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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
+21.28%
1 Year Est. Return
+49.87%
3 Year Est. Return
+196.1%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$14M
(+11%)
Cap. Flow
-$2.72M
Cap. Flow
% of AUM
-1.94%
Top 10 Holdings %
Top 10 Hldgs %
74.75%
Holding
19
New
1
Increased
9
Reduced
6
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
BILL Holdings
BILL
|
+$4.64M |
| 2 |
Marvell Technology
MRVL
|
+$3.86M |
| 3 |
Pinduoduo
PDD
|
+$2.09M |
| 4 |
P
Everpure Inc
P
|
+$2.02M |
| 5 |
Domo
DOMO
|
+$1.21M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PayPal
PYPL
|
+$7.5M |
| 2 |
Box
BOX
|
+$4.84M |
| 3 |
Uber
UBER
|
+$3.61M |
| 4 |
XPeng
XPEV
|
+$1.4M |
| 5 |
Okta
OKTA
|
+$1.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 70.91% |
| 2 | Consumer Discretionary | 29.09% |
| 3 | Financials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Uber
UBER
$157B
| $13.4M | 9.53% |
143,100
-43,800
| -23% | -$3.61M |
|
2
Coupang
CPNG
$29.2B
| $11.4M | 8.14% |
380,514
-27,100
| -7% | -$694K |
|
|
P
3
Everpure Inc
P
$33B
| $11.3M | 8.1% |
196,928
+40,500
| +26% | +$2.02M |
|
|
4
Domo
DOMO
$184M
| $10.9M | 7.8% |
781,400
+120,000
| +18% | +$1.21M |
|
5
Snowflake
SNOW
$114B
| $10.9M | 7.75% |
48,500
-4,200
| -8% | -$759K |
|
6
ServiceNow
NOW
$143B
| $9.9M | 7.07% |
48,150
+5,100
| +12% | +$962K |
|
7
Amazon
AMZN
$2.76T
| $9.74M | 6.96% |
44,400
+4,100
| +10% | +$811K |
|
8
Grab
GRAB
$14.7B
| $9.38M | 6.7% |
1,865,200
+193,100
| +12% | +$901K |
|
9
Full Truck Alliance
YMM
$9.1B
| $9.28M | 6.63% |
786,100
-25,100
| -3% | -$292K |
|
|
10
Pinduoduo
PDD
$121B
| $8.5M | 6.07% |
81,200
+19,900
| +32% | +$2.09M |
|
|
11
BILL Holdings
BILL
$4.87B
| $8.39M | 5.99% |
181,400
+104,900
| +137% | +$4.64M |
|
|
12
Okta
OKTA
$30.2B
| $7.38M | 5.27% |
73,841
-12,200
| -14% | -$1.3M |
|
|
13
XPeng
XPEV
$10.8B
| $7.11M | 5.07% |
397,400
-71,900
| -15% | -$1.4M |
|
|
14
Marvell Technology
MRVL
$217B
| $4.78M | 3.42% |
+61,800
| New | +$3.86M |
|
15
Alibaba
BABA
$289B
| $3.99M | 2.85% |
35,200
+6,500
| +23% | +$770K |
|
16
Flywire
FLYW
$2.28B
| $3.71M | 2.65% |
317,100
+42,100
| +15% | +$429K |
|
|
17
Box
BOX
$4.77B
| – | – |
-153,100
| Closed | -$4.84M |
|
|
18
PayPal
PYPL
$52.6B
| – | – |
-87,900
| Closed | -$7.5M |
|
19
PUT
Invesco QQQ Trust
QQQ
$493B
| – | – |
-7,500
| Closed | -$3.52M |
|
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Twenty Acre Capital's Q2 2025 Portfolio in Review
As of Q2 2025, Twenty Acre Capital held 19 positions worth $140M, up 11% from $126M the previous quarter. Its ten largest holdings account for 75% of the portfolio.
Twenty Acre Capital's Q2 2025 filing shows 1 new, 9 increased, 6 reduced and 3 closed positions. Its largest new stake was Marvell Technology: 61,800 shares worth $4.78M. The largest sale was PayPal, an estimated $7.5M.
By sector, the portfolio is most concentrated in Technology at 71% of assets, up from 66% a quarter earlier, followed by Consumer Discretionary and Financials.
- Twenty Acre Capital's largest Q2 2025 buy was Marvell Technology: 61,800 shares worth $4.78M.
- Twenty Acre Capital added most to BILL Holdings in Q2 2025, an estimated $4.64M increase.
- Twenty Acre Capital's biggest Q2 2025 reduction was Uber, cutting an estimated $3.61M.
- Twenty Acre Capital fully exited PayPal in Q2 2025, selling an estimated $7.5M.
- Twenty Acre Capital's ten largest holdings make up 75% of its $140M portfolio in Q2 2025.
- Twenty Acre Capital opened 1 new position and closed 3 in Q2 2025.
- Twenty Acre Capital's portfolio value rose 11% quarter-over-quarter to $140M.
Based on Twenty Acre Capital's 13F filing for Q2 2025, filed 14 Aug 2025.