$100 Million is the total value of Twenty Acre Capital LP's 23 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 37.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATVI | Buy | ACTIVISION BLIZZARD INC | $8,798,000 | +1.7% | 113,000 | +4.6% | 8.77% | +30.1% |
| PSTG | Buy | PURE STORAGE INCcl a | $7,811,000 | -8.7% | 303,800 | +25.4% | 7.78% | +16.8% |
| XPEV | Buy | XPENG INCads | $7,792,000 | +29.5% | 245,500 | +12.6% | 7.76% | +65.6% |
| UBER | Buy | UBER TECHNOLOGIES INC | $6,762,000 | -23.5% | 330,500 | +33.5% | 6.74% | -2.1% |
| PDD | Buy | PINDUODUO INCsponsored ads | $6,106,000 | +54.7% | 98,800 | +0.4% | 6.08% | +97.8% |
| CPNG | Buy | COUPANG INCcl a | $5,940,000 | +1.9% | 465,914 | +41.4% | 5.92% | +30.3% |
| FB | Buy | META PLATFORMS INCcl a | $5,297,000 | -18.6% | 32,850 | +12.3% | 5.28% | +4.2% |
| AMZN | Buy | AMAZON COM INC | $5,289,000 | -35.4% | 49,800 | +1884.1% | 5.27% | -17.3% |
| V | Sell | VISA INC | $4,897,000 | -21.6% | 24,870 | -11.7% | 4.88% | +0.2% |
| NOW | New | SERVICENOW INC | $4,803,000 | – | 10,100 | +100.0% | 4.79% | – |
| PATH | New | UIPATH INCcl a | $4,222,000 | – | 232,100 | +100.0% | 4.21% | – |
| CSCO | Buy | CISCO SYS INC | $4,034,000 | +14.8% | 94,600 | +50.1% | 4.02% | +46.8% |
| OKTA | New | OKTA INCcl a | $3,905,000 | – | 43,200 | +100.0% | 3.89% | – |
| LYFT | Buy | LYFT INC | $3,328,000 | -56.7% | 250,600 | +25.2% | 3.32% | -44.6% |
| USX | Buy | U S XPRESS ENTERPRISES INC | $3,265,000 | +8.2% | 1,218,349 | +56.7% | 3.25% | +38.4% |
| XM | Buy | QUALTRICS INTL INC | $3,194,000 | -6.9% | 255,300 | +112.6% | 3.18% | +19.1% |
| HUYA | Sell | HUYA INC | $3,040,000 | -27.2% | 783,400 | -16.2% | 3.03% | -6.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,332,000 | -53.9% | 1,070 | -41.2% | 2.32% | -41.1% |
| COIN | Buy | COINBASE GLOBAL INC | $2,215,000 | -48.5% | 47,100 | +107.9% | 2.21% | -34.1% |
| ROOT | Buy | ROOT INC | $1,989,000 | -15.6% | 1,671,495 | +39.6% | 1.98% | +7.8% |
| KFYP | New | KRANESHARES TRcall | $1,966,000 | – | 60,000 | +100.0% | 1.96% | – |
| PLMIU | PLUM ACQUISITION CORP Iunit 03/15/2026 | $1,754,000 | -0.4% | 178,800 | 0.0% | 1.75% | +27.4% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,603,000 | +99.1% | 14,100 | +90.5% | 1.60% | +154.9% |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -6,500 | -100.0% | -1.84% | – |
| DIDI | Exit | DIDI GLOBAL INCsponsored ads | $0 | – | -974,400 | -100.0% | -1.90% | – |
| BIGC | Exit | BIGCOMMERCE HLDGS INC | $0 | – | -309,700 | -100.0% | -5.29% | – |
| AYX | Exit | ALTERYX INC | $0 | – | -99,000 | -100.0% | -5.52% | – |
| ZNGA | Exit | ZYNGA INCcl a | $0 | – | -1,167,300 | -100.0% | -8.40% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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.