Twenty Acre Capital LP
- SEC CIK
- 0001928941
- Latest filing
- Nov 4, 2025
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 11, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 17
- −1 vs. Q1 2023
- Portfolio value
- $93.6M
- +$5.92M (+6.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PEverpure, Inc. | CL A | 239,700 | $8.83M | 9.4% | −21,900−8.4% | Reduced | History |
| ATVIActivision Blizzard, Inc. | COM | 100,600 | $8.48M | 9.1% | −7,200−6.7% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 193,700 | $8.36M | 8.9% | −17,500−8.3% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 14,500 | $8.15M | 8.7% | −200−1.4% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 432,114 | $7.52M | 8.0% | +3,900+0.9% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 97,400 | $6.73M | 7.2% | +25,000+34.5% | Added | History |
| OKTAOkta, Inc. | CL A | 92,041 | $6.38M | 6.8% | +32,800+55.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 45,500 | $5.93M | 6.3% | −4,900−9.7% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 108,900 | $5.63M | 6.0% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 18,050 | $5.18M | 5.5% | −6,400−26.2% | Reduced | History |
| INTUIntuit Inc. | Stock | 11,100 | $5.09M | 5.4% | +11,100 | New | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 733,400 | $4.56M | 4.9% | +158,000+27.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 37,000 | $4.43M | 4.7% | −10,000−21.3% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 29,600 | $2.47M | 2.6% | +7,900+36.4% | Added | History |
| LYFTLyft, Inc. | CL A COM | 671,200 | $2.30M | 2.5% | +518,500+339.6% | Added | History |
| XPEVXpeng Inc. | ADS | 154,400 | $2.07M | 2.2% | 00.0% | Unchanged | History |
| DOMOHuckleberry.ai, Inc. | Stock | 98,000 | $1.44M | 1.5% | +98,000 | New | History |
Sold out since Q1 2023 (3)
Positions held at the end of Q1 2023 that are gone from this filing.