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
$98.4M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.22M
3
+$3.9M
4
CPNG icon
Coupang
CPNG
+$1.74M
5
UBER icon
Uber
UBER
+$1.7M

Top Sells

1
+$10.8M
2
+$7.08M
3
+$6.79M
4
DIDI
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
+$2.44M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.36M

Sector Composition

1 Technology 47.63%
2 Consumer Discretionary 27.17%
3 Communication Services 10.85%
4 Financials 9.25%
5 Industrials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
-974,400
28
– –
-1,167,300
1
2