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
$1.77B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$50.1M
3
+$26.4M
4
PAGS icon
PagSeguro Digital
PAGS
+$19.6M
5
PDD icon
Pinduoduo
PDD
+$14.4M

Top Sells

1
+$101M
2
+$72.2M
3
+$39.3M
4
ESTC icon
Elastic
ESTC
+$4.36M
5
CD
Chindata Group Holdings Limited American Depositary Shares
CD
+$1.23M

Sector Composition

1 Technology 64.45%
2 Industrials 15.17%
3 Consumer Discretionary 11.68%
4 Consumer Staples 3.04%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$299M 16.84%
2,736,388
-660,949
2
$235M 13.26%
4,565,679
-84,647
3
$204M 11.49%
3,145,528
+773,185
4
$197M 11.13%
29,193,256
5
$169M 9.55%
2,495,298
+837,067
6
$112M 6.33%
12,851,840
+2,245,173
7
$98.7M 5.56%
48,956
+13,108
8
$73.9M 4.17%
906,722
+176,540
9
$71.8M 4.05%
8,273,750
-4,529,699
10
$61.9M 3.49%
14,328,391
+86,012
11
$48.4M 2.73%
6,076,176
-154,508
12
$37.6M 2.12%
32,436,371
+189,047
13
$36.9M 2.08%
5,420,307
14
$34.6M 1.95%
3,888,808
+145,030
15
$30.9M 1.74%
888,051
-26,462
16
$25.2M 1.42%
1,489,256
-30,785
17
$23M 1.3%
911,924
-35,816
18
$14.2M 0.8%
2,574,462
-78,266
19
– –
-1,326,814