%
8,173,612
6
$53.4M 5.02%
4,078,294
-17,247
7
$30.2M 2.84%
657,521
+26,404
8
$28.2M 2.65%
5,641,062
-96,330
9
$27.4M 2.57%
344,619
+14,206
10
$23.7M 2.22%
1,208,429
+352,561
11
$23.5M 2.21%
+300,253
12
$17.3M 1.63%
1,166,510
-166,315
13
$14.7M 1.38%
138,217
-634
14
$10.3M 0.97%
224,655
+23,086
15
$8.61M 0.81%
+230,239
16
$4.07M 0.38%
821,886
-331,215
17
$2.97M 0.28%
973,897
18
$514K 0.05%
+20,000
19
$247K 0.02%
9,524
20
– –
-7,239,470
21
– –
-2,244,643