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
$2.55B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$76.2M
2
+$56.1M
3
+$37.4M
4
PAGS icon
PagSeguro Digital
PAGS
+$37M
5
GOTU icon
Gaotu Techedu
GOTU
+$33.2M

Top Sells

1
+$59.3M
2
+$15.6M
3
+$11.3M
4
ATUS icon
Altice USA
ATUS
+$11.2M
5
CHGG icon
Chegg
CHGG
+$2.56M

Sector Composition

1 Technology 64.91%
2 Consumer Discretionary 15.13%
3 Communication Services 9.73%
4 Consumer Staples 6.82%
5 Financials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$362M 14.21%
2,475,282
-106,897
2
$288M 11.32%
8,444,348
+1,083,549
3
$270M 10.6%
4,199,555
+1,184,443
4
$231M 9.06%
8,619,044
5
$157M 6.18%
2,399,129
+235,882
6
$129M 5.08%
3,415,326
-67,591
7
$117M 4.59%
7,897,874
+335,503
8
$110M 4.34%
902,783
+82,647
9
$109M 4.3%
4,231,582
10
$104M 4.1%
1,337,148
+478,726
11
$93.6M 3.67%
5,114,579
+664,154
12
$88.3M 3.47%
2,333,804
-1,567,411
13
$78M 3.06%
3,255,354
+523,562
14
$75.6M 2.97%
786,852
+298,870
15
$58.8M 2.31%
2,707,292
16
$56.1M 2.2%
+1,424,888
17
$50.8M 1.99%
962,184
+127,056
18
$45.6M 1.79%
2,541,534
-630,505
19
$41.5M 1.63%
1,897,169
+1,518,869
20
$28.5M 1.12%
336,643
+22,726
21
$20.9M 0.82%
2,878,267
+128,945
22
$11.4M 0.45%
1,390,318
23
$10.1M 0.4%
922,352
+4,820
24
$3.91M 0.15%
209,750
+34,750
25
$2.77M 0.11%
70,566
-175
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