TAC

Twenty Acre Capital Portfolio holdings

AUM $12.4M
1-Year Est. Return 49.92%
This Fund
S&P 500
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
$189M
$12.4M 100%
781,400
AMZN icon
2
Amazon
AMZN
$2.38T
– –
-44,400
BABA icon
3
Alibaba
BABA
$377B
– –
-35,200
BILL icon
4
BILL Holdings
BILL
$3.57B
– –
-181,400
CPNG icon
5
Coupang
CPNG
$30.7B
– –
-380,514
FLYW icon
6
Flywire
FLYW
$1.32B
– –
-317,100
GRAB icon
7
Grab
GRAB
$17B
– –
-1,865,200
MRVL icon
8
Marvell Technology
MRVL
$62.9B
– –
-61,800
NOW icon
9
ServiceNow
NOW
$107B
– –
-48,150
OKTA icon
10
Okta
OKTA
$14.6B
– –
-73,841
PDD icon
11
Pinduoduo
PDD
$144B
– –
-81,200
PSTG icon
12
Pure Storage
PSTG
$21.2B
– –
-196,928
SNOW icon
13
Snowflake
SNOW
$53.6B
– –
-48,500
UBER icon
14
Uber
UBER
$156B
– –
-143,100
XPEV icon
15
XPeng
XPEV
$16.1B
– –
-397,400
YMM icon
16
Full Truck Alliance
YMM
$10.1B
– –
-786,100