TAC

Twenty Acre Capital Portfolio holdings

AUM $140M
1-Year Est. Return 43.17%
This Quarter Est. Return
1 Year Est. Return
+43.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$4.85M
2
+$4.78M
3
+$2.33M
4
PDD icon
Pinduoduo
PDD
+$2.08M
5
DOMO icon
Domo
DOMO
+$1.68M

Top Sells

1
+$7.5M
2
+$4.84M
3
+$4.09M
4
XPEV icon
XPeng
XPEV
+$1.29M
5
OKTA icon
Okta
OKTA
+$1.22M

Sector Composition

1 Technology 70.91%
2 Consumer Discretionary 29.09%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
1
Uber
UBER
$201B
$13.4M 9.53%
143,100
-43,800
CPNG icon
2
Coupang
CPNG
$58.3B
$11.4M 8.14%
380,514
-27,100
PSTG icon
3
Pure Storage
PSTG
$32.4B
$11.3M 8.1%
196,928
+40,500
DOMO icon
4
Domo
DOMO
$565M
$10.9M 7.8%
781,400
+120,000
SNOW icon
5
Snowflake
SNOW
$93.1B
$10.9M 7.75%
48,500
-4,200
NOW icon
6
ServiceNow
NOW
$191B
$9.9M 7.07%
9,630
+1,020
AMZN icon
7
Amazon
AMZN
$2.61T
$9.74M 6.96%
44,400
+4,100
GRAB icon
8
Grab
GRAB
$24.5B
$9.38M 6.7%
1,865,200
+193,100
YMM icon
9
Full Truck Alliance
YMM
$13.6B
$9.28M 6.63%
786,100
-25,100
PDD icon
10
Pinduoduo
PDD
$191B
$8.5M 6.07%
81,200
+19,900
BILL icon
11
BILL Holdings
BILL
$4.98B
$8.39M 5.99%
181,400
+104,900
OKTA icon
12
Okta
OKTA
$16.1B
$7.38M 5.27%
73,841
-12,200
XPEV icon
13
XPeng
XPEV
$22.4B
$7.11M 5.07%
397,400
-71,900
MRVL icon
14
Marvell Technology
MRVL
$80.8B
$4.78M 3.42%
+61,800
BABA icon
15
Alibaba
BABA
$407B
$3.99M 2.85%
35,200
+6,500
FLYW icon
16
Flywire
FLYW
$1.63B
$3.71M 2.65%
317,100
+42,100
BOX icon
17
Box
BOX
$4.65B
– –
-153,100
PYPL icon
18
PayPal
PYPL
$64.8B
– –
-87,900
QQQ icon
19
Invesco QQQ Trust
QQQ
$400B
– –
0