13F HOLDINGS REPORT
Twenty Acre Capital LP
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001754960-23-000332
Total Value
$92.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | UBER | 179,800 | $8.3M | 8.99% |
| 2 | SERVICENOW INC | NOW | 12,590 | $7.0M | 7.65% |
| 3 | COUPANG INC | CPNG | 409,614 | $7.0M | 7.57% |
| 4 | OKTA INC | OKTA | 80,441 | $6.6M | 7.13% |
| 5 | PDD HOLDINGS INC | PDD | 65,000 | $6.4M | 6.93% |
| 6 | FULL TRUCK ALLIANCE CO LTD | YMM | 874,200 | $6.2M | 6.69% |
| 7 | PURE STORAGE INC | 74624M102 | 171,800 | $6.1M | 6.65% |
| 8 | CISCO SYS INC | CSCO | 113,400 | $6.1M | 6.63% |
| 9 | AMAZON COM INC | AMZN | 41,800 | $5.3M | 5.78% |
| 10 | INTUIT | INTU | 10,350 | $5.3M | 5.75% |
| 11 | META PLATFORMS INC | META | 16,850 | $5.1M | 5.50% |
| 12 | ACTIVISION BLIZZARD INC | 00507V109 | 53,200 | $5.0M | 5.41% |
| 13 | GRAB HOLDINGS LIMITED | GRABW | 1,307,700 | $4.6M | 5.03% |
| 14 | SNAP INC | SNAP | 373,500 | $3.3M | 3.62% |
| 15 | LOGITECH INTL S A | H50430232 | 41,800 | $2.9M | 3.13% |
| 16 | DOMO INC | DOMO | 261,400 | $2.6M | 2.79% |
| 17 | XPENG INC | XPNGF | 124,800 | $2.3M | 2.49% |
| 18 | ALIBABA GROUP HLDG LTD | BBAAY | 24,200 | $2.1M | 2.28% |