$82.4 Million is the total value of Twenty Acre Capital LP's 21 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 8.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ATVI | Sell | ACTIVISION BLIZZARD INC | $8,030,095 | -0.4% | 104,900 | -3.3% | 9.75% | +7.0% |
| PDD | Sell | PINDUODUO INCsponsored ads | $6,067,320 | +18.1% | 74,400 | -9.4% | 7.37% | +27.0% |
| UBER | Sell | UBER TECHNOLOGIES INC | $5,781,874 | -9.5% | 233,800 | -3.1% | 7.02% | -2.8% |
| CPNG | Buy | COUPANG INCcl a | $5,489,978 | -5.5% | 373,214 | +7.1% | 6.66% | +1.6% |
| NOW | Buy | SERVICENOW INC | $5,028,097 | +17.3% | 12,950 | +14.1% | 6.10% | +26.1% |
| PSTG | Sell | PURE STORAGE INCcl a | $4,800,744 | -10.1% | 179,400 | -8.0% | 5.83% | -3.3% |
| V | Sell | VISA INC | $4,730,695 | +0.2% | 22,770 | -14.3% | 5.74% | +7.7% |
| CSCO | Sell | CISCO SYS INC | $4,706,832 | +8.4% | 98,800 | -9.0% | 5.71% | +16.5% |
| AMZN | Buy | AMAZON COM INC | $4,418,400 | -10.1% | 52,600 | +20.9% | 5.36% | -3.4% |
| PATH | Buy | UIPATH INCcl a | $4,198,113 | +6.7% | 330,300 | +5.8% | 5.10% | +14.7% |
| OKTA | Buy | OKTA INCcl a | $4,106,633 | +28.3% | 60,100 | +6.7% | 4.99% | +37.9% |
| FB | META PLATFORMS INCcl a | $3,989,271 | -11.3% | 33,150 | 0.0% | 4.84% | -4.6% | |
| LYFT | Buy | LYFT INC | $3,877,938 | +40.8% | 351,900 | +68.2% | 4.71% | +51.3% |
| YMM | Sell | FULL TRUCK ALLIANCE CO LTDsponsored ads | $3,691,200 | +4.8% | 461,400 | -14.2% | 4.48% | +12.7% |
| XM | Buy | QUALTRICS INTL INC | $2,727,864 | +9.6% | 262,800 | +7.4% | 3.31% | +17.8% |
| USX | Buy | U S XPRESS ENTERPRISES INC | $2,522,903 | -25.7% | 1,393,869 | +1.0% | 3.06% | -20.1% |
| COIN | Buy | COINBASE GLOBAL INC | $2,261,421 | -25.9% | 63,900 | +35.1% | 2.74% | -20.3% |
| GOOGL | ALPHABET INCcap stk cl a | $1,888,122 | -7.8% | 21,400 | 0.0% | 2.29% | -0.9% | |
| PLMIU | Sell | PLUM ACQUISITION CORP Iunit 03/15/2026 | $1,501,392 | -15.3% | 148,800 | -16.8% | 1.82% | -8.9% |
| XPEV | Sell | XPENG INCads | $1,440,306 | -71.4% | 144,900 | -65.6% | 1.75% | -69.2% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $1,110,019 | -1.6% | 12,600 | -10.6% | 1.35% | +5.8% |
| Exit | ROOT INCcl a new | $0 | – | -94,098 | -100.0% | -0.84% | – | |
| HUYA | Exit | HUYA INC | $0 | – | -889,900 | -100.0% | -2.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-15
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.