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
$2.16B
AUM Growth
+$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$98.7M
3
+$52.5M
4
PDD icon
Pinduoduo
PDD
+$49M
5
TENB icon
Tenable Holdings
TENB
+$16.5M

Top Sells

1
+$54.1M
2
+$45M
3
+$25.3M
4
ATUS icon
Altice USA
ATUS
+$14.5M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$10.3M

Sector Composition

1 Technology 66.76%
2 Communication Services 13.17%
3 Consumer Discretionary 12.58%
4 Consumer Staples 6.88%
5 Real Estate 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$347M 16.09%
2,742,357
-355,317
2
$282M 13.07%
7,238,166
+23,744
3
$171M 7.91%
8,619,044
4
$137M 6.33%
3,542,705
+11,964
5
$135M 6.24%
1,804,283
+1,710,918
6
$121M 5.61%
4,231,582
7
$111M 5.14%
781,088
-380,418
8
$106M 4.89%
2,057,330
+6,591
9
$102M 4.73%
4,238,543
+4,094,842
10
$99.9M 4.63%
7,630,953
-789,572
11
$81.7M 3.79%
3,356,879
-594,230
12
$73.4M 3.4%
821,140
+587,542
13
$72.9M 3.38%
2,554,108
+579,265
14
$72.2M 3.35%
3,501,215
+2,373,276
15
$72.1M 3.34%
2,918,969
+82,102
16
$70M 3.24%
2,562,689
17
$22.5M 1.04%
322,548
+205,221
18
$20.8M 0.97%
2,674,318
+1,031,815
19
$16.6M 0.77%
500,000
20
$13.2M 0.61%
1,390,318
21
$11.9M 0.55%
917,532
+1,000
22
$9.71M 0.45%
+900,000
23
$4.76M 0.22%
+175,000
24
$3.2M 0.15%
163,927
25
$2.15M 0.1%
71,466
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