Twenty Acre Capital LP
- SEC CIK
- 0001928941
- Latest filing
- Nov 4, 2025
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 18
- +1 vs. Q2 2023
- Portfolio value
- $92.0M
- −$1.55M (−1.7%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 179,800 | $8.27M | 9.0% | −13,900−7.2% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 12,590 | $7.04M | 7.6% | −1,910−13.2% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 409,614 | $6.96M | 7.6% | −22,500−5.2% | Reduced | History |
| OKTAOkta, Inc. | CL A | 80,441 | $6.56M | 7.1% | −11,600−12.6% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 65,000 | $6.37M | 6.9% | −32,400−33.3% | Reduced | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 874,200 | $6.15M | 6.7% | +140,800+19.2% | Added | History |
| PEverpure, Inc. | CL A | 171,800 | $6.12M | 6.7% | −67,900−28.3% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 113,400 | $6.10M | 6.6% | +4,500+4.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 41,800 | $5.31M | 5.8% | −3,700−8.1% | Reduced | History |
| INTUIntuit Inc. | Stock | 10,350 | $5.29M | 5.7% | −750−6.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 16,850 | $5.06M | 5.5% | −1,200−6.6% | Reduced | History |
| ATVIActivision Blizzard, Inc. | COM | 53,200 | $4.98M | 5.4% | −47,400−47.1% | Reduced | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 1,307,700 | $4.63M | 5.0% | +1,307,700 | New | History |
| SNAPSnap Inc | Stock | 373,500 | $3.33M | 3.6% | +373,500 | New | History |
| LOGILogitech International S.A. | SHS | 41,800 | $2.88M | 3.1% | +41,800 | New | History |
| HUCKHuckleberry.ai, Inc. | Stock | 261,400 | $2.56M | 2.8% | +163,400+166.7% | Added | History |
| XPEVXpeng Inc. | ADS | 124,800 | $2.29M | 2.5% | −29,600−19.2% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 24,200 | $2.10M | 2.3% | −5,400−18.2% | Reduced | History |
Sold out since Q2 2023 (2)
Positions held at the end of Q2 2023 that are gone from this filing.