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
$3.01B
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$36.9M
3
+$25M
4
S icon
SentinelOne
S
+$19.6M
5
MNSO icon
MINISO
MNSO
+$19.1M

Top Sells

1
+$63.6M
2
+$48.9M
3
+$22.5M
4
BKNG icon
Booking.com
BKNG
+$20.9M
5
CHGG icon
Chegg
CHGG
+$14M

Sector Composition

1 Technology 72.52%
2 Industrials 8.38%
3 Consumer Discretionary 8.13%
4 Consumer Staples 3.98%
5 Real Estate 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$539M 17.91%
4,197,352
2
$355M 11.8%
3,544,012
-487,707
3
$262M 8.7%
7,536,223
-646,780
4
$253M 8.41%
+1,272,278
5
$218M 7.25%
1,208,929
-352,217
6
$182M 6.03%
29,193,256
7
$146M 4.84%
2,347,108
+34,681
8
$143M 4.74%
6,122,877
+838,818
9
$137M 4.55%
9,593,685
+64,671
10
$98.5M 3.27%
1,833,580
+335,588
11
$89.9M 2.99%
29,672,455
+3,418,921
12
$62.4M 2.07%
718,278
-125,461
13
$60.3M 2%
5,054,959
+344,983
14
$59.8M 1.99%
1,890,121
-170,265
15
$57.3M 1.9%
7,567,260
-1,843,567
16
$41.1M 1.36%
353,202
-97,761
17
$40.8M 1.36%
10,379,304
-8
18
$38.9M 1.29%
14,389,476
19
$36.9M 1.23%
+5,072,462
20
$27.1M 0.9%
1,511,061
+11,780
21
$26.1M 0.87%
7,207
-5,773
22
$25M 0.83%
+773,865
23
$20.7M 0.69%
1,507,462
+11,962
24
$20.3M 0.67%
1,694,451
+1,190,463
25
$19.1M 0.64%
+932,629
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