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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.83M
3
+$8.65M
4
PSTG icon
Pure Storage
PSTG
+$8.56M
5
AMZN icon
Amazon
AMZN
+$8.18M

Top Sells

No sells this quarter

Sector Composition

1 Technology 50.91%
2 Consumer Discretionary 19.31%
3 Communication Services 12.27%
4 Financials 10.06%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.8M 8.41%
+1,167,300
2
$8.83M 6.88%
+247,600
3
$8.65M 6.74%
+108,000
4
$8.56M 6.67%
+242,300
5
$8.18M 6.38%
+50,200
6
$7.69M 5.99%
+200,200
7
$7.08M 5.52%
+99,000
8
$6.79M 5.29%
+309,700
9
$6.5M 5.07%
+29,250
10
$6.25M 4.87%
+28,170
11
$6.02M 4.69%
+218,100
12
$5.83M 4.54%
+329,614
13
$5.06M 3.94%
+36,400
14
$4.3M 3.35%
+22,650
15
$4.18M 3.26%
+934,400
16
$3.95M 3.08%
+98,400
17
$3.51M 2.74%
+63,020
18
$3.43M 2.67%
+120,100
19
$3.02M 2.35%
+777,606
20
$2.44M 1.9%
+974,400
21
$2.36M 1.84%
+6,500
22
$2.36M 1.84%
+66,505
23
$1.76M 1.37%
+178,800
24
$805K 0.63%
+7,400