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| Name: |
Twenty Acre Capital LP |
| City: |
NEWTOWN |
| State: |
PA |
| Zip: |
18940 |
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data |
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| Holdings
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21 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
UBER |
Uber Technologies, Inc |
1 |
- |
$69.05 |
$9,457,000 |
153,600 |
9% |
1,188,000 |
-26,200 |
0.009 |
N/A |
|
|
NOW |
Servicenow, Inc. |
2 |
- |
$723.55 |
$8,895,000 |
12,590 |
8.46% |
1,858,000 |
0 |
0.006 |
Information Technolog... |
|
|
OKTA |
Okta, Inc. |
3 |
- |
$92.29 |
$8,695,000 |
96,041 |
8.27% |
2,138,000 |
15,600 |
0.063 |
N/A |
|
|
CPNG |
Coupang, Inc. |
4 |
- |
$0.00 |
$8,191,000 |
505,914 |
7.79% |
1,228,000 |
96,300 |
0.033 |
N/A |
|
|
PDD |
Bloom Energy Corp |
5 |
- |
$129.31 |
$8,076,000 |
55,200 |
7.68% |
1,701,000 |
-9,800 |
0.008 |
N/A |
|
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PSTG |
Pure Storage, Inc. |
6 |
- |
$52.95 |
$7,681,000 |
215,400 |
7.31% |
1,561,000 |
43,600 |
0.08 |
N/A |
|
|
AMZN |
Amazon.com Inc |
7 |
- |
$179.62 |
$6,640,000 |
43,700 |
6.32% |
1,326,000 |
1,900 |
0 |
Internet Software & S... |
|
|
YMM |
Full Truck Alliance 20 Adr ... |
8 |
- |
$0.00 |
$6,514,000 |
929,300 |
6.2% |
360,000 |
55,100 |
0.103 |
N/A |
|
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GRAB |
Grab Holdings Ord Shs Class A |
9 |
- |
$0.00 |
$6,131,000 |
1,819,400 |
5.83% |
1,502,000 |
511,700 |
0.05 |
N/A |
|
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CSCO |
Cisco Systems Inc |
10 |
- |
$47.86 |
$5,956,000 |
117,900 |
5.67% |
-140,000 |
4,500 |
0.003 |
Networking & Communic... |
|
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SNAP |
Snap Inc |
11 |
- |
$14.55 |
$5,282,000 |
312,000 |
5.03% |
1,954,000 |
-61,500 |
0.025 |
N/A |
|
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INTU |
Intuit Inc |
12 |
- |
$636.55 |
$4,613,000 |
7,380 |
4.39% |
-675,000 |
-2,970 |
0.003 |
Application Software |
|
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BABA |
Alibaba Group Holding Limited |
13 |
- |
$75.55 |
$4,426,000 |
57,100 |
4.21% |
2,327,000 |
32,900 |
0.002 |
N/A |
|
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BOX |
Box Inc |
14 |
New |
$26.85 |
$3,729,000 |
145,600 |
3.55% |
3,729,000 |
145,600 |
0.093 |
N/A |
|
|
PYPL |
Paypal Holdings, Inc. |
15 |
New |
$65.96 |
$3,691,000 |
60,100 |
3.51% |
3,691,000 |
60,100 |
0.005 |
N/A |
|
|
DOMO |
Domo, Inc. |
16 |
- |
$7.59 |
$2,690,000 |
261,400 |
2.56% |
126,000 |
0 |
1.005 |
N/A |
|
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XPEV |
Xpeng Inc - ADR |
17 |
- |
$7.84 |
$2,555,000 |
175,100 |
2.43% |
264,000 |
50,300 |
0.042 |
N/A |
|
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KWEB |
Kraneshares Csi China Internet |
18 |
New |
$28.80 |
$1,890,000 |
70,000 |
1.8% |
1,890,000 |
70,000 |
0.039 |
N/A |
|
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FB |
Meta Platforms Inc |
20 |
Closed |
$443.29 |
$0 |
0 |
0% |
-5,059,000 |
-16,850 |
0 |
Internet Service Prov... |
|
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LOGI |
Logitech International S.A ... |
19 |
Closed |
$79.26 |
$0 |
0 |
0% |
-2,882,000 |
-41,800 |
0 |
Computer Peripherals |
|
|
ATVI |
Activision Blizzard Inc |
21 |
Closed |
$94.42 |
$0 |
0 |
0% |
-4,981,000 |
-53,200 |
0 |
Multimedia & Graphics... |
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