$88.6 Million is the total value of Twenty Acre Capital LP's 23 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 17.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATVI | Sell | ACTIVISION BLIZZARD INC | $8,066,000 | -8.3% | 108,500 | -4.0% | 9.11% | +3.9% |
| UBER | Sell | UBER TECHNOLOGIES INC | $6,392,000 | -5.5% | 241,200 | -27.0% | 7.22% | +7.1% |
| CPNG | Sell | COUPANG INCcl a | $5,810,000 | -2.2% | 348,514 | -25.2% | 6.56% | +10.8% |
| PSTG | Sell | PURE STORAGE INCcl a | $5,340,000 | -31.6% | 195,100 | -35.8% | 6.03% | -22.5% |
| PDD | Sell | PINDUODUO INCsponsored ads | $5,138,000 | -15.9% | 82,100 | -16.9% | 5.80% | -4.7% |
| XPEV | Buy | XPENG INCads | $5,032,000 | -35.4% | 421,100 | +71.5% | 5.68% | -26.8% |
| AMZN | Sell | AMAZON COM INC | $4,916,000 | -7.1% | 43,500 | -12.7% | 5.55% | +5.3% |
| V | Buy | VISA INC | $4,720,000 | -3.6% | 26,570 | +6.8% | 5.33% | +9.2% |
| FB | Buy | META PLATFORMS INCcl a | $4,498,000 | -15.1% | 33,150 | +0.9% | 5.08% | -3.8% |
| CSCO | Buy | CISCO SYS INC | $4,344,000 | +7.7% | 108,600 | +14.8% | 4.90% | +22.0% |
| NOW | Buy | SERVICENOW INC | $4,286,000 | -10.8% | 11,350 | +12.4% | 4.84% | +1.1% |
| PATH | Buy | UIPATH INCcl a | $3,936,000 | -6.8% | 312,100 | +34.5% | 4.44% | +5.6% |
| YMM | New | FULL TRUCK ALLIANCE CO LTDsponsored ads | $3,522,000 | – | 537,700 | +100.0% | 3.98% | – |
| USX | Buy | U S XPRESS ENTERPRISES INC | $3,394,000 | +4.0% | 1,379,769 | +13.2% | 3.83% | +17.8% |
| OKTA | Buy | OKTA INCcl a | $3,202,000 | -18.0% | 56,300 | +30.3% | 3.62% | -7.1% |
| COIN | Buy | COINBASE GLOBAL INC | $3,050,000 | +37.7% | 47,300 | +0.4% | 3.44% | +56.0% |
| LYFT | Sell | LYFT INC | $2,755,000 | -17.2% | 209,200 | -16.5% | 3.11% | -6.2% |
| XM | Sell | QUALTRICS INTL INC | $2,490,000 | -22.0% | 244,600 | -4.2% | 2.81% | -11.7% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,047,000 | -12.2% | 21,400 | +1900.0% | 2.31% | -0.5% |
| HUYA | Buy | HUYA INC | $1,976,000 | -35.0% | 889,900 | +13.6% | 2.23% | -26.4% |
| PLMIU | PLUM ACQUISITION CORP Iunit 03/15/2026 | $1,772,000 | +1.0% | 178,800 | 0.0% | 2.00% | +14.5% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $1,128,000 | -29.6% | 14,100 | 0.0% | 1.27% | -20.3% | |
| New | ROOT INCcl a new | $741,000 | – | 94,098 | +100.0% | 0.84% | – | |
| KFYP | Exit | KRANESHARES TRcall | $0 | – | -60,000 | -100.0% | -1.96% | – |
| ROOT | Exit | ROOT INC | $0 | – | -1,671,495 | -100.0% | -1.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.