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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
+15.24%
1 Year Est. Return
+49.87%
3 Year Est. Return
+196.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$105M
AUM Growth
+$13.1M
(+14%)
Cap. Flow
+$1.42M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
72.53%
Holding
21
New
3
Increased
9
Reduced
4
Closed
3
Top Buys
| 1 |
Box
BOX
|
+$3.68M |
| 2 |
PayPal
PYPL
|
+$3.44M |
| 3 |
Alibaba
BABA
|
+$2.62M |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
+$1.9M |
| 5 |
Grab
GRAB
|
+$1.65M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$5.06M |
| 2 |
ATVI
Activision Blizzard
ATVI
|
+$4.98M |
| 3 |
Logitech
LOGI
|
+$2.88M |
| 4 |
Intuit
INTU
|
+$1.64M |
| 5 |
Uber
UBER
|
+$1.37M |
Sector Composition
| 1 | Technology | 61.23% |
| 2 | Consumer Discretionary | 28.43% |
| 3 | Communication Services | 5.03% |
| 4 | Financials | 3.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Uber
UBER
$151B
| $9.46M | 9% |
153,600
-26,200
| -15% | -$1.37M |
|
2
ServiceNow
NOW
$115B
| $8.89M | 8.46% |
62,950
| – | – |
|
3
Okta
OKTA
$24.3B
| $8.69M | 8.27% |
96,041
+15,600
| +19% | +$1.19M |
|
4
Coupang
CPNG
$32.2B
| $8.19M | 7.79% |
505,914
+96,300
| +24% | +$1.59M |
|
5
Pinduoduo
PDD
$120B
| $8.08M | 7.68% |
55,200
-9,800
| -15% | -$1.19M |
|
|
P
6
Everpure Inc
P
$25.1B
| $7.68M | 7.31% |
215,400
+43,600
| +25% | +$1.53M |
|
7
Amazon
AMZN
$2.66T
| $6.64M | 6.32% |
43,700
+1,900
| +5% | +$266K |
|
8
Full Truck Alliance
YMM
$8.89B
| $6.51M | 6.2% |
929,300
+55,100
| +6% | +$389K |
|
|
9
Grab
GRAB
$16.1B
| $6.13M | 5.83% |
1,819,400
+511,700
| +39% | +$1.65M |
|
10
Cisco
CSCO
$470B
| $5.96M | 5.67% |
117,900
+4,500
| +4% | +$230K |
|
11
Snap
SNAP
$7.84B
| $5.28M | 5.03% |
312,000
-61,500
| -16% | -$754K |
|
|
12
Intuit
INTU
$79.3B
| $4.61M | 4.39% |
7,380
-2,970
| -29% | -$1.64M |
|
|
13
Alibaba
BABA
$269B
| $4.43M | 4.21% |
57,100
+32,900
| +136% | +$2.62M |
|
|
14
Box
BOX
$4.07B
| $3.73M | 3.55% |
+145,600
| New | +$3.68M |
|
|
15
PayPal
PYPL
$42B
| $3.69M | 3.51% |
+60,100
| New | +$3.44M |
|
16
Domo
DOMO
$153M
| $2.69M | 2.56% |
261,400
| – | – |
|
17
XPeng
XPEV
$12.4B
| $2.55M | 2.43% |
175,100
+50,300
| +40% | +$799K |
|
|
18
KraneShares CSI China Internet ETF
KWEB
$5.21B
| $1.89M | 1.8% |
+70,000
| New | +$1.9M |
|
|
19
Logitech
LOGI
$14.7B
| – | – |
-41,800
| Closed | -$2.88M |
|
|
20
Meta Platforms (Facebook)
META
$1.67T
| – | – |
-16,850
| Closed | -$5.06M |
|
|
ATVI
21
DELISTED
Activision Blizzard
ATVI
| – | – |
-53,200
| Closed | -$4.98M |
|
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