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
$1.22B
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$43.7M
2
+$36.3M
3
+$30.1M
4
YRD
Yiren Digital
YRD
+$27.3M
5
MOMO
Hello Group
MOMO
+$19.6M

Top Sells

1
+$115M
2
+$69.4M
3
+$28.3M
4
COUP
Coupa Software Incorporated
COUP
+$26.5M
5
SHAK icon
Shake Shack
SHAK
+$9.06M

Sector Composition

1 Technology 38.91%
2 Consumer Discretionary 34.43%
3 Consumer Staples 11.65%
4 Communication Services 7.78%
5 Financials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$359M 29.32%
8,619,044
2
$154M 12.62%
3,382,275
-580,033
3
$140M 11.43%
6,764,536
-192,360
4
$103M 8.42%
1,120,054
+102,013
5
$86.6M 7.08%
1,969,371
-2,619,941
6
$55.1M 4.5%
4,231,582
+332,519
7
$52.1M 4.26%
1,296,169
+677,938
8
$43.7M 3.57%
+1,139,996
9
$36.3M 2.97%
+2,235,736
10
$33.2M 2.71%
504,558
+14,287
11
$32.6M 2.67%
784,271
-217,578
12
$30.1M 2.46%
+1,629,725
13
$29.9M 2.44%
1,302,413
-165,891
14
$22.7M 1.85%
877,593
-252,776
15
$19.6M 1.6%
+524,998
16
$14M 1.14%
+877,237
17
$4.67M 0.38%
+300,000
18
$4.11M 0.34%
157,506
-125,350
19
$2.78M 0.23%
71,466
20
– –
-863,831
21
– –
-534,440