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TAC
Twenty Acre Capital Portfolio holdings
AUM
$12.4M
1-Year Est. Return
49.87%
This Fund
S&P 500
This Quarter
Est. Return
+6.67%
1 Year Est. Return
+49.87%
3 Year Est. Return
+196.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$92M
AUM Growth
-$1.55M
(-1.7%)
Cap. Flow
-$6.74M
Cap. Flow
% of AUM
-7.32%
Top 10 Holdings %
Top 10 Hldgs %
69.75%
Holding
20
New
3
Increased
3
Reduced
12
Closed
2
Top Buys
| 1 |
Grab
GRAB
|
+$4.67M |
| 2 |
Snap
SNAP
|
+$3.9M |
| 3 |
Logitech
LOGI
|
+$2.82M |
| 4 |
Domo
DOMO
|
+$2.27M |
| 5 |
Full Truck Alliance
YMM
|
+$971K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$4.43M |
| 2 |
ATVI
Activision Blizzard
ATVI
|
+$4.32M |
| 3 |
Pinduoduo
PDD
|
+$2.79M |
| 4 |
P
Everpure Inc
P
|
+$2.52M |
| 5 |
Lyft
LYFT
|
+$2.3M |
Sector Composition
| 1 | Technology | 65.84% |
| 2 | Consumer Discretionary | 25.04% |
| 3 | Communication Services | 9.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Uber
UBER
$151B
| $8.27M | 8.99% |
179,800
-13,900
| -7% | -$635K |
|
2
ServiceNow
NOW
$115B
| $7.04M | 7.65% |
62,950
-9,550
| -13% | -$1.09M |
|
3
Coupang
CPNG
$32.2B
| $6.96M | 7.57% |
409,614
-22,500
| -5% | -$405K |
|
4
Okta
OKTA
$24.3B
| $6.56M | 7.13% |
80,441
-11,600
| -13% | -$880K |
|
|
5
Pinduoduo
PDD
$120B
| $6.37M | 6.93% |
65,000
-32,400
| -33% | -$2.79M |
|
|
6
Full Truck Alliance
YMM
$8.89B
| $6.15M | 6.69% |
874,200
+140,800
| +19% | +$971K |
|
|
P
7
Everpure Inc
P
$25.1B
| $6.12M | 6.65% |
171,800
-67,900
| -28% | -$2.52M |
|
8
Cisco
CSCO
$470B
| $6.1M | 6.63% |
113,400
+4,500
| +4% | +$243K |
|
9
Amazon
AMZN
$2.66T
| $5.31M | 5.78% |
41,800
-3,700
| -8% | -$496K |
|
10
Intuit
INTU
$79.3B
| $5.29M | 5.75% |
10,350
-750
| -7% | -$380K |
|
11
Meta Platforms (Facebook)
META
$1.67T
| $5.06M | 5.5% |
16,850
-1,200
| -7% | -$362K |
|
|
ATVI
12
DELISTED
Activision Blizzard
ATVI
| $4.98M | 5.41% |
53,200
-47,400
| -47% | -$4.32M |
|
|
13
Grab
GRAB
$16.1B
| $4.63M | 5.03% |
+1,307,700
| New | +$4.67M |
|
|
14
Snap
SNAP
$7.84B
| $3.33M | 3.62% |
+373,500
| New | +$3.9M |
|
|
15
Logitech
LOGI
$14.7B
| $2.88M | 3.13% |
+41,800
| New | +$2.82M |
|
|
16
Domo
DOMO
$153M
| $2.56M | 2.79% |
261,400
+163,400
| +167% | +$2.27M |
|
17
XPeng
XPEV
$12.4B
| $2.29M | 2.49% |
124,800
-29,600
| -19% | -$502K |
|
18
Alibaba
BABA
$269B
| $2.1M | 2.28% |
24,200
-5,400
| -18% | -$494K |
|
|
19
Alphabet (Google) Class A
GOOGL
$4.3T
| – | – |
-37,000
| Closed | -$4.43M |
|
|
20
Lyft
LYFT
$5.95B
| – | – |
-671,200
| Closed | -$2.3M |
|
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