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
$3.25B
AUM Growth
+$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$93.2M
3
+$74.7M
4
LULU icon
lululemon athletica
LULU
+$51.4M
5
CD
Chindata Group Holdings Limited American Depositary Shares
CD
+$41.6M

Top Sells

1
+$195M
2
+$116M
3
+$98.2M
4
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$79.8M
5
TENB icon
Tenable Holdings
TENB
+$66M

Sector Composition

1 Technology 75.51%
2 Consumer Discretionary 10.87%
3 Consumer Staples 8.5%
4 Communication Services 4.72%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$530M 16.29%
4,913,384
-909,882
2
$404M 12.41%
10,711,627
-278,170
3
$346M 10.63%
4,188,531
+904,307
4
$301M 9.24%
8,619,044
5
$236M 7.27%
3,309,954
+257,785
6
$207M 6.37%
13,331,513
+1,403,739
7
$199M 6.11%
1,580,919
+73,644
8
$165M 5.06%
600,768
-709,735
9
$116M 3.56%
4,397,337
10
$114M 3.51%
+1,394,340
11
$93.2M 2.86%
+3,065,405
12
$78.2M 2.4%
3,378,375
+713,183
13
$73.2M 2.25%
1,908,834
-421,644
14
$61.4M 1.89%
761,715
-381,611
15
$56.1M 1.72%
2,674,649
+624,408
16
$51.4M 1.58%
+155,983
17
$41.6M 1.28%
+2,565,752
18
$40.3M 1.24%
1,715,943
-397,675
19
$32.7M 1.01%
247,611
-1,349
20
$30M 0.92%
1,159,327
-7,036
21
$22.8M 0.7%
+48,401
22
$17.8M 0.55%
1,143,140
-5,111,834
23
$11.6M 0.36%
406,787
+115,059
24
$10.2M 0.31%
133,728
+2,908
25
$9.55M 0.29%
92,806
-8,078
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