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
$1.63B
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$33.2M
3
+$30M
4
DOMO icon
Domo
DOMO
+$20.2M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$15M

Top Sells

1
+$31.9M
2
+$21.4M
3
+$16M
4
YRD
Yiren Digital
YRD
+$11.1M
5
SHAK icon
Shake Shack
SHAK
+$6.91M

Sector Composition

1 Technology 51.04%
2 Consumer Discretionary 19.74%
3 Communication Services 15.9%
4 Consumer Staples 11.74%
5 Real Estate 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$275M 16.88%
3,480,968
-52,130
2
$219M 13.42%
8,619,044
3
$189M 11.58%
6,644,775
+6,204
4
$133M 8.15%
1,403,063
+146,582
5
$128M 7.87%
4,639,635
+390,778
6
$105M 6.44%
4,231,582
7
$94.7M 5.81%
1,603,356
+188,223
8
$72.7M 4.46%
6,734,661
+1,387,046
9
$68.6M 4.2%
3,780,149
+2,065,758
10
$64M 3.93%
1,465,587
+760,804
11
$51.8M 3.18%
1,182,565
-365,404
12
$51.5M 3.16%
805,464
-499,342
13
$41.7M 2.56%
556,721
+136,320
14
$30M 1.84%
+250,367
15
$28.8M 1.76%
1,341,918
+941,918
16
$25.8M 1.58%
1,281,923
-1,063,291
17
$20.5M 1.26%
869,751
+72,545
18
$12.4M 0.76%
+235,000
19
$8.35M 0.51%
657,172
+246,785
20
$3.99M 0.24%
157,506
21
$3.01M 0.18%
+297,990
22
$2.57M 0.16%
71,466
23
$1.17M 0.07%
+30,000
24
– –
-104,381
25
– –
-524,299
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