Twenty Acre Capital Lp Top Holdings and 13F Report (2024)

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About Twenty Acre Capital Lp

Investment Activity

Twenty Acre Capital Lp has $103.52 million in total holdings as of March 31, 2024.
Twenty Acre Capital Lp owns shares of 17 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 100.00% of the portfolio was purchased this quarter.
About 112.69% of the portfolio was sold this quarter.
This quarter, Twenty Acre Capital Lp has purchased 11 new stocks and bought additional shares in 0 stocks.
Twenty Acre Capital Lp sold shares of 0 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Uber Technologies: $10,747,804
Coupang: $8,270,820
Full Truck Alliance: $7,919,938
ServiceNow: $7,776,480
Okta: $7,212,607

Largest New Holdings this Quarter

Uber Technologies: $10,747,804 Holding
Coupang: $8,270,820 Holding
Full Truck Alliance: $7,919,938 Holding
ServiceNow: $7,776,480 Holding
Okta: $7,212,607 Holding

Largest Purchases this Quarter

Uber Technologies: 139,600 shares (about $10.75M)
Coupang: 464,914 shares (about $8.27M)
Full Truck Alliance: 1,089,400 shares (about $7.92M)
ServiceNow: 10,200 shares (about $7.78M)
Okta: 68,941 shares (about $7.21M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
UBER Uber Technologies	$10,747,804	$10,747,804 ▲	New Holding	139,600	10.4%	Computer and Technology
CPNG Coupang	$8,270,820	$8,270,820 ▲	New Holding	464,914	8.0%	Retail/Wholesale
YMM Full Truck Alliance	$7,919,938	$7,919,938 ▲	New Holding	1,089,400	7.7%	Business Services
NOW ServiceNow	$7,776,480	$7,776,480 ▲	New Holding	10,200	7.5%	Computer and Technology
OKTA Okta	$7,212,607	$7,212,607 ▲	New Holding	68,941	7.0%	Computer and Technology
PYPL PayPal	$7,154,532	$7,154,532 ▲	New Holding	106,800	6.9%	Computer and Technology
AMZN Amazon.com	$7,070,896	$7,070,896 ▲	New Holding	39,200	6.8%	Retail/Wholesale
CSCO Cisco Systems	$6,992,391	$6,992,391 ▲	New Holding	140,100	6.8%	Computer and Technology
GRAB Grab	$6,517,070	$6,517,070 ▲	New Holding	2,075,500	6.3%	Business Services
PSTG Pure Storage	$6,197,208	$6,197,208 ▲	New Holding	119,200	6.0%	Computer and Technology
PDD PDD	$5,986,875	$5,986,875 ▲	New Holding	51,500	5.8%	Multi-Sector Conglomerates
BOX BOX	$5,706,480	$5,706,480 ▲	New Holding	201,500	5.5%	Computer and Technology
BABA Alibaba Group	$4,898,772	$4,898,772 ▲	New Holding	67,700	4.7%	Retail/Wholesale
FLYW Flywire	$4,014,258	$4,014,258 ▲	New Holding	161,800	3.9%	Business Services
XPEV XPeng	$3,777,024	$3,777,024 ▲	New Holding	491,800	3.6%	Auto/Tires/Trucks
DOMO Domo	$2,331,688	$2,331,688 ▲	New Holding	261,400	2.3%	Computer and Technology
SNAP Snap	$944,526	$944,526 ▲	New Holding	24,200	0.9%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$0	$42,364,507 ▼	-100.0%	0	0.0%	ETF
BND Vanguard Total Bond Market ETF	$0	$27,849,902 ▼	-100.0%	0	0.0%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$0	$11,692,527 ▼	-100.0%	0	0.0%	Manufacturing
JPST JPMorgan Ultra-Short Income ETF	$0	$9,569,282 ▼	-100.0%	0	0.0%	ETF
VGT Vanguard Information Technology ETF	$0	$8,162,413 ▼	-100.0%	0	0.0%	ETF
VNQ Vanguard Real Estate ETF	$0	$8,029,909 ▼	-100.0%	0	0.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$0	$7,198,116 ▼	-100.0%	0	0.0%	ETF
AAPL Apple	$0	$888,203 ▼	-100.0%	0	0.0%	Computer and Technology
MSFT Microsoft	$0	$399,900 ▼	-100.0%	0	0.0%	Computer and Technology
UNH UnitedHealth Group	$0	$289,559 ▼	-100.0%	0	0.0%	Medical
SO Southern	$0	$212,183 ▼	-100.0%	0	0.0%	Utilities