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
$3.94B
AUM Growth
+$685M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$231M
2
+$82.3M
3
+$42.5M
4
PAGS icon
PagSeguro Digital
PAGS
+$39.5M
5
PDD icon
Pinduoduo
PDD
+$32.3M

Top Sells

1
+$389M
2
+$301M
3
+$193M
4
DOMO icon
Domo
DOMO
+$73.2M
5
JOYY
JOYY Inc
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 Change
in Stake 		Capital Flow
1
$688M 17.46%
4,705,317
-208,067
2
$649M 16.47%
11,406,517
+694,890
3
$461M 11.71%
13,381,513
+50,000
4
$359M 9.11%
3,912,302
+2,517,962
5
$346M 8.79%
1,972,937
-2,215,594
6
$263M 6.69%
1,766,872
+185,953
7
$249M 6.31%
2,753,233
-556,721
8
$184M 4.67%
4,397,337
9
$99M 2.51%
2,192,812
-872,593
10
$96.1M 2.44%
2,769,888
-608,487
11
$87.7M 2.23%
1,914,222
+1,795,454
12
$85.9M 2.18%
3,586,190
+1,020,438
13
$80.6M 2.05%
231,567
+75,584
14
$61.1M 1.55%
1,335,910
+929,123
15
$39.3M 1%
1,900,605
-774,044
16
$32.3M 0.82%
+181,979
17
$31.1M 0.79%
1,171,204
+11,877
18
$27.4M 0.7%
+376,712
19
$21.7M 0.55%
794,625
-921,318
20
$19.2M 0.49%
56,870
+8,469
21
$14.3M 0.36%
131,994
-1,734
22
$12.9M 0.33%
+152,086
23
$12.8M 0.33%
+50,000
24
$10.8M 0.28%
32,007
-568,761
25
$7.16M 0.18%
+395,103
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