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
$1.01B
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$19.8M
3
+$11.1M
4
NMBL
Nimble Storage, Inc.
NMBL
+$10.1M
5
CHGG icon
Chegg
CHGG
+$7.58M

Top Sells

1
+$23.4M
2
+$22.4M
3
+$19.2M
4
GIMO
Gigamon Inc.
GIMO
+$12.6M
5
HIMX
Himax Technologies
HIMX
+$11.9M

Sector Composition

1 Technology 37.14%
2 Consumer Discretionary 33.82%
3 Communication Services 19.1%
4 Consumer Staples 4.89%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$136M 13.57%
1,631,032
+132,691
2
$133M 13.24%
1,158,172
-194,616
3
$133M 13.23%
2,927,131
-514,876
4
$121M 11.99%
8,619,044
+426,454
5
$120M 11.94%
10,909,199
-29,574
6
$72.8M 7.23%
742,661
+201,561
7
$58.9M 5.86%
1,434,643
+775,116
8
$49.2M 4.89%
6,668,885
+1,026,771
9
$34.9M 3.47%
976,303
-7,717
10
$32M 3.18%
2,508,650
-1,505,145
11
$30.4M 3.02%
346,049
+379
12
$21.2M 2.11%
1,709,548
-101,432
13
$18.4M 1.83%
830,753
-338,633
14
$15.7M 1.56%
138,423
-1,912
15
$14.4M 1.44%
515,789
-7,424
16
$10.1M 1%
+1,271,496
17
$4.3M 0.43%
784,947
-36,939
18
– –
-1,390,651
19
– –
-25,000
20
– –
-230,239
21
– –
-732,269