Latest Twenty Acre Capital LP Stock Portfolio
$105Million
Equity Portfolio Value
Last Reported on: 15 Feb, 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 $105.1 Millions as of 31 Dec, 2023.
The top stock holdings of Twenty Acre Capital LP are UBER, NOW, OKTA. The fund has invested 9% of it's portfolio in UBER TECHNOLOGIES INC and 8.5% of portfolio in SERVICENOW INC.
The fund managers got completely rid off META PLATFORMS INC (META), ACTIVISION BLIZZARD INC (ATVI) and LOGITECH INTL S A (LOGI) stocks. They significantly reduced their stock positions in INTUIT (INTU), SNAP INC (SNAP) and PDD HOLDINGS INC (PDD). Twenty Acre Capital LP opened new stock positions in BOX INC (BOX), PAYPAL HLDGS INC (PYPL) and KRANESHARES TR (BNDD). The fund showed a lot of confidence in some stocks as they added substantially to ALIBABA GROUP HLDG LTD (BABA), XPENG INC (XPEV) and GRAB HOLDINGS LIMITED (GRAB).
The top stock holdings of Twenty Acre Capital LP are UBER, NOW, OKTA. The fund has invested 9% of it's portfolio in UBER TECHNOLOGIES INC and 8.5% of portfolio in SERVICENOW INC.
The fund managers got completely rid off META PLATFORMS INC (META), ACTIVISION BLIZZARD INC (ATVI) and LOGITECH INTL S A (LOGI) stocks. They significantly reduced their stock positions in INTUIT (INTU), SNAP INC (SNAP) and PDD HOLDINGS INC (PDD). Twenty Acre Capital LP opened new stock positions in BOX INC (BOX), PAYPAL HLDGS INC (PYPL) and KRANESHARES TR (BNDD). The fund showed a lot of confidence in some stocks as they added substantially to ALIBABA GROUP HLDG LTD (BABA), XPENG INC (XPEV) and GRAB HOLDINGS LIMITED (GRAB).
New Buys
| Ticker | $ Bought |
|---|---|
| BOX INC | 3,728,820 |
| PAYPAL HLDGS INC | 3,690,740 |
| KRANESHARES TR | 1,890,000 |
New stocks bought by Twenty Acre Capital LP
Additions
| Ticker | % Inc. |
|---|---|
| ALIBABA GROUP HLDG LTD | 135 |
| XPENG INC | 40.3 |
| GRAB HOLDINGS LIMITED | 39.13 |
| PURE STORAGE INC | 25.38 |
| COUPANG INC | 23.51 |
| OKTA INC | 19.39 |
| FULL TRUCK ALLIANCE CO LTD | 6.3 |
| AMAZON COM INC | 4.55 |
Additions to existing portfolio by Twenty Acre Capital LP
Reductions
| Ticker | % Reduced |
|---|---|
| INTUIT | -28.7 |
| SNAP INC | -16.47 |
| PDD HOLDINGS INC | -15.08 |
| UBER TECHNOLOGIES INC | -14.57 |
Twenty Acre Capital LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ACTIVISION BLIZZARD INC | -4,981,120 |
| LOGITECH INTL S A | -2,881,690 |
| META PLATFORMS INC | -5,058,540 |
Twenty Acre Capital LP got rid off the above stocks
Current Stock Holdings of Twenty Acre Capital LP
Last Reported on: 15 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 6.32 | 43,700 | 6,639,780 | ADDED | 4.55 | |
| ATVI | ACTIVISION BLIZZARD INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BABA | ALIBABA GROUP HLDG LTD | 4.21 | 57,100 | 4,425,820 | ADDED | 135 | |
| BNDD | KRANESHARES TR | 1.80 | 70,000 | 1,890,000 | NEW | ||
| BOX | BOX INC | 3.55 | 145,600 | 3,728,820 | NEW | ||
| CPNG | COUPANG INC | 7.79 | 505,914 | 8,190,750 | ADDED | 23.51 | |
| CSCO | CISCO SYS INC | 5.67 | 117,900 | 5,956,310 | ADDED | 3.97 | |
| DOMO | DOMO INC | 2.56 | 261,400 | 2,689,810 | UNCHANGED | 0.00 | |
| GRAB | GRAB HOLDINGS LIMITED | 5.83 | 1,819,400 | 6,131,380 | ADDED | 39.13 | |
| INTU | INTUIT | 4.39 | 7,380 | 4,612,720 | REDUCED | -28.7 | |
| LOGI | LOGITECH INTL S A | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| META | META PLATFORMS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| NOW | SERVICENOW INC | 8.46 | 12,590 | 8,894,710 | UNCHANGED | 0.00 | |
| OKTA | OKTA INC | 8.27 | 96,041 | 8,694,590 | ADDED | 19.39 | |
| PDD | PDD HOLDINGS INC | 7.68 | 55,200 | 8,076,310 | REDUCED | -15.08 | |
| PSTG | PURE STORAGE INC | 7.31 | 215,400 | 7,681,160 | ADDED | 25.38 | |
| PYPL | PAYPAL HLDGS INC | 3.51 | 60,100 | 3,690,740 | NEW | ||
| SNAP | SNAP INC | 5.03 | 312,000 | 5,282,160 | REDUCED | -16.47 | |
| UBER | UBER TECHNOLOGIES INC | 9.00 | 153,600 | 9,457,150 | REDUCED | -14.57 | |
| XPEV | XPENG INC | 2.43 | 175,100 | 2,554,710 | ADDED | 40.3 | |
| YMM | FULL TRUCK ALLIANCE CO LTD | 6.20 | 929,300 | 6,514,390 | ADDED | 6.3 |