Twenty Acre Capital
Latest statistics and disclosures from Twenty Acre Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UBER, CPNG, NOW, YMM, PYPL, and represent 36.69% of Twenty Acre Capital's stock portfolio.
- Added to shares of these 7 stocks: SNOW (+$5.4M), QQQ, BILL, PSTG, FLYW, OKTA, BABA.
- Started 3 new stock positions in SNOW, QQQ, BILL.
- Reduced shares in these 10 stocks: , PYPL, XPEV, PDD, BOX, CPNG, UBER, NOW, AMZN, GRAB.
- Sold out of its position in CSCO.
- Twenty Acre Capital was a net seller of stock by $-3.7M.
- Twenty Acre Capital has $114M in assets under management (AUM), dropping by 5.49%.
- Central Index Key (CIK): 0001928941
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Portfolio Holdings for Twenty Acre Capital
Twenty Acre Capital holds 18 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Uber Technologies (UBER) | 9.7 | $11M | -10% | 146k | 75.16 |
|
| Coupang Cl A (CPNG) | 7.7 | $8.7M | -16% | 355k | 24.55 |
|
| Servicenow (NOW) | 6.8 | $7.7M | -11% | 8.6k | 894.39 |
|
| Full Truck Alliance Sponsored Ads (YMM) | 6.3 | $7.2M | -10% | 799k | 9.01 |
|
| Paypal Holdings (PYPL) | 6.2 | $7.1M | -23% | 91k | 78.03 |
|
| Amazon (AMZN) | 6.2 | $7.1M | -11% | 38k | 186.33 |
|
| Grab Holdings Class A Ord (GRAB) | 6.1 | $6.9M | -10% | 1.8M | 3.80 |
|
| Okta Cl A (OKTA) | 6.0 | $6.8M | +11% | 92k | 74.34 |
|
| Pure Storage Cl A (PSTG) | 6.0 | $6.8M | +62% | 135k | 50.24 |
|
| Flywire Corporation Com Vtg (FLYW) | 5.6 | $6.4M | +21% | 390k | 16.39 |
|
| Box Cl A (BOX) | 5.2 | $5.9M | -23% | 181k | 32.73 |
|
| Xpeng Ads (XPEV) | 5.1 | $5.8M | -24% | 476k | 12.18 |
|
| Snowflake Cl A (SNOW) | 4.8 | $5.4M | NEW | 47k | 114.86 |
|
| Domo Com Cl B (DOMO) | 4.4 | $5.0M | 661k | 7.51 |
|
|
| Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) | 4.3 | $4.9M | NEW | 10k | 488.07 |
|
| Pdd Holdings Sponsored Ads (PDD) | 4.1 | $4.7M | -28% | 35k | 134.81 |
|
| Bill Com Holdings Ord (BILL) | 2.8 | $3.2M | NEW | 61k | 52.76 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.7 | $3.0M | +18% | 29k | 106.12 |
|
Past Filings by Twenty Acre Capital
SEC 13F filings are viewable for Twenty Acre Capital going back to 2022
- Twenty Acre Capital 2024 Q3 filed Nov. 14, 2024
- Twenty Acre Capital 2024 Q2 filed Aug. 14, 2024
- Twenty Acre Capital 2024 Q1 filed May 14, 2024
- Twenty Acre Capital 2023 Q4 restated filed Feb. 15, 2024
- Twenty Acre Capital 2023 Q4 filed Feb. 14, 2024
- Twenty Acre Capital 2023 Q3 filed Nov. 13, 2023
- Twenty Acre Capital 2023 Q2 filed Aug. 11, 2023
- Twenty Acre Capital 2023 Q1 filed May 15, 2023
- Twenty Acre Capital 2022 Q4 filed Feb. 15, 2023
- Twenty Acre Capital 2022 Q3 filed Nov. 14, 2022
- Twenty Acre Capital 2022 Q2 filed Aug. 12, 2022
- Twenty Acre Capital 2022 Q1 filed May 13, 2022