Twenty Acre Capital LP
- SEC CIK
- 0001928941
- Latest filing
- Nov 4, 2025
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 15, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 21
- −2 vs. Q3 2022
- Portfolio value
- $82.4M
- −$6.19M (−7.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ATVIActivision Blizzard, Inc. | COM | 104,900 | $8.03M | 9.7% | −3,600−3.3% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 74,400 | $6.07M | 7.4% | −7,700−9.4% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 233,800 | $5.78M | 7.0% | −7,400−3.1% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 373,214 | $5.49M | 6.7% | +24,700+7.1% | Added | History |
| NOWServiceNow, Inc. | Stock | 12,950 | $5.03M | 6.1% | +1,600+14.1% | Added | History |
| PEverpure, Inc. | CL A | 179,400 | $4.80M | 5.8% | −15,700−8.0% | Reduced | History |
| VVisa Inc. | Stock | 22,770 | $4.73M | 5.7% | −3,800−14.3% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 98,800 | $4.71M | 5.7% | −9,800−9.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 52,600 | $4.42M | 5.4% | +9,100+20.9% | Added | History |
| PATHUiPath, Inc. | Stock | 330,300 | $4.20M | 5.1% | +18,200+5.8% | Added | History |
| OKTAOkta, Inc. | CL A | 60,100 | $4.11M | 5.0% | +3,800+6.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 33,150 | $3.99M | 4.8% | 00.0% | Unchanged | History |
| LYFTLyft, Inc. | CL A COM | 351,900 | $3.88M | 4.7% | +142,700+68.2% | Added | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 461,400 | $3.69M | 4.5% | −76,300−14.2% | Reduced | History |
| XMQualtrics International Inc. | COM CL A | 262,800 | $2.73M | 3.3% | +18,200+7.4% | Added | History |
| USXUS Xpress Enterprises Inc | COM CL A | 1,393,869 | $2.52M | 3.1% | +14,100+1.0% | Added | History |
| COINCoinbase Global, Inc. | COM CL A | 63,900 | $2.26M | 2.7% | +16,600+35.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 21,400 | $1.89M | 2.3% | 00.0% | Unchanged | History |
| Plum Acquisition Corp IG7134L100 | UNIT 03/15/2026 | 148,800 | $1.50M | 1.8% | −30,000−16.8% | Reduced | – |
| XPEVXpeng Inc. | ADS | 144,900 | $1.44M | 1.7% | −276,200−65.6% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 12,600 | $1.11M | 1.3% | −1,500−10.6% | Reduced | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.