TAC

Twenty Acre Capital Portfolio holdings

AUM $12.4M
1-Year Est. Return 49.92%
This Quarter Est. Return
1 Year Est. Return
+49.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.4M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$13.4M
2
+$11.4M
3
+$11.3M
4
SNOW icon
Snowflake
SNOW
+$10.9M
5
NOW icon
ServiceNow
NOW
+$9.9M

Sector Composition

1 Technology 100%
2 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOMO icon
1
Domo
DOMO
$359M
$12.4M 100%
781,400
UBER icon
2
Uber
UBER
$164B
– –
-143,100
XPEV icon
3
XPeng
XPEV
$17.2B
– –
-397,400
YMM icon
4
Full Truck Alliance
YMM
$11.8B
– –
-786,100
AMZN icon
5
Amazon
AMZN
$2.37T
– –
-44,400
BABA icon
6
Alibaba
BABA
$351B
– –
-35,200
BILL icon
7
BILL Holdings
BILL
$5.34B
– –
-181,400
CPNG icon
8
Coupang
CPNG
$41.5B
– –
-380,514
FLYW icon
9
Flywire
FLYW
$1.76B
– –
-317,100
GRAB icon
10
Grab
GRAB
$19.9B
– –
-1,865,200
MRVL icon
11
Marvell Technology
MRVL
$69.3B
– –
-61,800
NOW icon
12
ServiceNow
NOW
$162B
– –
-9,630
OKTA icon
13
Okta
OKTA
$15.7B
– –
-73,841
PDD icon
14
Pinduoduo
PDD
$149B
– –
-81,200
PSTG icon
15
Pure Storage
PSTG
$21.9B
– –
-196,928
SNOW icon
16
Snowflake
SNOW
$74B
– –
-48,500