Latest Twenty Acre Capital LP Stock Portfolio
$103Million
Equity Portfolio Value
Last Reported on: 14 May, 2024
About Twenty Acre Capital LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Twenty Acre Capital LP reported an equity portfolio of $103.5 Millions as of 31 Mar, 2024.
The top stock holdings of Twenty Acre Capital LP are UBER, CPNG, YMM. The fund has invested 10.4% of it's portfolio in UBER TECHNOLOGIES INC and 8% of portfolio in COUPANG INC.
The fund managers got completely rid off INTUIT (INTU) and KRANESHARES TR (BNDD) stocks. They significantly reduced their stock positions in SNAP INC (SNAP), PURE STORAGE INC (PSTG) and OKTA INC (OKTA). Twenty Acre Capital LP opened new stock positions in FLYWIRE CORPORATION (FLYW). The fund showed a lot of confidence in some stocks as they added substantially to XPENG INC (XPEV), PAYPAL HLDGS INC (PYPL) and BOX INC (BOX).
The top stock holdings of Twenty Acre Capital LP are UBER, CPNG, YMM. The fund has invested 10.4% of it's portfolio in UBER TECHNOLOGIES INC and 8% of portfolio in COUPANG INC.
The fund managers got completely rid off INTUIT (INTU) and KRANESHARES TR (BNDD) stocks. They significantly reduced their stock positions in SNAP INC (SNAP), PURE STORAGE INC (PSTG) and OKTA INC (OKTA). Twenty Acre Capital LP opened new stock positions in FLYWIRE CORPORATION (FLYW). The fund showed a lot of confidence in some stocks as they added substantially to XPENG INC (XPEV), PAYPAL HLDGS INC (PYPL) and BOX INC (BOX).
New Buys
| Ticker | $ Bought |
|---|---|
| FLYWIRE CORPORATION | 4,014,260 |
New stocks bought by Twenty Acre Capital LP
Additions
| Ticker | % Inc. |
|---|---|
| XPENG INC | 180 |
| PAYPAL HLDGS INC | 77.7 |
| BOX INC | 38.39 |
| CISCO SYS INC | 18.83 |
| ALIBABA GROUP HLDG LTD | 18.56 |
| FULL TRUCK ALLIANCE CO LTD | 17.23 |
| GRAB HOLDINGS LIMITED | 14.08 |
Additions to existing portfolio by Twenty Acre Capital LP
Reductions
| Ticker | % Reduced |
|---|---|
| SNAP INC | -92.24 |
| PURE STORAGE INC | -44.66 |
| OKTA INC | -28.22 |
| SERVICENOW INC | -18.98 |
| AMAZON COM INC | -10.3 |
| UBER TECHNOLOGIES INC | -9.11 |
| COUPANG INC | -8.1 |
| PDD HOLDINGS INC | -6.7 |
Twenty Acre Capital LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| KRANESHARES TR | -1,890,000 |
| INTUIT | -4,612,720 |
Twenty Acre Capital LP got rid off the above stocks
Current Stock Holdings of Twenty Acre Capital LP
Last Reported on: 14 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 6.83 | 39,200 | 7,070,900 | REDUCED | -10.3 | |
| BABA | ALIBABA GROUP HLDG LTD | 4.73 | 67,700 | 4,898,770 | ADDED | 18.56 | |
| BNDD | KRANESHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BOX | BOX INC | 5.51 | 201,500 | 5,706,480 | ADDED | 38.39 | |
| CPNG | COUPANG INC | 7.99 | 464,914 | 8,270,820 | REDUCED | -8.1 | |
| CSCO | CISCO SYS INC | 6.76 | 140,100 | 6,992,390 | ADDED | 18.83 | |
| DOMO | DOMO INC | 2.25 | 261,400 | 2,331,690 | UNCHANGED | 0.00 | |
| FLYW | FLYWIRE CORPORATION | 3.88 | 161,800 | 4,014,260 | NEW | ||
| GRAB | GRAB HOLDINGS LIMITED | 6.30 | 2,075,500 | 6,517,070 | ADDED | 14.08 | |
| INTU | INTUIT | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NOW | SERVICENOW INC | 7.51 | 10,200 | 7,776,480 | REDUCED | -18.98 | |
| OKTA | OKTA INC | 6.97 | 68,941 | 7,212,610 | REDUCED | -28.22 | |
| PDD | PDD HOLDINGS INC | 5.78 | 51,500 | 5,986,880 | REDUCED | -6.7 | |
| PSTG | PURE STORAGE INC | 5.99 | 119,200 | 6,197,210 | REDUCED | -44.66 | |
| PYPL | PAYPAL HLDGS INC | 6.91 | 106,800 | 7,154,530 | ADDED | 77.7 | |
| SNAP | SNAP INC | 0.91 | 24,200 | 944,526 | REDUCED | -92.24 | |
| UBER | UBER TECHNOLOGIES INC | 10.38 | 139,600 | 10,747,800 | REDUCED | -9.11 | |
| XPEV | XPENG INC | 3.65 | 491,800 | 3,777,020 | ADDED | 180 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 7.65 | 1,089,400 | 7,919,940 | ADDED | 17.23 |