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
$2.29B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$99.7M
2
+$32.6M
3
+$28.8M
4
DOYU
DouYu International Holdings
DOYU
+$25.7M
5
PDD icon
Pinduoduo
PDD
+$12.9M

Top Sells

1
+$85M
2
+$20.8M
3
+$16.6M
4
GOTU icon
Gaotu Techedu
GOTU
+$7.99M
5
CHGG icon
Chegg
CHGG
+$1.79M

Sector Composition

1 Technology 67.22%
2 Consumer Discretionary 13.56%
3 Communication Services 12.42%
4 Consumer Staples 4.91%
5 Financials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$341M 14.9%
7,360,799
+122,633
2
$335M 14.62%
2,582,179
-160,178
3
$248M 10.85%
3,015,112
+1,210,829
4
$175M 7.66%
8,619,044
5
$130M 5.7%
4,231,582
6
$126M 5.49%
3,901,215
+400,000
7
$118M 5.16%
7,562,371
-68,582
8
$116M 5.08%
2,163,247
+105,917
9
$104M 4.56%
3,482,917
-59,788
10
$95.7M 4.18%
820,136
+39,048
11
$92.2M 4.03%
4,450,425
+211,882
12
$75M 3.28%
3,172,039
+253,070
13
$61.1M 2.67%
2,731,792
+177,684
14
$53M 2.31%
858,422
+37,282
15
$47M 2.05%
835,128
+512,580
16
$43.3M 1.89%
2,707,292
+144,603
17
$32.6M 1.42%
+487,982
18
$25.7M 1.12%
+313,917
19
$20.9M 0.92%
2,749,322
+75,004
20
$11.2M 0.49%
391,635
-2,965,244
21
$10.8M 0.47%
1,390,318
22
$9.18M 0.4%
917,532
23
$5.79M 0.25%
378,300
-521,700
24
$4.63M 0.2%
175,000
25
$2.52M 0.11%
163,927
1
2