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
$1.12B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$88.9M
2
+$28.7M
3
+$9.22M
4
TRVG
trivago
TRVG
+$7.25M
5
SEDG icon
SolarEdge
SEDG
+$6.43M

Top Sells

1
+$72.8M
2
+$51M
3
+$30.8M
4
ELLI
Ellie Mae Inc
ELLI
+$22.4M
5
CRTO icon
Criteo
CRTO
+$19.7M

Sector Composition

1 Technology 40.47%
2 Consumer Discretionary 37.23%
3 Communication Services 15.37%
4 Consumer Staples 5.03%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$203M 18.05%
8,582,769
-36,275
2
$163M 14.47%
2,828,631
-98,500
3
$146M 12.94%
10,909,199
4
$141M 12.55%
1,407,507
-223,525
5
$114M 10.1%
799,228
-358,944
6
$88.9M 7.91%
+2,936,851
7
$56.5M 5.03%
6,699,049
+30,164
8
$52M 4.63%
1,041,052
-393,591
9
$37.5M 3.33%
347,680
+1,631
10
$33.1M 2.94%
2,121,621
+412,073
11
$32.6M 2.9%
976,303
12
$28.7M 2.55%
+1,130,720
13
$12.2M 1.09%
711,755
-1,796,895
14
$9.22M 0.82%
+367,605
15
$7.25M 0.64%
+111,215
16
$479K 0.04%
+403
17
– –
-138,423
18
– –
-830,753
19
– –
-742,661
20
– –
-515,789
21
– –
-1,271,496
22
– –
-784,947