$93.6 Million is the total value of Twenty Acre Capital LP's 17 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 27.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSTG | Sell | PURE STORAGE INCcl a | $8,825,754 | +32.3% | 239,700 | -8.4% | 9.43% | +23.9% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $8,480,580 | -8.1% | 100,600 | -6.7% | 9.06% | -13.9% |
| UBER | Sell | UBER TECHNOLOGIES INC | $8,362,029 | +24.9% | 193,700 | -8.3% | 8.94% | +17.0% |
| NOW | Sell | SERVICENOW INC | $8,148,565 | +19.3% | 14,500 | -1.4% | 8.71% | +11.7% |
| CPNG | Buy | COUPANG INCcl a | $7,518,784 | +9.7% | 432,114 | +0.9% | 8.04% | +2.8% |
| PDD | Buy | PDD HOLDINGS INCsponsored ads | $6,734,236 | +22.5% | 97,400 | +34.5% | 7.20% | +14.8% |
| OKTA | Buy | OKTA INCcl a | $6,383,043 | +24.9% | 92,041 | +55.4% | 6.82% | +17.0% |
| AMZN | Sell | AMAZON COM INC | $5,931,380 | +13.9% | 45,500 | -9.7% | 6.34% | +6.7% |
| CSCO | CISCO SYS INC | $5,634,486 | -1.0% | 108,900 | 0.0% | 6.02% | -7.3% | |
| FB | Sell | META PLATFORMS INCcl a | $5,179,989 | -0.0% | 18,050 | -26.2% | 5.54% | -6.4% |
| INTU | New | INTUIT | $5,085,909 | – | 11,100 | +100.0% | 5.44% | – |
| YMM | Buy | FULL TRUCK ALLIANCE CO LTDsponsored ads | $4,561,748 | +4.2% | 733,400 | +27.5% | 4.88% | -2.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $4,428,900 | -9.2% | 37,000 | -21.3% | 4.73% | -14.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $2,467,160 | +11.3% | 29,600 | +36.4% | 2.64% | +4.2% |
| LYFT | Buy | LYFT INC | $2,302,216 | +62.6% | 671,200 | +339.6% | 2.46% | +52.4% |
| XPEV | XPENG INCads | $2,072,048 | +20.8% | 154,400 | 0.0% | 2.22% | +13.2% | |
| DOMO | New | DOMO INC | $1,436,680 | – | 98,000 | +100.0% | 1.54% | – |
| V | Exit | VISA INC | $0 | – | -13,000 | -100.0% | -3.34% | – |
| USX | Exit | U S XPRESS ENTERPRISES INC | $0 | – | -501,129 | -100.0% | -3.40% | – |
| PATH | Exit | UIPATH INCcl a | $0 | – | -237,000 | -100.0% | -4.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
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.