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
$1.3B
AUM Growth
-$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$21.1M
3
+$20.5M
4
PAGS icon
PagSeguro Digital
PAGS
+$13M
5
HUYA
Huya Inc
HUYA
+$10.5M

Top Sells

1
+$36.1M
2
+$19.7M
3
+$8.95M
4
ELLI
Ellie Mae Inc
ELLI
+$8.44M
5
DOCU icon
DocuSign
DOCU
+$5.86M

Sector Composition

1 Technology 52.78%
2 Consumer Discretionary 15.9%
3 Consumer Staples 15.29%
4 Communication Services 14.45%
5 Real Estate 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$224M 17.16%
3,562,820
+81,852
2
$197M 15.13%
6,946,262
+301,487
3
$154M 11.81%
8,619,044
4
$99.9M 7.66%
5,335,244
+695,609
5
$85.2M 6.53%
1,947,933
+482,346
6
$79.7M 6.11%
1,268,787
-134,276
7
$65.3M 5%
3,951,109
+170,960
8
$61.6M 4.72%
4,231,582
9
$59.6M 4.57%
660,206
+409,839
10
$55.7M 4.27%
7,956,876
+1,222,215
11
$46.9M 3.59%
2,388,392
+1,046,474
12
$43.5M 3.33%
1,329,840
-273,516
13
$27M 2.07%
1,136,141
-46,424
14
$24M 1.84%
1,548,349
+678,598
15
$20.6M 1.58%
1,320,849
+38,926
16
$13.7M 1.05%
228,308
-328,413
17
$11.4M 0.87%
192,762
-612,702
18
$9.86M 0.76%
758,975
+101,803
19
$6.45M 0.49%
746,662
+448,672
20
$6.33M 0.49%
285,304
+255,304
21
$3.56M 0.27%
88,877
-146,123
22
$3.03M 0.23%
157,739
+233
23
$2.43M 0.19%
+17,724
24
$2.06M 0.16%
71,466
25
$1.8M 0.14%
+25,228