$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
| LYFT | Buy | LYFT INC | $3,877,938 | +40.8% | 351,900 | +68.2% | 4.71% | +51.3% |
| 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% |
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.