Twenty Acre Capital as of Sept. 30, 2022
Portfolio Holdings for Twenty Acre Capital
Twenty Acre Capital holds 23 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Activision Blizzard | 9.1 | $8.1M | 109k | 74.34 | |
| Uber Technologies (UBER) | 7.2 | $6.4M | 241k | 26.50 | |
| Coupang Cl A (CPNG) | 6.6 | $5.8M | 349k | 16.67 | |
| Pure Storage Cl A (PSTG) | 6.0 | $5.3M | 195k | 27.37 | |
| Pinduoduo Sponsored Ads (PDD) | 5.8 | $5.1M | 82k | 62.58 | |
| Xpeng Ads (XPEV) | 5.7 | $5.0M | 421k | 11.95 | |
| Amazon (AMZN) | 5.6 | $4.9M | 44k | 113.01 | |
| Visa Com Cl A (V) | 5.3 | $4.7M | 27k | 177.64 | |
| Meta Platforms Cl A (META) | 5.1 | $4.5M | 33k | 135.69 | |
| Cisco Systems (CSCO) | 4.9 | $4.3M | 109k | 40.00 | |
| Servicenow (NOW) | 4.8 | $4.3M | 11k | 377.62 | |
| Uipath Cl A (PATH) | 4.4 | $3.9M | 312k | 12.61 | |
| Full Truck Alliance Sponsored Ads (YMM) | 4.0 | $3.5M | 538k | 6.55 | |
| U S Xpress Enterprises Com Cl A | 3.8 | $3.4M | 1.4M | 2.46 | |
| Okta Cl A (OKTA) | 3.6 | $3.2M | 56k | 56.87 | |
| Coinbase Global Com Cl A (COIN) | 3.4 | $3.0M | 47k | 64.48 | |
| Lyft Cl A Com (LYFT) | 3.1 | $2.8M | 209k | 13.17 | |
| Qualtrics Intl Com Cl A | 2.8 | $2.5M | 245k | 10.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $2.0M | 21k | 95.65 | |
| Huya Ads Rep Shs A (HUYA) | 2.2 | $2.0M | 890k | 2.22 | |
| Plum Acquisition Corp I Unit 03/15/2026 (PLMIU) | 2.0 | $1.8M | 179k | 9.91 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.3 | $1.1M | 14k | 80.00 | |
| Root Cl A New (ROOT) | 0.8 | $741k | 94k | 7.87 |
