13F HOLDINGS REPORT
Twenty Acre Capital LP
Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001754960-23-000244
Total Value
$93.6M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PURE STORAGE INC | 74624M102 | 239,700 | $8.8M | 9.43% |
| 2 | ACTIVISION BLIZZARD INC | 00507V109 | 100,600 | $8.5M | 9.06% |
| 3 | UBER TECHNOLOGIES INC | UBER | 193,700 | $8.4M | 8.94% |
| 4 | SERVICENOW INC | NOW | 14,500 | $8.1M | 8.71% |
| 5 | COUPANG INC | CPNG | 432,114 | $7.5M | 8.04% |
| 6 | PDD HOLDINGS INC | PDD | 97,400 | $6.7M | 7.20% |
| 7 | OKTA INC | OKTA | 92,041 | $6.4M | 6.82% |
| 8 | AMAZON COM INC | AMZN | 45,500 | $5.9M | 6.34% |
| 9 | CISCO SYS INC | CSCO | 108,900 | $5.6M | 6.02% |
| 10 | META PLATFORMS INC | META | 18,050 | $5.2M | 5.54% |
| 11 | INTUIT | INTU | 11,100 | $5.1M | 5.44% |
| 12 | FULL TRUCK ALLIANCE CO LTD | YMM | 733,400 | $4.6M | 4.88% |
| 13 | ALPHABET INC | GOOG | 37,000 | $4.4M | 4.73% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 29,600 | $2.5M | 2.64% |
| 15 | LYFT INC | LYFT | 671,200 | $2.3M | 2.46% |
| 16 | XPENG INC | XPNGF | 154,400 | $2.1M | 2.21% |
| 17 | DOMO INC | DOMO | 98,000 | $1.4M | 1.54% |