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
$4.44B
AUM Growth
+$410M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$245M
2
+$123M
3
+$71.1M
4
ZM icon
Zoom
ZM
+$65.5M
5
RNW icon
ReNew
RNW
+$56.6M

Top Sells

1
+$93.5M
2
+$28.7M
3
+$27.6M
4
ZH
Zhihu
ZH
+$1.65M
5
COE
51Talk Online Education Group
COE
+$594K

Sector Composition

1 Technology 72.63%
2 Real Estate 9.04%
3 Industrials 8.08%
4 Consumer Discretionary 4.19%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$676M 15.21%
4,535,994
+128,466
2
$503M 11.33%
4,892,073
+421,704
3
$490M 11.04%
9,482,562
+306,370
4
$402M 9.04%
19,557,811
+11,929,968
5
$318M 7.17%
13,608,692
+1,205,979
6
$303M 6.83%
2,007,931
+220,553
7
$251M 5.66%
4,397,337
8
$236M 5.32%
17,787,099
+443,646
9
$207M 4.66%
5,209,912
+136,078
10
$132M 2.97%
2,040,235
+71,227
11
$123M 2.76%
+12,419,240
12
$94.7M 2.13%
3,521,015
+504,581
13
$91.4M 2.06%
1,008,189
+516,963
14
$77.8M 1.75%
1,144,377
+123,363
15
$76.2M 1.71%
295,822
+13,271
16
$75.1M 1.69%
500,592
+7,669
17
$71.1M 1.6%
+1,070,807
18
$65.5M 1.48%
+250,575
19
$60.6M 1.36%
7,205,162
+3,124,291
20
$56.6M 1.27%
+5,545,179
21
$36.3M 0.82%
1,101,584
+34,454
22
$35.4M 0.8%
+389,112
23
$28.6M 0.64%
516,396
-29,812
24
$21M 0.47%
+96,431
25
$10.2M 0.23%
1,500,000
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