SCH

Sylebra Capital (HK) Portfolio holdings

AUM $1.88B
1-Year Return 19.73%
This Quarter Return
-21.02%
1 Year Return
+19.73%
3 Year Return
+17.09%
5 Year Return
+254.28%
10 Year Return
–
AUM
$1.3B
AUM Growth
-$326M
Cap. Flow
+$62.9M
Cap. Flow %
4.82%
Top 10 Hldgs %
82.95%
Holding
25
New
2
Increased
14
Reduced
6
Closed
–

Top Buys

1
WIX icon
WIX.com
WIX
+$37M
2
FIVN icon
FIVE9
FIVN
+$21.1M
3
DOMO icon
Domo
DOMO
+$20.5M
4
PAGS icon
PagSeguro Digital
PAGS
+$13M
5
HUYA
Huya Inc
HUYA
+$10.5M

Top Sells

1
VSAT icon
Viasat
VSAT
+$36.1M
2
JOYY
JOYY Inc. American Depositary Shares
JOYY
+$19.7M
3
CVNA icon
Carvana
CVNA
+$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 Shares
Change % 		Capital Flow
COUP
1
DELISTED
Coupa Software Incorporated
COUP
$224M 17.16%
3,562,820
+81,852
+2% +$5.15M
CHGG icon
2
Chegg
CHGG
$167M
$197M 15.13%
6,946,262
+301,487
+5% +$8.57M
LNW icon
3
Light & Wonder
LNW
$7.48B
$154M 11.81%
8,619,044
– –
PAGS icon
4
PagSeguro Digital
PAGS
$2.78B
$99.9M 7.66%
5,335,244
+695,609
+15% +$13M
FIVN icon
5
FIVE9
FIVN
$2B
$85.2M 6.53%
1,947,933
+482,346
+33% +$21.1M
ELLI
6
DELISTED
Ellie Mae Inc
ELLI
$79.7M 6.11%
1,268,787
-134,276
-10% -$8.44M
ATUS icon
7
Altice USA
ATUS
$1.12B
$65.3M 5%
3,951,109
+170,960
+5% +$2.82M
PI icon
8
Impinj
PI
$5.2B
$61.6M 4.72%
4,231,582
– –
WIX icon
9
WIX.com
WIX
$9.56B
$59.6M 4.57%
660,206
+409,839
+164% +$37M
SWCH
10
DELISTED
Switch, Inc. Class A Common Stock
SWCH
$55.7M 4.27%
7,956,876
+1,222,215
+18% +$8.56M
DOMO icon
11
Domo
DOMO
$701M
$46.9M 3.59%
2,388,392
+1,046,474
+78% +$20.5M
CVNA icon
12
Carvana
CVNA
$50B
$43.5M 3.33%
1,329,840
-273,516
-17% -$8.95M
MOMO
13
Hello Group
MOMO
$1.19B
$27M 2.07%
1,136,141
-46,424
-4% -$1.1M
HUYA
14
Huya Inc
HUYA
$780M
$24M 1.84%
1,548,349
+678,598
+78% +$10.5M
UNIT
15
Uniti Group
UNIT
$1.71B
$20.6M 1.58%
1,320,849
+38,926
+3% +$606K
JOYY
16
JOYY Inc. American Depositary Shares
JOYY
$3.21B
$13.7M 1.05%
228,308
-328,413
-59% -$19.7M
VSAT icon
17
Viasat
VSAT
$4.1B
$11.4M 0.87%
192,762
-612,702
-76% -$36.1M
GHG
18
GreenTree Hospitality
GHG
$227M
$9.86M 0.76%
758,975
+101,803
+15% +$1.32M
VNET
19
VNET Group
VNET
$2.57B
$6.45M 0.49%
746,662
+448,672
+151% +$3.88M
TENB icon
20
Tenable Holdings
TENB
$3.62B
$6.33M 0.49%
285,304
+255,304
+851% +$5.67M
DOCU icon
21
DocuSign
DOCU
$16.1B
$3.56M 0.27%
88,877
-146,123
-62% -$5.86M
FENG
22
Phoenix New Media
FENG
$30.7M
$3.03M 0.23%
157,739
+233
+0.1% +$4.47K
CRM icon
23
Salesforce
CRM
$231B
$2.43M 0.19%
+17,724
New +$2.43M
COE
24
51Talk Online Education Group
COE
$280M
$2.06M 0.16%
71,466
– –
ESTC icon
25
Elastic
ESTC
$9.3B
$1.8M 0.14%
+25,228
New +$1.8M