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
$3.87B
AUM Growth
-$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$438M
2
+$216M
3
+$47.9M
4
ESTC icon
Elastic
ESTC
+$38.2M
5
OPEN icon
Opendoor
OPEN
+$29.2M

Top Sells

1
+$192M
2
+$95M
3
+$90.6M
4
PAGS icon
PagSeguro Digital
PAGS
+$75.7M
5
NOVA
Sunnova Energy
NOVA
+$43.4M

Sector Composition

1 Technology 73.22%
2 Industrials 11.32%
3 Consumer Staples 6.14%
4 Consumer Discretionary 3.31%
5 Financials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$561M 14.51%
5,048,948
+343,631
2
$452M 11.69%
9,771,293
-1,635,224
3
$438M 11.32%
+17,182,391
4
$414M 10.69%
12,753,228
-628,285
5
$334M 8.64%
4,258,210
+345,908
6
$250M 6.46%
4,397,337
7
$238M 6.14%
4,095,864
+3,719,152
8
$229M 5.92%
1,890,889
+124,017
9
$141M 3.64%
1,644,037
-1,109,196
10
$128M 3.31%
790,736
-1,182,201
11
$122M 3.14%
765,469
-570,441
12
$101M 2.61%
2,244,729
+330,507
13
$73.9M 1.91%
241,025
+9,458
14
$62.6M 1.62%
1,939,235
-830,653
15
$62.5M 1.61%
3,777,937
+191,747
16
$57.3M 1.48%
928,362
+776,276
17
$46.1M 1.19%
1,128,898
-1,063,914
18
$34.7M 0.9%
258,935
+76,956
19
$31.3M 0.81%
1,312,403
+141,199
20
$29.2M 0.75%
+1,376,748
21
$19.5M 0.5%
+689,017
22
$19.5M 0.5%
+400,000
23
$16.2M 0.42%
662,939
-1,237,666
24
$8.33M 0.22%
102,353
-29,641
25
$1.14M 0.03%
+27,727
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