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
$2.44B
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$90.7M
2
+$88.4M
3
+$54.4M
4
EGHT icon
8x8 Inc
EGHT
+$53.8M
5
JOYY
JOYY Inc
JOYY
+$45.4M

Top Sells

1
+$110M
2
+$60.4M
3
+$56.1M
4
FIVN icon
FIVE9
FIVN
+$47.3M
5
COUP
Coupa Software Incorporated
COUP
+$41.2M

Sector Composition

1 Technology 66.31%
2 Communication Services 16.26%
3 Consumer Staples 9.21%
4 Consumer Discretionary 5.81%
5 Financials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$323M 13.22%
5,783,588
+1,584,033
2
$305M 12.48%
2,180,657
-294,625
3
$207M 8.49%
10,723,400
+2,279,052
4
$169M 6.9%
1,584,689
+247,541
5
$136M 5.57%
1,780,276
-618,853
6
$132M 5.42%
9,174,746
+1,276,872
7
$125M 5.11%
8,996,695
+3,882,116
8
$113M 4.63%
3,161,847
-253,479
9
$102M 4.2%
2,419,273
+522,104
10
$96.6M 3.96%
1,814,366
+852,182
11
$90.7M 3.72%
+4,070,069
12
$83.6M 3.42%
8,619,044
13
$74.2M 3.04%
3,392,292
+136,938
14
$73.5M 3.01%
4,397,337
+165,755
15
$54.4M 2.23%
+3,792,922
16
$52.6M 2.15%
3,793,098
+914,831
17
$50.4M 2.07%
358,126
-428,726
18
$50M 2.05%
1,387,364
-946,440
19
$44.1M 1.81%
2,602,128
+60,594
20
$26.9M 1.1%
2,707,292
21
$23.7M 0.97%
+659,018
22
$21.6M 0.88%
336,643
23
$17.7M 0.73%
+548,687
24
$17.3M 0.71%
+211,138
25
$14.8M 0.61%
+231,901
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