Filed: 11/14/2022ACC: 0001754960-22-000309
📋 What this filing means
TWENTY ACRE CAPITAL LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $88.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$88.6K
Total AUM (reported)
5.60M
Total Shares
Allocation by class
COM$28.0K31.6%
CL A$22.8K25.7%
COM CL A$13.7K15.4%
SPONSORED ADS$9.8K11.1%
ADS$5.0K5.7%
CL A COM$2.8K3.1%
CAP STK CL A$2.0K2.3%
Portfolio Concentration
Top 3$20.3K22.9%
4–10$34.0K38.4%
11–25$34.3K38.7%
Top 3 weight
22.9%
Top 10 weight
61.3%
Voting Authority Distribution
Total shares with voting rights: 5.60M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings23
Rows:
ACTIVISION BLIZZARD INC
SOLEShares108.50K
TypeSH
Market value$8.1K
9.11%
Sole
0.00
Shared
0.00
None
108.50K
UBER TECHNOLOGIES INC
SOLEShares241.20K
TypeSH
Market value$6.4K
7.22%
Sole
0.00
Shared
0.00
None
241.20K
COUPANG INC
SOLEShares348.51K
TypeSH
Market value$5.8K
6.56%
Sole
0.00
Shared
0.00
None
348.51K
PURE STORAGE INC
SOLEShares195.10K
TypeSH
Market value$5.3K
6.03%
Sole
0.00
Shared
0.00
None
195.10K
PINDUODUO INC
SOLEShares82.10K
TypeSH
Market value$5.1K
5.80%
Sole
0.00
Shared
0.00
None
82.10K
XPENG INC
SOLEShares421.10K
TypeSH
Market value$5.0K
5.68%
Sole
0.00
Shared
0.00
None
421.10K
AMAZON COM INC
SOLEShares43.50K
TypeSH
Market value$4.9K
5.55%
Sole
0.00
Shared
0.00
None
43.50K
VISA INC
SOLEShares26.57K
TypeSH
Market value$4.7K
5.33%
Sole
0.00
Shared
0.00
None
26.57K
META PLATFORMS INC
SOLEShares33.15K
TypeSH
Market value$4.5K
5.08%
Sole
0.00
Shared
0.00
None
33.15K
CISCO SYS INC
SOLEShares108.60K
TypeSH
Market value$4.3K
4.91%
Sole
0.00
Shared
0.00
None
108.60K
SERVICENOW INC
SOLEShares11.35K
TypeSH
Market value$4.3K
4.84%
Sole
0.00
Shared
0.00
None
11.35K
UIPATH INC
SOLEShares312.10K
TypeSH
Market value$3.9K
4.44%
Sole
0.00
Shared
0.00
None
312.10K
FULL TRUCK ALLIANCE CO LTD
SOLEShares537.70K
TypeSH
Market value$3.5K
3.98%
Sole
0.00
Shared
0.00
None
537.70K
U S XPRESS ENTERPRISES INC
SOLEShares1.38M
TypeSH
Market value$3.4K
3.83%
Sole
0.00
Shared
0.00
None
1.38M
OKTA INC
SOLEShares56.30K
TypeSH
Market value$3.2K
3.62%
Sole
0.00
Shared
0.00
None
56.30K
COINBASE GLOBAL INC
SOLEShares47.30K
TypeSH
Market value$3.0K
3.44%
Sole
0.00
Shared
0.00
None
47.30K
LYFT INC
SOLEShares209.20K
TypeSH
Market value$2.8K
3.11%
Sole
0.00
Shared
0.00
None
209.20K
QUALTRICS INTL INC
SOLEShares244.60K
TypeSH
Market value$2.5K
2.81%
Sole
0.00
Shared
0.00
None
244.60K
ALPHABET INC
SOLEShares21.40K
