Twenty Acre Capital as of June 30, 2023
Portfolio Holdings for Twenty Acre Capital
Twenty Acre Capital holds 17 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pure Storage Cl A (PSTG) | 9.4 | $8.8M | 240k | 36.82 | |
| Activision Blizzard | 9.1 | $8.5M | 101k | 84.30 | |
| Uber Technologies (UBER) | 8.9 | $8.4M | 194k | 43.17 | |
| Servicenow (NOW) | 8.7 | $8.1M | 15k | 561.97 | |
| Coupang Cl A (CPNG) | 8.0 | $7.5M | 432k | 17.40 | |
| Pdd Holdings Sponsored Ads (PDD) | 7.2 | $6.7M | 97k | 69.14 | |
| Okta Cl A (OKTA) | 6.8 | $6.4M | 92k | 69.35 | |
| Amazon (AMZN) | 6.3 | $5.9M | 46k | 130.36 | |
| Cisco Systems (CSCO) | 6.0 | $5.6M | 109k | 51.74 | |
| Meta Platforms Cl A (META) | 5.5 | $5.2M | 18k | 286.98 | |
| Intuit (INTU) | 5.4 | $5.1M | 11k | 458.19 | |
| Full Truck Alliance Sponsored Ads (YMM) | 4.9 | $4.6M | 733k | 6.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $4.4M | 37k | 119.70 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.6 | $2.5M | 30k | 83.35 | |
| Lyft Cl A Com (LYFT) | 2.5 | $2.3M | 671k | 3.43 | |
| Xpeng Ads (XPEV) | 2.2 | $2.1M | 154k | 13.42 | |
| Domo Com Cl B (DOMO) | 1.5 | $1.4M | 98k | 14.66 |
