Twenty Acre Capital as of Sept. 30, 2023
Portfolio Holdings for Twenty Acre Capital
Twenty Acre Capital holds 18 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Uber Technologies (UBER) | 9.0 | $8.3M | 180k | 45.99 | |
| Servicenow (NOW) | 7.6 | $7.0M | 13k | 558.96 | |
| Coupang Cl A (CPNG) | 7.6 | $7.0M | 410k | 17.00 | |
| Okta Cl A (OKTA) | 7.1 | $6.6M | 80k | 81.51 | |
| Pdd Holdings Sponsored Ads (PDD) | 6.9 | $6.4M | 65k | 98.07 | |
| Full Truck Alliance Sponsored Ads (YMM) | 6.7 | $6.2M | 874k | 7.04 | |
| Pure Storage Cl A (PSTG) | 6.7 | $6.1M | 172k | 35.62 | |
| Cisco Systems (CSCO) | 6.6 | $6.1M | 113k | 53.76 | |
| Amazon (AMZN) | 5.8 | $5.3M | 42k | 127.12 | |
| Intuit (INTU) | 5.7 | $5.3M | 10k | 510.94 | |
| Meta Platforms Cl A (META) | 5.5 | $5.1M | 17k | 300.21 | |
| Activision Blizzard | 5.4 | $5.0M | 53k | 93.63 | |
| Grab Holdings Class A Ord (GRAB) | 5.0 | $4.6M | 1.3M | 3.54 | |
| Snap Cl A (SNAP) | 3.6 | $3.3M | 374k | 8.91 | |
| Logitech Intl S A SHS (LOGI) | 3.1 | $2.9M | 42k | 68.94 | |
| Domo Com Cl B (DOMO) | 2.8 | $2.6M | 261k | 9.81 | |
| Xpeng Ads (XPEV) | 2.5 | $2.3M | 125k | 18.36 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.3 | $2.1M | 24k | 86.74 |
