Filed: 2/15/2023ACC: 0001754960-23-000081
📋 What this filing means
TWENTY ACRE CAPITAL LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $82.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$82.37M
Total AUM (reported)
4.44M
Total Shares
Allocation by class
COM$27.97M34.0%
CL A$22.58M27.4%
COM CL A$12.24M14.9%
SPONSORED ADS$10.87M13.2%
CL A COM$3.88M4.7%
CAP STK CL A$1.89M2.3%
UNIT 03/15/2026$1.50M1.8%
Portfolio Concentration
Top 3$19.88M24.1%
4–10$33.37M40.5%
11–25$29.12M35.3%
Top 3 weight
24.1%
Top 10 weight
64.7%
Voting Authority Distribution
Total shares with voting rights: 4.44M
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
4.44M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings21
Rows:
ACTIVISION BLIZZARD INC
SOLEShares104.90K
TypeSH
Market value$8.03M
9.75%
Sole
0.00
Shared
0.00
None
104.90K
PINDUODUO INC
SOLEShares74.40K
TypeSH
Market value$6.07M
7.37%
Sole
0.00
Shared
0.00
None
74.40K
UBER TECHNOLOGIES INC
SOLEShares233.80K
TypeSH
Market value$5.78M
7.02%
Sole
0.00
Shared
0.00
None
233.80K
COUPANG INC
SOLEShares373.21K
TypeSH
Market value$5.49M
6.67%
Sole
0.00
Shared
0.00
None
373.21K
SERVICENOW INC
SOLEShares12.95K
TypeSH
Market value$5.03M
6.10%
Sole
0.00
Shared
0.00
None
12.95K
PURE STORAGE INC
SOLEShares179.40K
TypeSH
Market value$4.80M
5.83%
Sole
0.00
Shared
0.00
None
179.40K
VISA INC
SOLEShares22.77K
TypeSH
Market value$4.73M
5.74%
Sole
0.00
Shared
0.00
None
22.77K
CISCO SYS INC
SOLEShares98.80K
TypeSH
Market value$4.71M
5.71%
Sole
0.00
Shared
0.00
None
98.80K
AMAZON COM INC
SOLEShares52.60K
TypeSH
Market value$4.42M
5.36%
Sole
0.00
Shared
0.00
None
52.60K
UIPATH INC
SOLEShares330.30K
TypeSH
Market value$4.20M
5.10%
Sole
0.00
Shared
0.00
None
330.30K
OKTA INC
SOLEShares60.10K
TypeSH
Market value$4.11M
4.99%
Sole
0.00
Shared
0.00
None
60.10K
META PLATFORMS INC
SOLEShares33.15K
TypeSH
Market value$3.99M
4.84%
Sole
0.00
Shared
0.00
None
33.15K
LYFT INC
SOLEShares351.90K
TypeSH
Market value$3.88M
4.71%
Sole
0.00
Shared
0.00
None
351.90K
FULL TRUCK ALLIANCE CO LTD
SOLEShares461.40K
TypeSH
Market value$3.69M
4.48%
Sole
0.00
Shared
0.00
None
461.40K
QUALTRICS INTL INC
SOLEShares262.80K
TypeSH
Market value$2.73M
3.31%
Sole
0.00
Shared
0.00
None
262.80K
U S XPRESS ENTERPRISES INC
SOLEShares1.39M
TypeSH
Market value$2.52M
3.06%
Sole
0.00
Shared
0.00
None
1.39M
COINBASE GLOBAL INC
SOLEShares63.90K
TypeSH
Market value$2.26M
2.75%
Sole
0.00
Shared
0.00
None
63.90K
ALPHABET INC
SOLEShares21.40K
TypeSH
Market value$1.89M
2.29%
Sole
0.00
Shared
0.00
None
21.40K
PLUM ACQUISITION CORP I
SOLEShares148.80K
TypeSH
Market value$1.50M
1.82%
Sole
0.00
Shared
0.00
None
148.80K
XPENG INC
SOLEShares144.90K
TypeSH
Market value$1.44M
1.75%
Sole
0.00
Shared
0.00
None
144.90K
ALIBABA GROUP HLDG LTD
SOLEShares12.60K
TypeSH
Market value$1.11M
1.35%
Sole
0.00
Shared
0.00
None
12.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ACTIVISION BLIZZARD INCSOLE | COM | 104.90K | SH | $8.03M 9.75% | 0.00 | 0.00 | 104.90K |
PINDUODUO INCSOLE | SPONSORED ADS | 74.40K | SH | $6.07M 7.37% | 0.00 | 0.00 | 74.40K |
UBER TECHNOLOGIES INCSOLE | COM | 233.80K | SH | $5.78M 7.02% | 0.00 | 0.00 | 233.80K |
COUPANG INCSOLE | CL A | 373.21K | SH | $5.49M 6.67% | 0.00 | 0.00 | 373.21K |
SERVICENOW INCSOLE | COM | 12.95K | SH | $5.03M 6.10% | 0.00 | 0.00 | 12.95K |
PURE STORAGE INCSOLE | CL A | 179.40K | SH | $4.80M 5.83% | 0.00 | 0.00 | 179.40K |
VISA INCSOLE | COM CL A | 22.77K | SH | $4.73M 5.74% | 0.00 | 0.00 | 22.77K |
CISCO SYS INCSOLE | COM | 98.80K | SH | $4.71M 5.71% | 0.00 | 0.00 | 98.80K |
AMAZON COM INCSOLE | COM | 52.60K | SH | $4.42M 5.36% | 0.00 | 0.00 | 52.60K |
UIPATH INCSOLE | CL A | 330.30K | SH | $4.20M 5.10% | 0.00 | 0.00 | 330.30K |
OKTA INCSOLE | CL A | 60.10K | SH | $4.11M 4.99% | 0.00 | 0.00 | 60.10K |
META PLATFORMS INCSOLE | CL A | 33.15K | SH | $3.99M 4.84% | 0.00 | 0.00 | 33.15K |
LYFT INCSOLE | CL A COM | 351.90K | SH | $3.88M 4.71% | 0.00 | 0.00 | 351.90K |
FULL TRUCK ALLIANCE CO LTDSOLE | SPONSORED ADS | 461.40K | SH | $3.69M 4.48% | 0.00 | 0.00 | 461.40K |
QUALTRICS INTL INCSOLE | COM CL A | 262.80K | SH | $2.73M 3.31% | 0.00 | 0.00 | 262.80K |
U S XPRESS ENTERPRISES INCSOLE | COM CL A | 1.39M | SH | $2.52M 3.06% | 0.00 | 0.00 | 1.39M |
COINBASE GLOBAL INCSOLE | COM CL A | 63.90K | SH | $2.26M 2.75% | 0.00 | 0.00 | 63.90K |
ALPHABET INCSOLE | CAP STK CL A | 21.40K | SH | $1.89M 2.29% | 0.00 | 0.00 | 21.40K |
PLUM ACQUISITION CORP ISOLE | UNIT 03/15/2026 | 148.80K | SH | $1.50M 1.82% | 0.00 | 0.00 | 148.80K |
XPENG INCSOLE | ADS | 144.90K | SH | $1.44M 1.75% | 0.00 | 0.00 | 144.90K |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 12.60K | SH | $1.11M 1.35% | 0.00 | 0.00 | 12.60K |