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
$3.02B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$94.1M
2
+$67.5M
3
+$54.6M
4
PDD icon
Pinduoduo
PDD
+$44.8M
5
PCT icon
PureCycle Technologies
PCT
+$40.5M

Top Sells

1
+$67.7M
2
+$37.5M
3
+$27M
4
EDU icon
New Oriental
EDU
+$26.1M
5
FIVN icon
FIVE9
FIVN
+$19.1M

Sector Composition

1 Technology 77.12%
2 Industrials 11.6%
3 Consumer Discretionary 6.42%
4 Real Estate 2.2%
5 Financials 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$692M 22.89%
3,197,352
2
$327M 10.81%
1,962,468
+5,000
3
$318M 10.51%
33,457,649
+4,264,393
4
$238M 7.88%
7,536,223
5
$216M 7.16%
9,048,954
+2,282,980
6
$215M 7.12%
2,804,620
-488,956
7
$188M 6.22%
1,146,888
+573,444
8
$121M 4.01%
12,443,048
+6,926,399
9
$68.3M 2.26%
7,935,499
-774,797
10
$67.5M 2.23%
2,349,282
-664,507
11
$66.3M 2.19%
492,166
+332,211
12
$58.6M 1.94%
6,509,215
-1,502,703
13
$53.9M 1.78%
2,983,757
14
$48.6M 1.61%
3,563,651
15
$41.6M 1.38%
20,814,314
-6,545,617
16
$36.2M 1.2%
2,923,275
17
$34.1M 1.13%
10,379,304
18
$33M 1.09%
1,796,867
+288,151
19
$29.4M 0.97%
14,389,476
20
$28.8M 0.95%
1,111,724
-399,337
21
$27.8M 0.92%
366,845
-344,488
22
$25.7M 0.85%
1,467,035
-363,967
23
$24.8M 0.82%
1,247,713
-6,475
24
$22.3M 0.74%
236,048
-286,729
25
$14.8M 0.49%
3,895,398
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