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
$3.1B
AUM Growth
-$1.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$177M
2
+$41.5M
3
+$11.7M
4
PAGS icon
PagSeguro Digital
PAGS
+$7.75M
5
CD
Chindata Group Holdings Limited American Depositary Shares
CD
+$3.78M

Top Sells

1
+$293M
2
+$132M
3
+$93.4M
4
PI icon
Impinj
PI
+$88.7M
5
ENPH icon
Enphase Energy
ENPH
+$75.1M

Sector Composition

1 Technology 71.5%
2 Industrials 10.17%
3 Real Estate 9.32%
4 Consumer Discretionary 4.12%
5 Communication Services 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$465M 14.99%
3,777,186
-758,808
2
$411M 13.26%
2,857,302
-2,034,771
3
$301M 9.72%
3,397,337
-1,000,000
4
$289M 9.32%
19,787,357
+229,546
5
$256M 8.27%
9,778,133
+295,571
6
$232M 7.47%
13,825,103
+216,411
7
$200M 6.44%
5,281,907
+71,995
8
$177M 5.72%
+1,291,114
9
$173M 5.59%
18,121,856
+334,757
10
$142M 4.58%
12,705,935
+286,695
11
$88.1M 2.84%
1,307,871
-700,060
12
$73M 2.35%
3,441,045
-79,970
13
$69.5M 2.24%
1,288,420
+217,613
14
$52.2M 1.68%
894,716
-113,473
15
$51.3M 1.65%
7,778,526
+573,364
16
$41.5M 1.34%
+5,327,752
17
$30.5M 0.98%
994,779
-149,598
18
$17.1M 0.55%
111,990
-183,832
19
$14.8M 0.48%
445,373
-71,023
20
$9.68M 0.31%
1,500,000
21
$3.56M 0.11%
+155,368
22
$2.69M 0.09%
+24,218
23
– –
-500,592
24
– –
-389,112
25
– –
-2,040,235
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