TAC

Twenty Acre Capital Portfolio holdings

AUM $140M
This Quarter Return
+10.17%
1 Year Return
+43.17%
3 Year Return
+141.77%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
Cap. Flow
+$5.6M
Cap. Flow %
4.57%
Top 10 Hldgs %
70.94%
Holding
18
New
–
Increased
8
Reduced
6
Closed
–

Top Buys

1
PDD icon
Pinduoduo
PDD
$2.56M
2
UBER icon
Uber
UBER
$2.47M
3
PSTG icon
Pure Storage
PSTG
$1.33M
4
BILL icon
BILL Holdings
BILL
$1.31M
5
CPNG icon
Coupang
CPNG
$1.15M

Top Sells

1
FLYW icon
Flywire
FLYW
$2.38M
2
BOX icon
Box
BOX
$888K
3
GRAB icon
Grab
GRAB
$659K
4
OKTA icon
Okta
OKTA
$441K
5
PYPL icon
PayPal
PYPL
$239K

Sector Composition

1 Technology 67.98%
2 Consumer Discretionary 25.9%
3 Financials 6.12%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
UBER icon
1
Uber
UBER
$196B
$11.3M 9.2%
186,900
+40,900
+28% +$2.47M
PSTG icon
2
Pure Storage
PSTG
$25.4B
$9.61M 7.84%
156,428
+21,600
+16% +$1.33M
NOW icon
3
ServiceNow
NOW
$190B
$9.13M 7.45%
8,610
– –
CPNG icon
4
Coupang
CPNG
$52.1B
$8.96M 7.31%
407,614
+52,200
+15% +$1.15M
AMZN icon
5
Amazon
AMZN
$2.44T
$8.84M 7.22%
40,300
+2,400
+6% +$527K
YMM icon
6
Full Truck Alliance
YMM
$13.6B
$8.78M 7.17%
811,200
+11,900
+1% +$129K
SNOW icon
7
Snowflake
SNOW
$79.6B
$8.14M 6.64%
52,700
+5,300
+11% +$818K
GRAB icon
8
Grab
GRAB
$20.3B
$7.89M 6.44%
1,672,100
-139,600
-8% -$659K
PYPL icon
9
PayPal
PYPL
$67.1B
$7.5M 6.12%
87,900
-2,800
-3% -$239K
OKTA icon
10
Okta
OKTA
$16.4B
$6.78M 5.53%
86,041
-5,600
-6% -$441K
BILL icon
11
BILL Holdings
BILL
$4.72B
$6.48M 5.29%
76,500
+15,500
+25% +$1.31M
PDD icon
12
Pinduoduo
PDD
$171B
$5.95M 4.85%
61,300
+26,400
+76% +$2.56M
FLYW icon
13
Flywire
FLYW
$1.61B
$5.67M 4.63%
275,000
-115,400
-30% -$2.38M
XPEV icon
14
XPeng
XPEV
$20B
$5.55M 4.53%
469,300
-6,600
-1% -$78K
BOX icon
15
Box
BOX
$4.73B
$4.84M 3.95%
153,100
-28,100
-16% -$888K
DOMO icon
16
Domo
DOMO
$591M
$4.68M 3.82%
661,400
– –
BABA icon
17
Alibaba
BABA
$322B
$2.43M 1.99%
28,700
– –
QQQ icon
18
Invesco QQQ Trust
QQQ
$364B
– –
0
– –