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
$1.98B
AUM Growth
-$684M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$17.4M
3
+$12.3M
4
RUN icon
Sunrun
RUN
+$9.32M
5
FUTU icon
Futu Holdings
FUTU
+$7.63M

Top Sells

1
+$90.1M
2
+$56.4M
3
+$39.3M
4
AMD icon
Advanced Micro Devices
AMD
+$34.7M
5
YMM icon
Full Truck Alliance
YMM
+$30.2M

Sector Composition

1 Technology 77.21%
2 Industrials 14.24%
3 Consumer Discretionary 5.05%
4 Financials 2.22%
5 Real Estate 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OPEN icon
26
Opendoor
OPEN
$5.47B
– –
-1,667,413
FLUT icon
27
Flutter Entertainment
FLUT
$43.9B
– –
-21,964
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