Twenty Acre Capital LP
- SEC CIK
- 0001928941
- Latest filing
- Nov 4, 2025
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 15, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 18
- 0 vs. Q3 2023
- Portfolio value
- $105.1M
- +$13.1M (+14.2%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 153,600 | $9.46M | 9.0% | −26,200−14.6% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 12,590 | $8.89M | 8.5% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 96,041 | $8.69M | 8.3% | +15,600+19.4% | Added | History |
| CPNGCoupang, Inc. | CL A | 505,914 | $8.19M | 7.8% | +96,300+23.5% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 55,200 | $8.08M | 7.7% | −9,800−15.1% | Reduced | History |
| PEverpure, Inc. | CL A | 215,400 | $7.68M | 7.3% | +43,600+25.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 43,700 | $6.64M | 6.3% | +1,900+4.5% | Added | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 929,300 | $6.51M | 6.2% | +55,100+6.3% | Added | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 1,819,400 | $6.13M | 5.8% | +511,700+39.1% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 117,900 | $5.96M | 5.7% | +4,500+4.0% | Added | History |
| SNAPSnap Inc | Stock | 312,000 | $5.28M | 5.0% | −61,500−16.5% | Reduced | History |
| INTUIntuit Inc. | Stock | 7,380 | $4.61M | 4.4% | −2,970−28.7% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 57,100 | $4.43M | 4.2% | +32,900+136.0% | Added | History |
| BOXBox Inc | CL A | 145,600 | $3.73M | 3.5% | +145,600 | New | History |
| PYPLPayPal Holdings, Inc. | Stock | 60,100 | $3.69M | 3.5% | +60,100 | New | History |
| HUCKHuckleberry.ai, Inc. | Stock | 261,400 | $2.69M | 2.6% | 00.0% | Unchanged | History |
| XPEVXpeng Inc. | ADS | 175,100 | $2.55M | 2.4% | +50,300+40.3% | Added | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 70,000 | $1.89M | 1.8% | +70,000 | New | – |
Sold out since Q3 2023 (3)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 16,850 | $5.06M | 5.5% | History |
| ATVIActivision Blizzard, Inc. | COM | 53,200 | $4.98M | 5.4% | History |
| LOGILogitech International S.A. | SHS | 41,800 | $2.88M | 3.1% | History |