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
$1.69B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$56.1M
3
+$53.5M
4
HUYA
Huya Inc
HUYA
+$36.2M
5
PDD icon
Pinduoduo
PDD
+$28M

Top Sells

1
+$130M
2
+$99.9M
3
+$43.5M
4
COUP
Coupa Software Incorporated
COUP
+$42.3M
5
MOMO
Hello Group
MOMO
+$27M

Sector Composition

1 Technology 61.89%
2 Communication Services 15.67%
3 Consumer Discretionary 13.48%
4 Consumer Staples 8.05%
5 Real Estate 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$282M 16.63%
3,097,674
-465,146
2
$215M 12.71%
7,214,422
+1,879,178
3
$176M 10.39%
8,619,044
4
$140M 8.28%
1,161,506
+501,300
5
$135M 7.94%
3,530,741
-3,415,521
6
$108M 6.39%
2,050,739
+102,806
7
$103M 6.1%
2,562,689
+174,297
8
$86.8M 5.12%
8,420,525
+463,649
9
$84.9M 5.01%
3,951,109
10
$79.8M 4.71%
2,836,867
+1,288,518
11
$70.9M 4.18%
4,231,582
12
$62.5M 3.69%
1,974,843
+1,689,539
13
$28M 1.65%
+1,127,939
14
$25.3M 1.49%
256,616
-1,012,171
15
$17.5M 1.03%
+233,598
16
$15.6M 0.92%
1,390,318
+69,469
17
$13M 0.77%
1,642,503
+895,841
18
$12.7M 0.75%
916,532
+157,557
19
$11.8M 0.69%
+500,000
20
$9.86M 0.58%
117,327
-110,981
21
$7.46M 0.44%
93,365
+68,137
22
$4.14M 0.24%
163,927
+6,188
23
$2.9M 0.17%
+143,701
24
$1.8M 0.11%
71,466
25
– –
-17,724
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