13F HOLDINGS REPORT
Twenty Acre Capital LP
Quarter ended Q1 2023 · Filed February 15, 2023 · Accession 0001754960-23-000081
Total Value
$82.4M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | 00507V109 | 104,900 | $8.0M | 9.75% |
| 2 | PINDUODUO INC | PDD | 74,400 | $6.1M | 7.37% |
| 3 | UBER TECHNOLOGIES INC | UBER | 233,800 | $5.8M | 7.02% |
| 4 | COUPANG INC | CPNG | 373,214 | $5.5M | 6.67% |
| 5 | SERVICENOW INC | NOW | 12,950 | $5.0M | 6.10% |
| 6 | PURE STORAGE INC | 74624M102 | 179,400 | $4.8M | 5.83% |
| 7 | VISA INC | V | 22,770 | $4.7M | 5.74% |
| 8 | CISCO SYS INC | CSCO | 98,800 | $4.7M | 5.71% |
| 9 | AMAZON COM INC | AMZN | 52,600 | $4.4M | 5.36% |
| 10 | UIPATH INC | PATH | 330,300 | $4.2M | 5.10% |
| 11 | OKTA INC | OKTA | 60,100 | $4.1M | 4.99% |
| 12 | META PLATFORMS INC | META | 33,150 | $4.0M | 4.84% |
| 13 | LYFT INC | LYFT | 351,900 | $3.9M | 4.71% |
| 14 | FULL TRUCK ALLIANCE CO LTD | YMM | 461,400 | $3.7M | 4.48% |
| 15 | QUALTRICS INTL INC | 747601201 | 262,800 | $2.7M | 3.31% |
| 16 | U S XPRESS ENTERPRISES INC | 90338N202 | 1,393,869 | $2.5M | 3.06% |
| 17 | COINBASE GLOBAL INC | COIN | 63,900 | $2.3M | 2.75% |
| 18 | ALPHABET INC | GOOG | 21,400 | $1.9M | 2.29% |
| 19 | PLUM ACQUISITION CORP I | G7134L100 | 148,800 | $1.5M | 1.82% |
| 20 | XPENG INC | XPNGF | 144,900 | $1.4M | 1.75% |
| 21 | ALIBABA GROUP HLDG LTD | BBAAY | 12,600 | $1.1M | 1.35% |