TAC

Twenty Acre Capital Portfolio holdings

AUM $12.4M
1-Year Est. Return 49.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.87%
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
$150M
$12.4M 100%
781,400
PDD icon
2
Pinduoduo
PDD
$137B
– –
-81,200
PSTG icon
3
Everpure, Inc.
PSTG
$21.3B
– –
-196,928
AMZN icon
4
Amazon
AMZN
$2.26T
– –
-44,400
BABA icon
5
Alibaba
BABA
$301B
– –
-35,200
BILL icon
6
BILL Holdings
BILL
$4.01B
– –
-181,400
CPNG icon
7
Coupang
CPNG
$35.3B
– –
-380,514
FLYW icon
8
Flywire
FLYW
$1.52B
– –
-317,100
GRAB icon
9
Grab
GRAB
$14.9B
– –
-1,865,200
MRVL icon
10
Marvell Technology
MRVL
$78.8B
– –
-61,800
NOW icon
11
ServiceNow
NOW
$116B
– –
-48,150
OKTA icon
12
Okta
OKTA
$14.3B
– –
-73,841
SNOW icon
13
Snowflake
SNOW
$59.6B
– –
-48,500
UBER icon
14
Uber
UBER
$155B
– –
-143,100
XPEV icon
15
XPeng
XPEV
$18B
– –
-397,400
YMM icon
16
Full Truck Alliance
YMM
$8.68B
– –
-786,100