TAC
Twenty Acre Capital Portfolio holdings
AUM
$140M
This Quarter Return
-7.13%
1 Year Return
+43.17%
3 Year Return
+141.77%
5 Year Return
–
10 Year Return
–
AUM
$88.6M
AUM Growth
+$88.6M
(-10%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-12.56%
Top 10 Holdings %
Top 10 Hldgs %
61.27%
Holding
24
New
1
Increased
11
Reduced
9
Closed
–
Top Buys
1 |
Full Truck Alliance
YMM
|
$3.52M |
2 |
XPeng
XPEV
|
$2.1M |
3 |
Alphabet (Google) Class A
GOOGL
|
$1.94M |
4 |
UiPath
PATH
|
$1.01M |
5 |
Okta
OKTA
|
$745K |
Top Sells
1 |
Root
ROOT
|
$12.4M |
2 |
Pure Storage
PSTG
|
$2.98M |
3 |
Uber
UBER
|
$2.37M |
4 |
Coupang
CPNG
|
$1.96M |
5 |
Pinduoduo
PDD
|
$1.05M |
Sector Composition
1 | Technology | 50.06% |
2 | Consumer Discretionary | 24.87% |
3 | Communication Services | 9.62% |
4 | Financials | 9.61% |
5 | Industrials | 3.83% |