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
$4.03B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$93.5M
3
+$79M
4
LUXE
LuxExperience B.V.
LUXE
+$70.8M
5
AEVA
Aeva Technologies
AEVA
+$51.7M

Top Sells

1
+$122M
2
+$93.5M
3
+$73.9M
4
VNET
VNET Group
VNET
+$62.6M
5
ENPH icon
Enphase Energy
ENPH
+$54.7M

Sector Composition

1 Technology 73.88%
2 Industrials 10.17%
3 Consumer Discretionary 3.82%
4 Consumer Staples 3.52%
5 Real Estate 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$642M 15.94%
4,407,528
-641,420
2
$513M 12.73%
9,176,192
-595,101
3
$420M 10.42%
4,470,369
+212,159
4
$410M 10.17%
17,343,453
+161,062
5
$344M 8.54%
12,402,713
-350,515
6
$268M 6.65%
5,073,834
+977,970
7
$243M 6.03%
1,787,378
-103,511
8
$227M 5.63%
4,397,337
9
$135M 3.35%
7,627,843
+6,251,095
10
$111M 2.74%
1,969,008
-275,721
11
$93.5M 2.32%
+3,226,776
12
$91.8M 2.28%
3,016,434
+2,327,417
13
$90.5M 2.25%
492,923
-297,813
14
$84.9M 2.1%
1,021,014
-623,023
15
$79M 1.96%
+282,551
16
$62.4M 1.55%
491,226
+232,291
17
$61.6M 1.53%
4,080,871
+302,934
18
$44.4M 1.1%
546,208
+146,208
19
$40.2M 1%
1,067,130
-61,768
20
$28.7M 0.71%
1,243,152
-69,251
21
$27.6M 0.68%
588,340
-340,022
22
$12.3M 0.31%
+1,500,000
23
$594K 0.01%
18,969
-83,384
24
– –
-662,939
25
– –
-1,939,235
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