SC

Sylebra Capital Portfolio holdings

AUM $2.45B
1-Year Est. Return 174.98%
This Quarter Est. Return
1 Year Est. Return
+174.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.7B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$98M
2
+$67.7M
3
+$35.4M
4
NOVA
Sunnova Energy
NOVA
+$30.8M
5
FIVN icon
FIVE9
FIVN
+$29.4M

Top Sells

1
+$157M
2
+$103M
3
+$93.6M
4
NVEI
Nuvei Corporation Subordinate Voting Shares
NVEI
+$59.8M
5
ESTC icon
Elastic
ESTC
+$28.5M

Sector Composition

1 Technology 76.21%
2 Consumer Discretionary 9.18%
3 Industrials 7.06%
4 Consumer Staples 2.69%
5 Real Estate 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.4M 0.65%
1,508,716
+864,454
27
$17.4M 0.65%
773,865
28
$17.2M 0.64%
5,444,087
-2,123,173
29
$13.8M 0.51%
943,692
+480,980
30
$13.6M 0.5%
+1,676,812
31
– –
-7,207
32
– –
-2,446,153
33
– –
-1,890,121
1
2