13F HOLDINGS REPORT
Twenty Acre Capital LP
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001754960-24-000216
Total Value
$103.5M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC | UBER | 139,600 | $10.7M | 10.38% |
| 2 | COUPANG INC | CPNG | 464,914 | $8.3M | 7.99% |
| 3 | FULL TRUCK ALLIANCE CO LTD | YMM | 1,089,400 | $7.9M | 7.65% |
| 4 | SERVICENOW INC | NOW | 10,200 | $7.8M | 7.51% |
| 5 | OKTA INC | OKTA | 68,941 | $7.2M | 6.97% |
| 6 | PAYPAL HLDGS INC | PYPL | 106,800 | $7.2M | 6.91% |
| 7 | AMAZON COM INC | AMZN | 39,200 | $7.1M | 6.83% |
| 8 | CISCO SYS INC | CSCO | 140,100 | $7.0M | 6.75% |
| 9 | GRAB HOLDINGS LIMITED | GRABW | 2,075,500 | $6.5M | 6.30% |
| 10 | PURE STORAGE INC | 74624M102 | 119,200 | $6.2M | 5.99% |
| 11 | PDD HOLDINGS INC | PDD | 51,500 | $6.0M | 5.78% |
| 12 | BOX INC | BXCAP | 201,500 | $5.7M | 5.51% |
| 13 | ALIBABA GROUP HLDG LTD | BBAAY | 67,700 | $4.9M | 4.73% |
| 14 | FLYWIRE CORPORATION | FLYW | 161,800 | $4.0M | 3.88% |
| 15 | XPENG INC | XPNGF | 491,800 | $3.8M | 3.65% |
| 16 | DOMO INC | DOMO | 261,400 | $2.3M | 2.25% |
| 17 | SNAP INC | SNAP | 24,200 | $944,526 | 0.91% |