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
$1.78B
AUM Growth
-$542M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$56.1M
2
+$28.2M
3
+$26.8M
4
RNW icon
ReNew
RNW
+$16.7M
5
AMD icon
Advanced Micro Devices
AMD
+$3.98M

Top Sells

1
+$22.7M
2
+$5.66M
3
+$2.02M
4
LUXE
LuxExperience B.V.
LUXE
+$1.2M
5
CHGG icon
Chegg
CHGG
+$612K

Sector Composition

1 Technology 64.95%
2 Industrials 16.97%
3 Real Estate 8.08%
4 Consumer Discretionary 4.97%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$304M 17.09%
4,496,835
+416,633
2
$217M 12.17%
29,193,256
3
$199M 11.2%
3,397,337
4
$173M 9.69%
2,255,894
+52,064
5
$144M 8.08%
30,529,038
+5,696,781
6
$138M 7.78%
1,519,539
+19,821
7
$103M 5.77%
10,032,882
+142,352
8
$85.4M 4.8%
12,490,291
-295,273
9
$84.8M 4.76%
5,420,307
+54,627
10
$73.1M 4.11%
14,191,872
+188,669
11
$56.1M 3.15%
+756,902
12
$55.9M 3.14%
7,208,216
+96,224
13
$55.6M 3.12%
899,020
-91,557
14
$32.8M 1.84%
3,323,129
-121,775
15
$24.9M 1.4%
1,477,232
-5,705
16
$17.2M 0.97%
914,740
-32,581
17
$16.7M 0.94%
+2,580,270
18
– –
-2,759,876