13F HOLDINGS REPORT
Twenty Acre Capital LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001754960-24-000436
Total Value
$107.7M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 9,710 | $11.1M | 10.28% |
| 2 | CISCO SYS INC | CSCO | 151,400 | $7.9M | 7.30% |
| 3 | OKTA INC | OKTA | 82,541 | $7.4M | 6.90% |
| 4 | UBER TECHNOLOGIES INC | UBER | 163,700 | $7.4M | 6.89% |
| 5 | GRAB HOLDINGS LIMITED | GRABW | 2,031,800 | $7.4M | 6.86% |
| 6 | ALIBABA GROUP HLDG LTD | BBAAY | 24,200 | $7.4M | 6.86% |
| 7 | FULL TRUCK ALLIANCE CO LTD | YMM | 888,800 | $7.3M | 6.77% |
| 8 | AMAZON COM INC | AMZN | 43,000 | $7.1M | 6.63% |
| 9 | BOX INC | BXCAP | 235,700 | $6.8M | 6.34% |
| 10 | COUPANG INC | CPNG | 424,514 | $6.5M | 6.03% |
| 11 | FLYWIRE CORPORATION | FLYW | 321,700 | $6.4M | 5.95% |
| 12 | PAYPAL HLDGS INC | PYPL | 118,100 | $6.3M | 5.88% |
| 13 | PURE STORAGE INC | 74624M102 | 82,900 | $6.2M | 5.75% |
| 14 | PDD HOLDINGS INC | PDD | 48,500 | $5.8M | 5.42% |
| 15 | DOMO INC | DOMO | 661,400 | $5.4M | 5.02% |
| 16 | XPENG INC | XPNGF | 634,400 | $1.2M | 1.12% |