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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
+8.65%
1 Year Est. Return
+49.87%
3 Year Est. Return
+196.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
+$1.03M
(+0.96%)
Cap. Flow
-$6.05M
Cap. Flow
% of AUM
-5.56%
Top 10 Holdings %
Top 10 Hldgs %
69.55%
Holding
19
New
2
Increased
4
Reduced
10
Closed
1
Top Buys
| 1 |
Snowflake
SNOW
|
+$5.83M |
| 2 |
BILL Holdings
BILL
|
+$3.14M |
| 3 |
P
Everpure Inc
P
|
+$2.94M |
| 4 |
Flywire
FLYW
|
+$1.2M |
| 5 |
Okta
OKTA
|
+$795K |
Top Sells
| 1 |
Cisco
CSCO
|
+$7.86M |
| 2 |
PayPal
PYPL
|
+$1.83M |
| 3 |
Pinduoduo
PDD
|
+$1.67M |
| 4 |
Box
BOX
|
+$1.59M |
| 5 |
Coupang
CPNG
|
+$1.54M |
Sector Composition
| 1 | Technology | 66.51% |
| 2 | Consumer Discretionary | 26.98% |
| 3 | Financials | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Uber
UBER
$151B
| $11M | 10.09% |
146,000
-17,700
| -11% | -$1.25M |
|
|
2
Coupang
CPNG
$32.2B
| $8.73M | 8.03% |
355,414
-69,100
| -16% | -$1.54M |
|
3
ServiceNow
NOW
$115B
| $7.7M | 7.08% |
43,050
-5,500
| -11% | -$904K |
|
4
Full Truck Alliance
YMM
$8.89B
| $7.2M | 6.62% |
799,300
-89,500
| -10% | -$687K |
|
|
5
PayPal
PYPL
$42B
| $7.08M | 6.51% |
90,700
-27,400
| -23% | -$1.83M |
|
6
Amazon
AMZN
$2.66T
| $7.06M | 6.5% |
37,900
-5,100
| -12% | -$931K |
|
7
Grab
GRAB
$16.1B
| $6.88M | 6.33% |
1,811,700
-220,100
| -11% | -$750K |
|
|
8
Okta
OKTA
$24.3B
| $6.81M | 6.27% |
91,641
+9,100
| +11% | +$795K |
|
|
P
9
Everpure Inc
P
$25.1B
| $6.77M | 6.23% |
134,828
+51,928
| +63% | +$2.94M |
|
|
10
Flywire
FLYW
$2.19B
| $6.4M | 5.89% |
390,400
+68,700
| +21% | +$1.2M |
|
|
11
Box
BOX
$4.07B
| $5.93M | 5.46% |
181,200
-54,500
| -23% | -$1.59M |
|
12
XPeng
XPEV
$12.4B
| $5.8M | 5.33% |
475,900
-158,500
| -25% | -$1.31M |
|
|
13
Snowflake
SNOW
$93.1B
| $5.44M | 5.01% |
+47,400
| New | +$5.83M |
|
14
Domo
DOMO
$153M
| $4.97M | 4.57% |
661,400
| – | – |
|
|
15
Pinduoduo
PDD
$120B
| $4.7M | 4.33% |
34,900
-13,600
| -28% | -$1.67M |
|
|
16
BILL Holdings
BILL
$4.27B
| $3.22M | 2.96% |
+61,000
| New | +$3.14M |
|
17
Alibaba
BABA
$269B
| $3.05M | 2.8% |
28,700
+4,500
| +19% | +$368K |
|
|
18
Cisco
CSCO
$470B
| – | – |
-151,400
| Closed | -$7.86M |
|
19
Invesco QQQ Trust
QQQ
$477B
| – | – |
0
| – | – |
|
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