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
$3.21B
AUM Growth
+$768M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$86.8M
3
+$57.3M
4
EGHT icon
8x8 Inc
EGHT
+$46.9M
5
DAO
Youdao
DAO
+$43.7M

Top Sells

1
+$241M
2
+$172M
3
+$102M
4
ATUS icon
Altice USA
ATUS
+$90.7M
5
PDD icon
Pinduoduo
PDD
+$80.1M

Sector Composition

1 Technology 75.77%
2 Communication Services 8.48%
3 Consumer Staples 8.18%
4 Consumer Discretionary 6.74%
5 Real Estate 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$537M 16.73%
5,823,266
+39,678
2
$388M 12.1%
10,989,797
+266,397
3
$363M 11.31%
1,310,503
-870,154
4
$209M 6.5%
1,507,275
-77,414
5
$205M 6.4%
3,052,169
-109,678
6
$191M 5.95%
11,927,774
+2,931,079
7
$156M 4.87%
3,284,224
+2,735,537
8
$133M 4.15%
8,619,044
9
$121M 3.76%
4,397,337
10
$116M 3.62%
836,489
+625,351
11
$111M 3.47%
6,254,974
-2,919,772
12
$101M 3.15%
1,143,326
-671,040
13
$75M 2.34%
2,330,478
-376,814
14
$66M 2.06%
2,214,370
-1,177,922
15
$63.6M 1.98%
2,665,192
-1,127,906
16
$57.3M 1.78%
+2,050,241
17
$52.1M 1.62%
2,113,618
-1,679,304
18
$43.7M 1.36%
+1,166,363
19
$39M 1.22%
454,749
-932,615
20
$35.7M 1.11%
+1,485,438
21
$28.7M 0.9%
248,960
-87,683
22
$25.3M 0.79%
228,320
-1,551,956
23
$16.4M 0.51%
+1,644,293
24
$16.2M 0.51%
1,733,856
+343,538
25
$13.7M 0.43%
733,588
-1,868,540
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