TAC
Twenty Acre Capital Portfolio holdings
AUM
$140M
This Quarter Return
-1.04%
1 Year Return
+43.17%
3 Year Return
+141.77%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
+$122M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
70.94%
Holding
18
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
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 | |
|---|---|---|---|---|---|---|
1
Uber
UBER
$194B
| $11.3M | 8.95% |
186,900
| – | – |
|
2
Pure Storage
PSTG
$25.3B
| $9.61M | 7.63% |
156,428
| – | – |
|
3
ServiceNow
NOW
$189B
| $9.13M | 7.24% |
8,610
| – | – |
|
4
Coupang
CPNG
$51.8B
| $8.96M | 7.11% |
407,614
| – | – |
|
5
Amazon
AMZN
$2.4T
| $8.84M | 7.02% |
40,300
| – | – |
|
6
Full Truck Alliance
YMM
$13.8B
| $8.78M | 6.97% |
811,200
| – | – |
|
7
Snowflake
SNOW
$77.9B
| $8.14M | 6.46% |
52,700
| – | – |
|
8
Grab
GRAB
$20.1B
| $7.89M | 6.26% |
1,672,100
| – | – |
|
9
PayPal
PYPL
$66.2B
| $7.5M | 5.95% |
87,900
| – | – |
|
10
Okta
OKTA
$15.8B
| $6.78M | 5.38% |
86,041
| – | – |
|
11
BILL Holdings
BILL
$4.75B
| $6.48M | 5.14% |
76,500
| – | – |
|
12
Pinduoduo
PDD
$173B
| $5.95M | 4.72% |
61,300
| – | – |
|
13
Flywire
FLYW
$1.61B
| $5.67M | 4.5% |
275,000
| – | – |
|
14
XPeng
XPEV
$19.8B
| $5.55M | 4.4% |
469,300
| – | – |
|
15
Box
BOX
$4.66B
| $4.84M | 3.84% |
153,100
| – | – |
|
16
Domo
DOMO
$572M
| $4.68M | 3.72% |
661,400
| – | – |
|
17
Alibaba
BABA
$330B
| $2.43M | 1.93% |
28,700
| – | – |
|
18
Invesco QQQ Trust
QQQ
$361B
| – | – |
0
| – | – |
|