TypeSH
Market value$2.0K
2.31%
Sole
0.00
Shared
0.00
None
21.40K
HUYA INC
SOLEShares889.90K
TypeSH
Market value$2.0K
2.23%
Sole
0.00
Shared
0.00
None
889.90K
PLUM ACQUISITION CORP I
SOLEShares178.80K
TypeSH
Market value$1.8K
2.00%
Sole
0.00
Shared
0.00
None
178.80K
ALIBABA GROUP HLDG LTD
SOLEShares14.10K
TypeSH
Market value$1.1K
1.27%
Sole
0.00
Shared
0.00
None
14.10K
ROOT INC
SOLEShares94.10K
TypeSH
Market value$741.00
0.84%
Sole
0.00
Shared
0.00
None
94.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACTIVISION BLIZZARD INCSOLE | COM | 108.50K | SH | $8.1K 9.11% | 0.00 | 0.00 | 108.50K |
UBER TECHNOLOGIES INCSOLE | COM | 241.20K | SH | $6.4K 7.22% | 0.00 | 0.00 | 241.20K |
COUPANG INCSOLE | CL A | 348.51K | SH | $5.8K 6.56% | 0.00 | 0.00 | 348.51K |
PURE STORAGE INCSOLE | CL A | 195.10K | SH | $5.3K 6.03% | 0.00 | 0.00 | 195.10K |
PINDUODUO INCSOLE | SPONSORED ADS | 82.10K | SH | $5.1K 5.80% | 0.00 | 0.00 | 82.10K |
XPENG INCSOLE | ADS | 421.10K | SH | $5.0K 5.68% | 0.00 | 0.00 | 421.10K |
AMAZON COM INCSOLE | COM | 43.50K | SH | $4.9K 5.55% | 0.00 | 0.00 | 43.50K |
VISA INCSOLE | COM CL A | 26.57K | SH | $4.7K 5.33% | 0.00 | 0.00 | 26.57K |
META PLATFORMS INCSOLE | CL A | 33.15K | SH | $4.5K 5.08% | 0.00 | 0.00 | 33.15K |
CISCO SYS INCSOLE | COM | 108.60K | SH | $4.3K 4.91% | 0.00 | 0.00 | 108.60K |
SERVICENOW INCSOLE | COM | 11.35K | SH | $4.3K 4.84% | 0.00 | 0.00 | 11.35K |
UIPATH INCSOLE | CL A | 312.10K | SH | $3.9K 4.44% | 0.00 | 0.00 | 312.10K |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 537.70K | SH | $3.5K 3.98% | 0.00 | 0.00 | 537.70K |
U S XPRESS ENTERPRISES INCSOLE | COM CL A | 1.38M | SH | $3.4K 3.83% | 0.00 | 0.00 | 1.38M |
OKTA INCSOLE | CL A | 56.30K | SH | $3.2K 3.62% | 0.00 | 0.00 | 56.30K |
COINBASE GLOBAL INCSOLE | COM CL A | 47.30K | SH | $3.0K 3.44% | 0.00 | 0.00 | 47.30K |
LYFT INCSOLE | CL A COM | 209.20K | SH | $2.8K 3.11% | 0.00 | 0.00 | 209.20K |
QUALTRICS INTL INCSOLE | COM CL A | 244.60K | SH | $2.5K 2.81% | 0.00 | 0.00 | 244.60K |
ALPHABET INCSOLE | CAP STK CL A | 21.40K | SH | $2.0K 2.31% | 0.00 | 0.00 | 21.40K |
HUYA INCSOLE | ADS REP SHS A | 889.90K | SH | $2.0K 2.23% | 0.00 | 0.00 | 889.90K |
PLUM ACQUISITION CORP ISOLE | UNIT 03/15/2026 | 178.80K | SH | $1.8K 2.00% | 0.00 | 0.00 | 178.80K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 14.10K | SH | $1.1K 1.27% | 0.00 | 0.00 | 14.10K |
ROOT INCSOLE | CL A NEW | 94.10K | SH | $741.00 0.84% | 0.00 | 0.00 | 94.10K |