Asset Manager
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Twenty Acre Capital LP
Market Value
$12M
-91.2%
Holdings
16
-2
New Purchases
0
Added To
0
Closed
15
Reduced
0
Top 10 Concentration
100.0%
Turnover
93.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| DOMO | 100.00% | 7.80% | +92.20% | $12M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| UBER | 0.00% | 9.53% | -9.53% | $0 |
| CPNG | 0.00% | 8.14% | -8.14% | $0 |
| P | 0.00% | 8.10% | -8.10% | $0 |
| SNOW | 0.00% | 7.75% | -7.75% | $0 |
| NOW | 0.00% | 7.07% | -7.07% | $0 |
| AMZN | 0.00% | 6.96% | -6.96% | $0 |
| GRAB | 0.00% | 6.70% | -6.70% | $0 |
| YMM | 0.00% | 6.63% | -6.63% | $0 |
| PDD | 0.00% | 6.07% | -6.07% | $0 |
| BILL | 0.00% | 5.99% | -5.99% | $0 |
| OKTA | 0.00% | 5.27% | -5.27% | $0 |
| XPEV | 0.00% | 5.07% | -5.07% | $0 |
| MRVL | 0.00% | 3.42% | -3.42% | $0 |
| BABA | 0.00% | 2.85% | -2.85% | $0 |
| FLYW | 0.00% | 2.65% | -2.65% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 2 | $0 | 0.0% |
| Large Cap | 10 | $0 | 0.0% |
| Mid Cap | 2 | $0 | 0.0% |
| Small Cap | 1 | $0 | 0.0% |
| Micro Cap | 1 | $12M | 100.0% |
Portfolio Analytics
Avg Market Cap
$243.9B
Median Market Cap
$29.0B
Avg P/E
47.6
Median P/E
37.9
Avg Dividend Yield
0.00%
Avg Beta
1.07
# Stocks
16
# ETFs / Funds
0
Top Holdings (16 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DOMO | 100.00% | 781,400 | $12M | $15.84 | $1M | — | — | |
| 2 | UBER | —% | — | — | — | -$13M | -143,100 | -100.0% | SOLD |
| 3 | SNOW | —% | — | — | — | -$11M | -48,500 | -100.0% | SOLD |
| 4 | NOW | —% | — | — | — | -$10M | -9,630 | -100.0% | SOLD |
| 5 | XPEV | —% | — | — | — | -$7M | -397,400 | -100.0% | SOLD |
| 6 | CPNG | —% | — | — | — | -$11M | -380,514 | -100.0% | SOLD |
| 7 | BILL | —% | — | — | — | -$8M | -181,400 | -100.0% | SOLD |
| 8 | YMM | —% | — | — | — | -$9M | -786,100 | -100.0% | SOLD |
| 9 | BABA | —% | — | — | — | -$4M | -35,200 | -100.0% | SOLD |
| 10 | P | —% | — | — | — | -$11M | -196,928 | -100.0% | SOLD |
| 11 | AMZN | —% | — | — | — | -$10M | -44,400 | -100.0% | SOLD |
| 12 | MRVL | —% | — | — | — | -$5M | -61,800 | -100.0% | SOLD |
| 13 | GRAB | —% | — | — | — | -$9M | -1,865,200 | -100.0% | SOLD |
| 14 | FLYW | —% | — | — | — | -$4M | -317,100 | -100.0% | SOLD |
| 15 | PDD | —% | — | — | — | -$8M | -81,200 | -100.0% | SOLD |
| 16 | OKTA | —% | — | — | — | -$7M | -73,841 | -100.0% | SOLD |