Twenty Acre Capital LP
- SEC CIK
- 0001928941
- Latest filing
- Nov 4, 2025
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 16
- −1 vs. Q1 2024
- Portfolio value
- $107.7M
- +$5.11M (+5.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NOWServiceNow, Inc. | Stock | 9,710 | $11.1M | 10.3% | −490−4.8% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 151,400 | $7.86M | 7.3% | +11,300+8.1% | Added | History |
| OKTAOkta, Inc. | CL A | 82,541 | $7.43M | 6.9% | +13,600+19.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 163,700 | $7.42M | 6.9% | +24,100+17.3% | Added | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 2,031,800 | $7.39M | 6.9% | −43,700−2.1% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 24,200 | $7.39M | 6.9% | −43,500−64.3% | Reduced | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 888,800 | $7.30M | 6.8% | −200,600−18.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 43,000 | $7.14M | 6.6% | +3,800+9.7% | Added | History |
| BOXBox Inc | CL A | 235,700 | $6.82M | 6.3% | +34,200+17.0% | Added | History |
| CPNGCoupang, Inc. | CL A | 424,514 | $6.49M | 6.0% | −40,400−8.7% | Reduced | History |
| FLYWFlywire Corp | COM VTG | 321,700 | $6.41M | 6.0% | +159,900+98.8% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 118,100 | $6.33M | 5.9% | +11,300+10.6% | Added | History |
| PEverpure, Inc. | CL A | 82,900 | $6.19M | 5.8% | −36,300−30.5% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 48,500 | $5.84M | 5.4% | −3,000−5.8% | Reduced | History |
| DOMOHuckleberry.ai, Inc. | Stock | 661,400 | $5.40M | 5.0% | +400,000+153.0% | Added | History |
| XPEVXpeng Inc. | ADS | 634,400 | $1.21M | 1.1% | +142,600+29.0% | Added | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.