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
$2.25B
AUM Growth
+$473M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1 +$172M
2 +$44.8M
3 +$30.3M
4
RNG icon
RingCentral
RNG
+$25M
5
PI icon
Impinj
PI
+$15.1M

Top Sells

1 +$71.8M
2 +$7.39M

Sector Composition

1 Technology 71.27%
2 Consumer Discretionary 10.26%
3 Industrials 9.1%
4 Consumer Staples 4.19%
5 Real Estate 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$386M 17.18%
2,848,085
+111,697
2
$301M 13.39%
3,070,122
-75,406
3
$273M 12.14%
4,712,076
+146,397
4
$204M 9.1%
29,193,256
5
$186M 8.29%
2,576,950
+81,652
6
$172M 7.65%
+10,499,060
7
$134M 5.96%
50,506
+1,550
8
$114M 5.07%
13,295,793
+443,953
9
$69.1M 3.07%
909,878
+3,156
10
$60M 2.67%
14,389,476
+61,085
11
$59.7M 2.66%
3,662,649
+2,750,725
12
$59M 2.63%
33,536,666
+1,100,295
13
$42.6M 1.9%
6,098,506
+22,330
14
$34.4M 1.53%
891,469
+3,418
15
$32.3M 1.44%
5,420,307
16
$30.3M 1.35%
+400,060
17
$27.5M 1.22%
3,907,220
+18,412
18
$25M 1.11%
+813,575
19
$21.9M 0.98%
1,519,437
+30,181
20
$14.9M 0.66%
2,653,377
+78,915
21
-8,273,750