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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
+10.17%
1 Year Est. Return
+49.87%
3 Year Est. Return
+196.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$122M
AUM Growth
+$13.8M
(+13%)
Cap. Flow
+$6.42M
Cap. Flow
% of AUM
5.24%
Top 10 Holdings %
Top 10 Hldgs %
70.94%
Holding
18
New
–
Increased
8
Reduced
6
Closed
–
Top Buys
| 1 |
Pinduoduo
PDD
|
+$3.07M |
| 2 |
Uber
UBER
|
+$2.92M |
| 3 |
Coupang
CPNG
|
+$1.28M |
| 4 |
P
Everpure Inc
P
|
+$1.2M |
| 5 |
BILL Holdings
BILL
|
+$1.16M |
Top Sells
| 1 |
Flywire
FLYW
|
+$2.25M |
| 2 |
Box
BOX
|
+$922K |
| 3 |
Grab
GRAB
|
+$635K |
| 4 |
Okta
OKTA
|
+$434K |
| 5 |
PayPal
PYPL
|
+$235K |
Sector Composition
| 1 | Technology | 67.98% |
| 2 | Consumer Discretionary | 25.9% |
| 3 | Financials | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Uber
UBER
$151B
| $11.3M | 9.2% |
186,900
+40,900
| +28% | +$2.92M |
|
|
P
2
Everpure Inc
P
$25.1B
| $9.61M | 7.84% |
156,428
+21,600
| +16% | +$1.2M |
|
3
ServiceNow
NOW
$115B
| $9.13M | 7.45% |
43,050
| – | – |
|
|
4
Coupang
CPNG
$32.2B
| $8.96M | 7.31% |
407,614
+52,200
| +15% | +$1.28M |
|
5
Amazon
AMZN
$2.66T
| $8.84M | 7.22% |
40,300
+2,400
| +6% | +$491K |
|
6
Full Truck Alliance
YMM
$8.89B
| $8.78M | 7.17% |
811,200
+11,900
| +1% | +$116K |
|
7
Snowflake
SNOW
$93.1B
| $8.14M | 6.64% |
52,700
+5,300
| +11% | +$746K |
|
|
8
Grab
GRAB
$16.1B
| $7.89M | 6.44% |
1,672,100
-139,600
| -8% | -$635K |
|
|
9
PayPal
PYPL
$42B
| $7.5M | 6.12% |
87,900
-2,800
| -3% | -$235K |
|
|
10
Okta
OKTA
$24.3B
| $6.78M | 5.53% |
86,041
-5,600
| -6% | -$434K |
|
|
11
BILL Holdings
BILL
$4.27B
| $6.48M | 5.29% |
76,500
+15,500
| +25% | +$1.16M |
|
|
12
Pinduoduo
PDD
$120B
| $5.95M | 4.85% |
61,300
+26,400
| +76% | +$3.07M |
|
|
13
Flywire
FLYW
$2.19B
| $5.67M | 4.63% |
275,000
-115,400
| -30% | -$2.25M |
|
14
XPeng
XPEV
$12.4B
| $5.55M | 4.53% |
469,300
-6,600
| -1% | -$81.6K |
|
|
15
Box
BOX
$4.07B
| $4.84M | 3.95% |
153,100
-28,100
| -16% | -$922K |
|
16
Domo
DOMO
$153M
| $4.68M | 3.82% |
661,400
| – | – |
|
17
Alibaba
BABA
$269B
| $2.43M | 1.99% |
28,700
| – | – |
|
18
Invesco QQQ Trust
QQQ
$477B
| – | – |
0
| – | – |
|
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