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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
+0.16%
1 Year Est. Return
+49.87%
3 Year Est. Return
+196.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$108M
AUM Growth
+$4.17M
(+4%)
Cap. Flow
+$3.08M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
70.85%
Holding
17
New
–
Increased
9
Reduced
7
Closed
1
Top Buys
| 1 |
Flywire
FLYW
|
+$3.02M |
| 2 |
Domo
DOMO
|
+$2.99M |
| 3 |
Uber
UBER
|
+$1.68M |
| 4 |
Okta
OKTA
|
+$1.29M |
| 5 |
XPeng
XPEV
|
+$1.13M |
Top Sells
| 1 |
Alibaba
BABA
|
+$3.34M |
| 2 |
P
Everpure Inc
P
|
+$2.1M |
| 3 |
Full Truck Alliance
YMM
|
+$1.71M |
| 4 |
Snap
SNAP
|
+$945K |
| 5 |
Coupang
CPNG
|
+$876K |
Sector Composition
| 1 | Technology | 68.06% |
| 2 | Consumer Discretionary | 26.07% |
| 3 | Financials | 5.88% |
| 4 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
ServiceNow
NOW
$115B
| $11.1M | 10.28% |
48,550
-2,450
| -5% | -$360K |
|
2
Cisco
CSCO
$470B
| $7.86M | 7.3% |
151,400
+11,300
| +8% | +$537K |
|
|
3
Okta
OKTA
$24.3B
| $7.43M | 6.9% |
82,541
+13,600
| +20% | +$1.29M |
|
|
4
Uber
UBER
$151B
| $7.42M | 6.89% |
163,700
+24,100
| +17% | +$1.68M |
|
5
Grab
GRAB
$16.1B
| $7.39M | 6.86% |
2,031,800
-43,700
| -2% | -$153K |
|
|
6
Alibaba
BABA
$269B
| $7.39M | 6.86% |
24,200
-43,500
| -64% | -$3.34M |
|
|
7
Full Truck Alliance
YMM
$8.89B
| $7.3M | 6.77% |
888,800
-200,600
| -18% | -$1.71M |
|
8
Amazon
AMZN
$2.66T
| $7.14M | 6.63% |
43,000
+3,800
| +10% | +$698K |
|
9
Box
BOX
$4.07B
| $6.82M | 6.34% |
235,700
+34,200
| +17% | +$911K |
|
|
10
Coupang
CPNG
$32.2B
| $6.49M | 6.03% |
424,514
-40,400
| -9% | -$876K |
|
|
11
Flywire
FLYW
$2.19B
| $6.41M | 5.95% |
321,700
+159,900
| +99% | +$3.02M |
|
12
PayPal
PYPL
$42B
| $6.33M | 5.88% |
118,100
+11,300
| +11% | +$719K |
|
|
P
13
Everpure Inc
P
$25.1B
| $6.19M | 5.75% |
82,900
-36,300
| -30% | -$2.1M |
|
14
Pinduoduo
PDD
$120B
| $5.84M | 5.42% |
48,500
-3,000
| -6% | -$406K |
|
|
15
Domo
DOMO
$153M
| $5.4M | 5.02% |
661,400
+400,000
| +153% | +$2.99M |
|
|
16
XPeng
XPEV
$12.4B
| $1.21M | 1.12% |
634,400
+142,600
| +29% | +$1.13M |
|
|
17
Snap
SNAP
$7.84B
| – | – |
-24,200
| Closed | -$945K |
|
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