Twenty Acre Capital LP
- SEC CIK
- 0001928941
- Latest filing
- Nov 4, 2025
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 17
- −1 vs. Q4 2023
- Portfolio value
- $102.6M
- −$2.54M (−2.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 139,600 | $10.7M | 10.5% | −14,000−9.1% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 464,914 | $8.27M | 8.1% | −41,000−8.1% | Reduced | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 1,089,400 | $7.92M | 7.7% | +160,100+17.2% | Added | History |
| NOWServiceNow, Inc. | Stock | 10,200 | $7.78M | 7.6% | −2,390−19.0% | Reduced | History |
| OKTAOkta, Inc. | CL A | 68,941 | $7.21M | 7.0% | −27,100−28.2% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 106,800 | $7.15M | 7.0% | +46,700+77.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 39,200 | $7.07M | 6.9% | −4,500−10.3% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 140,100 | $6.99M | 6.8% | +22,200+18.8% | Added | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 2,075,500 | $6.52M | 6.4% | +256,100+14.1% | Added | History |
| PEverpure, Inc. | CL A | 119,200 | $6.20M | 6.0% | −96,200−44.7% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 51,500 | $5.99M | 5.8% | −3,700−6.7% | Reduced | History |
| BOXBox Inc | CL A | 201,500 | $5.71M | 5.6% | +55,900+38.4% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 67,700 | $4.90M | 4.8% | +10,600+18.6% | Added | History |
| FLYWFlywire Corp | COM VTG | 161,800 | $4.01M | 3.9% | +161,800 | New | History |
| XPEVXpeng Inc. | ADS | 491,800 | $3.78M | 3.7% | +316,700+180.9% | Added | History |
| HUCKHuckleberry.ai, Inc. | Stock | 261,400 | $2.33M | 2.3% | 00.0% | Unchanged | History |
| SNAPSnap Inc | Stock | 24,200 | – | – | −287,800−92.2% | Reduced | History |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.