13F HOLDINGS REPORT
Twenty Acre Capital LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001754960-23-000169
Total Value
$87.6M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | 00507V109 | 107,800 | $9.2M | 10.53% |
| 2 | COUPANG INC | CPNG | 428,214 | $6.9M | 7.82% |
| 3 | SERVICENOW INC | NOW | 14,700 | $6.8M | 7.80% |
| 4 | UBER TECHNOLOGIES INC | UBER | 211,200 | $6.7M | 7.64% |
| 5 | PURE STORAGE INC | 74624M102 | 261,600 | $6.7M | 7.62% |
| 6 | CISCO SYS INC | CSCO | 108,900 | $5.7M | 6.50% |
| 7 | PDD HOLDINGS INC | PDD | 72,400 | $5.5M | 6.27% |
| 8 | AMAZON COM INC | AMZN | 50,400 | $5.2M | 5.94% |
| 9 | META PLATFORMS INC | META | 24,450 | $5.2M | 5.91% |
| 10 | OKTA INC | OKTA | 59,241 | $5.1M | 5.83% |
| 11 | ALPHABET INC | GOOG | 47,000 | $4.9M | 5.56% |
| 12 | FULL TRUCK ALLIANCE CO LTD | YMM | 575,400 | $4.4M | 5.00% |
| 13 | UIPATH INC | PATH | 237,000 | $4.2M | 4.75% |
| 14 | U S XPRESS ENTERPRISES INC | 90338N202 | 501,129 | $3.0M | 3.40% |
| 15 | VISA INC | V | 13,000 | $2.9M | 3.34% |
| 16 | ALIBABA GROUP HLDG LTD | BBAAY | 21,700 | $2.2M | 2.53% |
| 17 | XPENG INC | XPNGF | 154,400 | $1.7M | 1.96% |
| 18 | LYFT INC | LYFT | 152,700 | $1.4M | 1.62% |