Twenty Acre Capital LP
- SEC CIK
- 0001928941
- Latest filing
- Nov 4, 2025
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 22
- −2 vs. Q1 2022
- Portfolio value
- $98.4M
- −$29.9M (−23.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ATVIActivision Blizzard, Inc. | COM | 113,000 | $8.80M | 8.9% | +5,000+4.6% | Added | History |
| PEverpure, Inc. | CL A | 303,800 | $7.81M | 7.9% | +61,500+25.4% | Added | History |
| XPEVXpeng Inc. | ADS | 245,500 | $7.79M | 7.9% | +27,400+12.6% | Added | History |
| UBERUber Technologies, Inc | Stock | 330,500 | $6.76M | 6.9% | +82,900+33.5% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 98,800 | $6.11M | 6.2% | +400+0.4% | Added | History |
| CPNGCoupang, Inc. | CL A | 465,914 | $5.94M | 6.0% | +136,300+41.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 32,850 | $5.30M | 5.4% | +3,600+12.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 49,800 | $5.29M | 5.4% | −400−0.8% | ReducedConverted for a 20-for-1 split | History |
| VVisa Inc. | Stock | 24,870 | $4.90M | 5.0% | −3,300−11.7% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 10,100 | $4.80M | 4.9% | +10,100 | New | History |
| PATHUiPath, Inc. | Stock | 232,100 | $4.22M | 4.3% | +232,100 | New | History |
| CSCOCisco Systems, Inc. | Stock | 94,600 | $4.03M | 4.1% | +31,580+50.1% | Added | History |
| OKTAOkta, Inc. | CL A | 43,200 | $3.90M | 4.0% | +43,200 | New | History |
| LYFTLyft, Inc. | CL A COM | 250,600 | $3.33M | 3.4% | +50,400+25.2% | Added | History |
| USXUS Xpress Enterprises Inc | COM CL A | 1,218,349 | $3.27M | 3.3% | +440,743+56.7% | Added | History |
| XMQualtrics International Inc. | COM CL A | 255,300 | $3.19M | 3.2% | +135,200+112.6% | Added | History |
| HUYAHUYA Inc. | ADS REP SHS A | 783,400 | $3.04M | 3.1% | −151,000−16.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,070 | $2.33M | 2.4% | −750−41.2% | Reduced | History |
| COINCoinbase Global, Inc. | COM CL A | 47,100 | $2.21M | 2.3% | +24,450+107.9% | Added | History |
| ROOTRoot, Inc. | COM CL A | 1,671,495 | $1.99M | 2.0% | +474,400+39.6% | Added | History |
| Plum Acquisition Corp IG7134L100 | UNIT 03/15/2026 | 178,800 | $1.75M | 1.8% | 00.0% | Unchanged | – |
| BABAAlibaba Group Holding Ltd | ADR | 14,100 | $1.60M | 1.6% | +6,700+90.5% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Kraneshares Tr500767207 | CICC CHINA 100 | – | $1.97M |
Sold out since Q1 2022 (5)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| ZNGAZynga Inc | CL A | 1,167,300 | $10.8M | 8.4% | History |
| AYXAlteryx, Inc. | COM CL A | 99,000 | $7.08M | 5.5% | History |
| CMRCCommerce.com, Inc. | COM SER 1 | 309,700 | $6.79M | 5.3% | History |
| DIDIYDiDi Global Inc. | SPONSORED ADS | 974,400 | $2.44M | 1.9% | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,500 | $2.36M | 1.8% | – |