SCH

Sylebra Capital (HK) Portfolio holdings

AUM $1.88B
This Quarter Return
+53.05%
1 Year Return
+19.73%
3 Year Return
+17.09%
5 Year Return
+254.28%
10 Year Return
–
AUM
$3.94B
AUM Growth
+$3.94B
Cap. Flow
-$690M
Cap. Flow %
-17.52%
Top 10 Hldgs %
86.16%
Holding
35
New
6
Increased
10
Reduced
9
Closed
9

Top Buys

1
AMD icon
Advanced Micro Devices
AMD
$231M
2
LSCC icon
Lattice Semiconductor
LSCC
$82.3M
3
FUTU icon
Futu Holdings
FUTU
$42.5M
4
PAGS icon
PagSeguro Digital
PAGS
$39.5M
5
PDD icon
Pinduoduo
PDD
$32.3M

Top Sells

1
ENPH icon
Enphase Energy
ENPH
$389M
2
LNW icon
Light & Wonder
LNW
$301M
3
COUP
Coupa Software Incorporated
COUP
$193M
4
DOMO icon
Domo
DOMO
$73.2M
5
JOYY
JOYY Inc. American Depositary Shares
JOYY
$61.4M

Sector Composition

1 Technology 85.1%
2 Consumer Staples 8.3%
3 Consumer Discretionary 2.87%
4 Communication Services 2.18%
5 Financials 1.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ESTC icon
1
Elastic
ESTC
$9.04B
$688M 17.46%
4,705,317
-208,067
-4% -$30.4M
PAGS icon
2
PagSeguro Digital
PAGS
$2.63B
$649M 16.47%
11,406,517
+694,890
+6% +$39.5M
EGHT icon
3
8x8 Inc
EGHT
$269M
$461M 11.71%
13,381,513
+50,000
+0.4% +$1.72M
AMD icon
4
Advanced Micro Devices
AMD
$263B
$359M 9.11%
3,912,302
+2,517,962
+181% +$231M
ENPH icon
5
Enphase Energy
ENPH
$4.84B
$346M 8.79%
1,972,937
-2,215,594
-53% -$389M
EVBG
6
DELISTED
Everbridge, Inc. Common Stock
EVBG
$263M 6.69%
1,766,872
+185,953
+12% +$27.7M
CHGG icon
7
Chegg
CHGG
$147M
$249M 6.31%
2,753,233
-556,721
-17% -$50.3M
PI icon
8
Impinj
PI
$5.4B
$184M 4.67%
4,397,337
– –
NOVA
9
DELISTED
Sunnova Energy
NOVA
$99M 2.51%
2,192,812
-872,593
-28% -$39.4M
VNET
10
VNET Group
VNET
$2.17B
$96.1M 2.44%
2,769,888
-608,487
-18% -$21.1M
LSCC icon
11
Lattice Semiconductor
LSCC
$9.14B
$87.7M 2.23%
1,914,222
+1,795,454
+1,512% +$82.3M
CD
12
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
$85.9M 2.18%
3,586,190
+1,020,438
+40% +$24.4M
LULU icon
13
lululemon athletica
LULU
$24B
$80.6M 2.05%
231,567
+75,584
+48% +$26.3M
FUTU icon
14
Futu Holdings
FUTU
$26B
$61.1M 1.55%
1,335,910
+929,123
+228% +$42.5M
OSPN icon
15
OneSpan
OSPN
$572M
$39.3M 1%
1,900,605
-774,044
-29% -$16M
PDD icon
16
Pinduoduo
PDD
$173B
$32.3M 0.82%
+181,979
New +$32.3M
DAO
17
Youdao
DAO
$1.01B
$31.1M 0.79%
1,171,204
+11,877
+1% +$315K
AEVA
18
Aeva Technologies
AEVA
$776M
$27.4M 0.7%
+1,883,561
New +$27.4M
RPAY icon
19
Repay Holdings
RPAY
$488M
$21.7M 0.55%
794,625
-921,318
-54% -$25.1M
ZM icon
20
Zoom
ZM
$24.5B
$19.2M 0.49%
56,870
+8,469
+17% +$2.86M
COE
21
51Talk Online Education Group
COE
$229M
$14.3M 0.36%
527,976
-6,934
-1% -$188K
YSG
22
Yatsen Holding
YSG
$905M
$12.9M 0.33%
+760,432
New +$12.9M
YQ
23
17 Education & Technology Group
YQ
$17.6M
$12.8M 0.33%
+1,000,000
New +$12.8M
COUP
24
DELISTED
Coupa Software Incorporated
COUP
$10.8M 0.28%
32,007
-568,761
-95% -$193M
IH
25
iHuman
IH
$131M
$7.16M 0.18%
+395,103
New +$7.16M
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