$92 Million is the total value of Twenty Acre Capital LP's 18 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 29.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UBER | Sell | UBER TECHNOLOGIES INC | $8,269,002 | -1.1% | 179,800 | -7.2% | 8.99% | +0.5% |
| NOW | Sell | SERVICENOW INC | $7,037,306 | -13.6% | 12,590 | -13.2% | 7.65% | -12.2% |
| CPNG | Sell | COUPANG INCcl a | $6,963,438 | -7.4% | 409,614 | -5.2% | 7.57% | -5.8% |
| OKTA | Sell | OKTA INCcl a | $6,556,746 | +2.7% | 80,441 | -12.6% | 7.13% | +4.4% |
| PDD | Sell | PDD HOLDINGS INCsponsored ads | $6,374,550 | -5.3% | 65,000 | -33.3% | 6.93% | -3.8% |
| YMM | Buy | FULL TRUCK ALLIANCE CO LTDsponsored ads | $6,154,368 | +34.9% | 874,200 | +19.2% | 6.69% | +37.2% |
| PSTG | Sell | PURE STORAGE INCcl a | $6,119,516 | -30.7% | 171,800 | -28.3% | 6.65% | -29.5% |
| CSCO | Buy | CISCO SYS INC | $6,096,384 | +8.2% | 113,400 | +4.1% | 6.63% | +10.0% |
| AMZN | Sell | AMAZON COM INC | $5,313,616 | -10.4% | 41,800 | -8.1% | 5.78% | -8.9% |
| INTU | Sell | INTUIT | $5,288,229 | +4.0% | 10,350 | -6.8% | 5.75% | +5.7% |
| FB | Sell | META PLATFORMS INCcl a | $5,058,539 | -2.3% | 16,850 | -6.6% | 5.50% | -0.7% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $4,981,116 | -41.3% | 53,200 | -47.1% | 5.41% | -40.3% |
| New | GRAB HOLDINGS LIMITEDclass a ord | $4,629,258 | – | 1,307,700 | +100.0% | 5.03% | – | |
| SNAP | New | SNAP INCcl a | $3,327,885 | – | 373,500 | +100.0% | 3.62% | – |
| LOGI | New | LOGITECH INTL S A | $2,881,692 | – | 41,800 | +100.0% | 3.13% | – |
| DOMO | Buy | DOMO INC | $2,564,334 | +78.5% | 261,400 | +166.7% | 2.79% | +81.4% |
| XPEV | Sell | XPENG INCads | $2,291,328 | +10.6% | 124,800 | -19.2% | 2.49% | +12.4% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $2,099,108 | -14.9% | 24,200 | -18.2% | 2.28% | -13.5% |
| LYFT | Exit | LYFT INC | $0 | – | -671,200 | -100.0% | -2.46% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -37,000 | -100.0% | -4.73% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ACTIVISION BLIZZARD INC | 7 | Q3 2023 | 10.5% |
| UBER TECHNOLOGIES INC | 7 | Q3 2023 | 9.0% |
| PURE STORAGE INC | 7 | Q3 2023 | 9.4% |
| COUPANG INC | 7 | Q3 2023 | 8.0% |
| PINDUODUO INC | 7 | Q3 2023 | 7.4% |
| AMAZON COM INC | 7 | Q3 2023 | 6.4% |
| META PLATFORMS INC | 7 | Q3 2023 | 5.9% |
| CISCO SYS INC | 7 | Q3 2023 | 6.6% |
| XPENG INC | 7 | Q3 2023 | 7.8% |
| ALIBABA GROUP HLDG LTD | 7 | Q3 2023 | 2.6% |
View Twenty Acre Capital LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
View Twenty Acre Capital LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.